Risk Assessment

EBM has sophisticated academic resources to accurately assess our clients’ capacity to accept a range of investment risks.

This scientific assessment is an integral component of the portfolio construction process and directly impacts a client’s understanding of risk/return trade-offs, and the means by which an investment portfolio can meet its key objectives.

It also helps identify the appropriate long-term mix of Asset Classes and
Sub-Asset Classes that should be held in an investment portfolio.

This rigorous process ensures that the investment portfolio maximises investment opportunities for a given level of risk, while also giving our clients real peace of mind.

Finametrica Risk Profile Questionnaire (pdf 0.05MB)

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