Skip to content
Skip to main content

About this free course

Download this course

Share this free course

Asset allocation in investment
Asset allocation in investment

Start this free course now. Just create an account and sign in. Enrol and complete the course for a free statement of participation or digital badge if available.

1.2 Investor objectives

It is usual for investment advisers to get potential clients to fill in a questionnaire to try to ascertain the investor’s risk and return requirements. The activity which follows is based on an actual investors questionnaire. Select view to access the questionnaire.

Activity 1 Investor questionnaire

Timing: Allow around 30 minutes for this activity.

Now complete the individual Investor Questionnaire designed by Gregory and Rutterford and determine which model portfolio from Table 2 is deemed appropriate for you. Once you have completed it, and found the model portfolio recommended to you, consider whether you think it is right for you in terms of asset allocation.

Interactive feature not available in single page view (see it in standard view).