Investor Metrics is the distributor of the Investor Risk Tolerance Instrument, an online assessment for wealth managers and stockbrokers that measures an investor’s risk tolerance.
An investor’s ability and willingness to bear risk is often the most important factor in determining how they approach investing. The willingness to tolerate uncertainty and sustain losses and gains can determine what investments best suit the investor. Regulatory requirements and guidelines stipulate that private client investors should be assessed for their risk preferences in order to estimate how much risk they may be willing to take with their investments. This helps both the investor
and the adviser better understand and identify suitable investments. This process requires using a robust risk profiling tool generating scores that accurately reflect the client’s risk preferences.
Investment Risk Tolerance Instrument
The IRTI has been developed in response to the need of wealth managers, financial advisors and stockbrokers to better understand the attitudes and goals of the individual investors they work with. It utilizes the very latest research and methodology to measure an investor’s risk tolerance capacity when making investment decisions.
The IRTI comprises 21 multiple choice questions and takes approximately 30 minutes to complete. The test produces an overall risk tolerance score for each individual placing them into one of five risk tolerance groups, and generates four subscores that measure specific risk factors: tolerance for gains and losses, experience/confidence and uncertainty tolerance. IRTI respondents receive a bespoke report that includes their score, four subscores and a comparison rating against a general investor population and a group of high net worth individuals, along with a detailed interpretation of their results.
The IRTI is specifically designed for clients of:
- Asset Managers
- Financial Advisers
- Private Banks
- Wealth Managers
Visit the Investor Metrics website.
IRTI copyright ©2001, 2019 Assessment Science Corp.
IRTI is distributed and administered worldwide (excluding North and South America) by Investor Metrics, a division of Global Markets Media Ltd, 96 High Street, Guildford, Surrey, GU1 3HE, United Kingdom.
Telephone: +44 (0)1483 573150
Investor Metrics is a division of The Technical Analyst and Global Markets Media Ltd.