Why are the nearest risk scores chosen, not the whole number?


We show risk scores to the nearest whole number so as to be consistent with the calculations of the risk ratings within our fund risk profiles, which also round to the nearest whole risk number. For example, an investor with a risk profile of 6.5 to 7.4 is shown as a 7. Our benchmarks are located in the central point of our risk categories, not at the start, so we pick the one that’s closest rather than the one below it. 

The decimal scores are also shown in the tool so that the advisor can see where in the range the rating is, i.e. the higher or lower end.

 

 

Book your EVPro demo now