Central Investment Strategy - Client Risk Questions & Answers
In the Client Risk Questions & Answers area, you are able to view the attitude to risk questionnaire questions, answers and the normal/reverse scoring: ...
How do I change the Risk Set from 1-10 to 1-5 or vice versa?
In the Configuration> Central Investment Strategy> Risk Categories area, chose the Risk Set from the drop down: ...
Central Investment Strategy - Risk Categories
In the Risk Categories area, you are able to view each risk category, with the minimum score, description & asset allocation. Default Risk Set can be changed in the drop down: See also: How do I change the Risk Set from 1-10 to 1-5 or vice...
Can I view the Risk Categories?
Yes - the risk categories can be found within Configuration> Central Investment Strategy> Risk Categories . ...