Share this page | Email | Contact Us

Special Report on

Investor Profile Questionnaire

investor profile questionnaire special research report Photo by
Determining your investor profile and understanding your risk tolerance is an important step before investing, your risk tolerance will determine your appropriate asset allocation . There are several factors that determine your risk tolerance among other things are your age, networth, time horizon and investing experience. Risk Tolerance is not a static measure; it changes over time (or at least should) in an ideal situation your risk tolerance should look like this (the age is a very rough estimate): • Early Earning Years (to age 35) : At this time you are starting a career, building net worth and assuming family and home ...
Investor Profile
If you have any investments chances are that you have filled out an investor profile questionnaire and have been assigned an “investor profile”. Investor profile is based on your risk tolerance and it determines your appropriate asset allocation . Every institution has their own “version” of investor profile questionnaire, but they all are fairly similar. They have the few standard questions plus a few more to make it their own version. The standard questions relate to your investment objective, time horizon, investing experience and your volatility tolerance. The two most important parts are Time Horizon and Volatility Tolerance ; market research, surveys and trends
2 Minutes Guide to Last Minute RRSP for 2009
All right, you have one week left and you haven’t made your RRSP contribution for 2009 yet. You need to make your RRSP contribution before the deadline: March 1, 2010. So you have 6 business days left, not much time to do it. Chances are that your financial advisor’s agenda is already full . So here’s a 2 minute guide to last minute RRSP contributions.     Before meeting with your financial advisor, get your paperwork in order. Check the following items before making your RRSP contributions: -         Your 2008 Notice of Assessment will tell you how much you can contribute (18% of your declared income minus any ... market research, surveys and trends


Retirement Planner (Canadian) - Financial Calculators from ...
Age you wish to retire. This calculator assumes that the year you retire, you do not make any contributions to your retirement savings. So if you retire at age 65, your last contribution happened when you were actually 64. This calculator also assumes that you make your entire contribution at the end of each year. Gross annual income Your total household income. If you are married, this should include your spouse's income. Current retirement savings Total amount that you currently have saved toward your retirement. Include all sources of retirement savings except for your pension income. Rate of return before retirement The ... industry trends, business articles and survey research
Diversification Investment
trading. Although it is only just one word, it can have powerful implications. If you take it to heart, you can either end up earning tons of cash or you could join the loser's circle at the bottom of a pit. You should therefore carefully assess the advisability of this crucial step. Diversification is actually a very simple concept that can significantly increase your profits. It simply means that as an investor, you should choose to put your money in not just one kind of market but in many. If for example, you already have a strong stock portfolio, you should take your capital and spread it across other assets such as ... industry trends, business articles and survey research
fi360 Brings FinaMetrica Risk Profiling Solution to ToolKit Subscribers
fi360's director of products and services, announced they have entered into an alliance to further support fi360's ToolKit subscribers. "Now, more than ever, advisors must have a complete understanding of their clients' risk profile," said Davey. "With fi360's organizational focus on helping advisors execute their fiduciary responsibility, this new alliance will serve to further their objectives." One key duty of a fiduciary is to diversify assets according to the risk profile of the investor. FinaMetrica's risk-profiling process provides a low-cost, easy to understand tool for ... market trends, news research and surveys resources
Government bonds choking out other market instruments
Since the capital market crash, many investors have since found a new investment haven in the fixed income market. And as of now, the market players say that the equity market has shrunk so much that it has reduced to just a mere fraction of the existing bond market in the country. Painting the evolving scenario, Mr Ike Chioke, the Managing Director of Afrinvest (West Africa) Ltd, said: “with all the noise we had heard about the ... market trends, news research and surveys resources


INVESTOR PROFILE QUESTIONNAIRE. I. Investment Objectives. The questions in this section are not scored numerically. These questions will be used as a frame ... technology research, surveys study and trend statistics
Determining your investment mix
This brief Investor Profile Questionnaire takes into consideration how much time ... Directions for completing the Investor Profile Questionnaire: ... technology research, surveys study and trend statistics
Determining your investment mix.
This brief Investor Profile Questionnaire takes into consideration how much time ... Directions for completing the Investor Profile Questionnaire: ...
WikiAnswers - List the information required to develop a group ...
If your question relates to establishing a group risk profile in preparation to making investments then it is possible, with some strong caveats. All you really need to do is have each member of the group complete a risk profile questionnaire then amalgamate the answers. However the strong caveat that goes with this is that you would probably need a good understanding of everyones personal and financial situation before considering how to amalgamate the answers as there may need to be a certain amount of weighting given to certain answers, from certain people within the group. The other big issue is that the more people in the ...
WikiAnswers - What is the difference between questionnaire and a ...
Those two words are synonymous. They are used interchangeably in the literature. In some cases a survey might relate to a questionnaire that is distributed by different modes (paper, telephone, internet) whereas a questionnaire might refer primarily to the paper mode. It isn't always the case however. First answer by K-j-smith . Last edit by K-j-smith . Contributor trust : 0 [ recommend contributor ]. Question popularity : 2 [ recommend question ]. Can you answer these mathematical statistics questions? Difference between a survey and questionnaire ? A survey is the process of ...