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EV Risk Profiling

Group 11001

Begin your advice process with risk profiling that asks the right questions.

Assessing your client’s attitude-to-risk forms a vital part of your fact-find that helps you understand the investment risks they’re willing and able to take. As well as helping your clients choice of investment strategy, this also supports suitability compliance.

Our range of risk profiling questionnaires reliably establishes your clients’ attitude to risk, capacity for loss, and ESG preferences. All based on a market-tested risk profiling methodology that aligns with the FCA’s best practice guide.

EV Risk profiler

Why does it matter?

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Ensuring the best outcomes for your clients sits is at the heart of the FCA’s guidance when it comes to providing suitable financial advice. And understanding which fund to choose to deliver a sustainable level of income or navigating market volatility at your client’s acceptable level of risk is paramount.

Advances in technology and the evolution of risk profiling methodology now present a new opportunity to deliver more accurate objective-based outcomes to your clients. Providing you with the reassurance that you’re doing what’s best for your clients while meeting your compliance obligations.

How can you enhance your client risk profiling process?

Quickly identify how comfortable your client is with the volatility of their investment outcomes or the uncertainty of their income, communicating investment risk in an easy to understand way. Including a risk scale, clear descriptions and scoring allow you to see when your client is close to another risk category.

  • Match the right questionnaire to your suitability process from our range of 5, 7 or 10 risk profiles
  • Risk descriptions for each risk profile are provided to help you communicate the potential outcomes and risk associated with each risk profile
  • Easily communicate your client’s risk profile, ensuring the suitability of fund recommendations
  • Understand your specific client planning objectives, during accumulation and decumulation, with an appropriate risk questionnaire
  • Start the discussion with your client on sustainable investing with the Environmental, Social, and Governance (ESG) questionnaire
  • Absolute scoring allows your client’s risk profile to be identified independently of other users of the questionnaire

Selecting the right risk questionnaire based on your client’s objective.

Easily identify how comfortable your client is with the volatility of their investment outcomes in accumulation.

Our psychometric growth risk questionnaire supports the accurate establishment of your client’s attitude towards risk. The questions cover risk appetite using different approaches such as emotional and scenario-based examples, meaning you can be comfortable achieving an accurate representation.

  • Easily match your client’s risk profile with suitable risk-rated fund recommendations
  • Quantifiable risk communication powerfully making a case for regular adviser reviews
  • Assess your client's risk profile and highlight any discrepancies between existing funds risk and their risk appetite
  • Risk descriptions for each risk profile are provided to help you communicate the potential outcomes and risk associated with each risk profile.

Quickly identify how comfortable your client is with the uncertainty of their income in decumulation.

Our transparent income risk methodology brings to decumulation the same efficiency you experience with our growth attitude to risk profiling tools. Making it easier to regularly review your client’s financial plans by asking the right questions to meet their objectives. Allowing retirees to consider their risk appetite and understand the risks of flexible income.

  • Easily match your client’s risk profile with suitable decumulation risk-rated fund recommendations.
  • Quantifiable risk communication powerfully making a case for regular adviser reviews.
  • Consistent with the growth questions to create a complete objective specific suitability process for your advice process.
  • Risk descriptions for each risk profile are provided to help you communicate the potential outcomes and risk associated with each risk profile.

Supporting your client's understanding of ESG investing.

Our educational ESG questions are a key expansion of both the Income and Growth risk profilers. Having identified your client’s attitude to risk, we help you to understand and develop your client’s knowledge of Environmental, Social and Governance (ESG) investing. This is a vital step before exploring whether it is an approach that is of importance or not.
  • Expand your process to determine your client’s ESG preferences when recommending suitable investment funds or products.
  • Easily measure and determine how important ESG investing is for your client as the starting point for a more detailed and personal discussion with your client.
  • Develop your client’s understanding with clear, educational information on ESG.
  • Integrated into your current risk-profiling solution.

Introducing EV Income Risk Profiler

Introductory access to our ESG enabled income risk profiler tool launching April 12th; we believe it will revolutionise your whole approach to suitable retirement income advice.

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Risk Profiler
Guide to income RP

Guide to EV Income Risk Methodology

Read our guide to learn more about our new income risk profiling methodology, an in-depth look at income fund risk ratings, and how incorporating it into your suitability advice process will revolutionise how you deal with your retirement income clients.

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Technical Guide to Attitude to Risk Profiling

Are you considering switching to a different growth or investment risk profiling solution? This guide explains the reasons you might want to change, and the steps you need to take to make the change as straightforward and seamless as possible.

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Technical Guide to Attitude to Risk Profiling_v1

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