The "Investor Profile" screen contains 5 Investor Profile questions. The Portfolio Planner uses the answers to the questions to determine the asset allocation and risk/volatility that is appropriate for the client.
Investment timeframe is used to determine the Asset Mix The ratio of income investments to equity Investments. of the basic portfolio structure. Once that is set, it is adjusted according to the:
Each question has a link to "Guidelines". Clicking on the link opens a "Help" window that explains how the Portfolio Planner uses the answers to determine the asset allocation of the basic portfolio structure.
Complete all the questions and click "Next". The tool determines the Investor Profile that is most suitable for the client and displays it on the "Select Portfolio Planning Option" screen.