A2Risk's robust and rigorously tested tools help financial advisers to assess their clients’ attitude to investment risk. Read more
UNDERSTANDING INVESTOR RISK APPETITE
Assessing attitude to risk is a vital part of the investment process. Regulators expect firms to conduct a robust assessment of client suitability when recommending products – but understanding the risks an individual is willing to take is not easy.
Our risk profiling tools are adapted to suit clients at different stages of the investment journey and can be fully integrated into your advice processes and systems. Our market-leading questionnaires are used by many financial services companies and advice networks to enable and evidence all-important discussions about risk.
Insight
Risk and Sustainability
The FCA has released its long-awaited consultation paper on sustainability disclosures for investments, including sustainability labels for funds. The new rules are intended to “help consumers navigate an increasingly complex [More]
Insight
Risk and Investment Pathways
The recent introduction of Investment Pathways leads to risks for both customers and providers alike. The FCA has for a long time now had concerns about poor outcomes for customers [More]
Featured customer
How we work: Vanguard UK

Vanguard, one of the world’s largest asset managers, launched its LifeStrategy range of five risk-rated multi-asset funds in 2011. A2Risk worked with the company to develop a risk profiling tool [More]