Investor risk profiling

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Risk profiling for financial advisers

A2Risk's robust and rigorously tested tools help financial advisers to assess their clients’ attitude to investment risk. Read more

Risk profiling for product providers

Pension providers and fund managers use A2Risk tools to help customers choose appropriate investment strategies. Read more

Risk profiling for FinTech

Software developers and fintech firms use A2Risk tools to create complete solutions for financial advisers and robo-advice. Read more

UNDERSTANDING INVESTOR RISK APPETITE

A2RPeople

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]

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