Asset Allocation
Contents
The Asset Allocation program is provided to determine the risk tolerance of a client. Risk tolerance profiles are generated by having the individual answer a number of questions about their investment experience and their views on investing.
TRAK has a generic risk tolerance profile. There are some company specific profiles available as well.
Each question must be answered before the Next button is enabled.
| Hints: | The red coloring to the left of the question and answers indicates an unanswered question. |
| Questions may be answered either by clicking on them or pressing the letter that corresponds to the answer (i.e. A, B, or C in the image above, not case sensitive). |
The name of the asset allocation questionnaire being used appears in the status bar of the screen.
Changing Questionnaire
To load a different questionnaire than the one selected when the Asset Allocation program starts:
1.Click on the questionnaire name at the bottom of the questionnaire screen.
2.Click the name of the questionnaire to be used.