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Knowledge Base

Risk Profiler

Risk Profiler

Learn more about our objective-based risk questionnaires to establish your clients’ attitude to risk, capacity for loss, and ESG preferences.

Frequently Asked Questions

What does the risk scale within each risk category in Adviser Centre Risk Profiler show?

How are the risk descriptions created?

How do I collect and use information relevant to the risk assessment?

How else can EV help with assessing risk?

How do you deal with inconsistent responses to the questionnaire?

How do I assess the Risk level for a Trust?

What options are available to assess the Risk Profiles for a Joint Client?

Is management information stored and used for feedback?

How can I tell whether an investor is at the low or high end of any particular risk category?

How often should the questionnaire be completed?

What is the expected target market for using the risk questionnaire?

Why is age not included in the risk questionnaire?

Can I disagree with the result?

What unit of measurement do you use for attitude to risk?

Do they always work for every client?

How does the risk questionnaire work?

Is the questionnaire validated?

What are the limitations for use of the Risk Profiler Questionnaire?

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EV Growth Risk Profiler

Does this growth questionnaire meet the FCA requirements for quality?

How do I access my account?

How do I cancel my account?

Can I remove individual user accounts?

How do I add more user accounts?

How do I change my password?

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