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FinaMetrica launches new version of its risk-profiling tool

Paul Resnik FinaMetrica Grey

FinaMetrica has launched a new version of its risk-profiling tool, enhancing its risk tolerance reporting and support materials.

The changes have been made based on the feedback of around 5,000 advisers in the UK, Australia and the US.

Risk profiles are now based on the clients of the 5,000 advisers studied, as opposed to the general public, which was previously the case.

The firm says the accuracy of the risk profiles has reached a level of 0.92, exceeding the minimum psychometric standard of 0.8.

A client’s risk tolerance can now be designated to specific portfolios and the risk/return guide has been enhanced with four new illustrative portfolios added, giving 11 in total.

FinaMetrica co-founder Paul Resnik (pictured) says: “The original version worked effectively to frame investors’ return and volatility expectations through all major stock market corrections over the last ten years. The new version adds several fresh perspectives designed to significantly extend investor’s understanding of portfolio behaviour.”


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