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Risk Profiling System Resources

List of Resources

Select from the list below or scroll down to browse all of our resources.

 Getting Started Videos
 QuickStart Guide
 Asset Allocation Mappings & Guide
 Risk and Return Summary
 Risk and Return Guide
 Accuracy of the FinaMetrica Tests
 Hard Copy Questionnaire
 Annotated Jean Sample Report
 Seven and Five Risk Groups
 Client Resource

 
 

Getting Started Videos

A series of short videos so you can start using our system straightaway.

 Creating and Managing Client Tests
 Discussing Your Client's Risk Tolerance Report
 Developing Suitable Advice and Obtaining Informed Consent


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QuickStart Guide

This guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process.

 QuickStart Guide


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 QuickStart Guide - German

 
 

Asset Allocation Mappings & Guide

This spreadsheet allows a client's risk tolerance to be linked to the parameters of portfolio construction.

 Guide - Australia, Canada, New Zealand & United States
 Asset Allocation Mappings - Australia, Canada, New Zealand & United States

 Guide - United Kingdom
 Asset Allocation Mappings - United Kingdom

 Guide - All other countries
 Guide - All other countries - German
 Asset Allocation Mappings - All other countries
 Asset Allocation Mappings - All other countries - German


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Risk and Return Summary

This report provides a summary of investor 'experiences' of FinaMetrica portfolios across six countries over the last 40 plus years. These experiences have been created to help advisors better frame their clients' investment expectations.

  Risk and Return Summary
 

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Risk and Return Guide

This document covers how to use FinaMetrica to educate clients about risk and return and to manage their risk and return expectations.

   

25-Question Test

 

 Australia
 Canada
 India
 New Zealand
 South Africa
 United Kingdom

 United States
 Germany - English
 Germany - German
 Switzerland - English
 Switzerland - German

   

12-Question Test

 

 Australia
 Canada
 India
 New Zealand
 South Africa
 United Kingdom


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 United States
 Germany - English
 Germany - German
 Switzerland - English
 Switzerland - German

 
 

Accuracy of the FinaMetrica Tests

An overview of the accuracy of FinaMetrica risk tolerance tests.
Accuracy of the FinaMetrica Tests


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Hard Copy Questionnaire

A pdf file for those clients who do not want to use the Web-based version.

   

25-Question Test

 

 Australia & New Zealand
 Canada - English
 Canada - French
 Germany
 India - English

 Republic of Ireland
 South Africa - Afrikaans
 South Africa - English
 United Kingdom
 United States

   

12-Question Test

 

 Australia & New Zealand
 Canada - English
 Canada - French
 Germany
 India - English

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 Republic of Ireland
 South Africa - Afrikaans
 South Africa - English
 United Kingdom
 United States

 
 

Annotated Jean Sample Report

This one-page document highlights the variable sections in the FinaMetrica Risk Profile report.

 Annotated Jean Sample Report


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Seven and Five Risk Groups

Descriptions of the seven and five risk groups.

 

Seven Risk Groups

 Australia, Canada, New Zealand & United States
 United Kingdom
 All other countries

 

Five Risk Groups

 Australia, Canada, New Zealand & United States
 United Kingdom
 All other countries


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Client Resource: Why Take the FinaMetrica Risk Tolerance Profile?

This one-page document, for clients of advisers, explains the FinaMetrica process and the science behind the system. It's designed to help clients understand why they are taking the questionnaire and promote credibility and best practice in your planning process.

 Why Take the FinaMetrica Risk Tolerance Profile?


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IMPORTANT NOTICE: The FinaMetrica materials available as downloads here are protected under copyright laws. If you are not licensed to use the FinaMetrica Risk Profiling system, you must not use any of these materials without the prior written permission and a licence from FinaMetrica Pty Ltd. For further information on licensing, please contact FinaMetrica Pty Ltd at info@finametrica.com.





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