Attitude to Investment Risk Questionnaire

WAS Attitude to Risk Questionnaire

This questionnaire is designed to help assess your attitude to investment risk and capacity to take risk (capacity for loss).

The questionnaire therefore consists of two short questionnaires: 

1) The Attitude to Risk Questionnaire is a short series of questions that capture key aspects of your attitude to risk.

2) The Capacity for Loss Questionnaire measures financial capacity to invest and to accept financial losses.

Together the questionnaires provide a structured means of dialogue between us and you about how much risk you are willing and able to take. Importantly, it provides a starting point for the discussion. 

When completing the questionnaire please answer the 12 questions which focus on issues related to your attitude to investment risk. Please respond to each statement as accurately as you can. Do not spend too long thinking about each statement. If you do not have experience of the issue discussed, try to think about how you would feel or behave. 

Attitude to Risk Questions

Section 1.

Knowledge & Experience

Section 2

4. Other Considerations:

An investors’ objectives do not always include purely economic goals.  All fund managers must adhere to strict rules on how they invest but some clients wish to choose investments that specifically reflect their moral views or religious beliefs.

Socially responsible investing is where individuals choose to avoid investing in firms, they consider may cause harm to people or the planet (e.g. companies who produce or sell addictive substances such as alcohol or tobacco) or only invest in companies or industries they believe will have a positive impact for people or the planet (e.g. companies engaged in social justice or environmental sustainability).

Religious based investing is where individuals invest in accordance with the beliefs and principles of their faith, e.g. Shariah Law.

Many businesses are now acutely aware of the impact of their activities on the environment.  Accessing these types of investments no longer necessarily means that you will be paying higher charges or having to accept lower returns to follow your principles.

Capacity for loss

Section 3.