Risk Assessment Tool: Complete Guide

Risk Assessment Tool

Comprehensive risk analysis for informed decisions.

Tool Features

Personal Risk Profile

• Questionnaire-based
• Risk tolerance score
• Suitable pool recommendations

Investment Risk Analysis

• Per-pool risk metrics
• Portfolio-wide assessment
• Stress testing

Risk Metrics Analyzed

1. 1. Volatility
2. 2. Maximum drawdown
3. 3. Value at Risk (VaR)
4. 4. Conditional VaR (CVaR)
5. 5. Default probability
6. 6. Concentration risk

Using the Tool

1. 1. Go to Tools > Risk Assessment
2. 2. Complete risk questionnaire
3. 3. View your risk profile
4. 4. See pool recommendations
5. 5. Analyze current portfolio

Understanding Your Score

ScoreProfileSuitable Pools 1-2ConservativeSecure Income 3-4ModerateBalanced, Growth 5AggressiveAll pools