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Product Suitability

Aligning investments with client needs.

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Product Suitability

Matching investments to client goals.

The suitability of investment products will depend upon the risk tolerance of the investor. This can be assessed using risk profiling tools such as questionnaires. The portfolio construction solutions offered by Confluence need to consider the below two, before combining various funds for an investor’s financial goals.

Investors may like to adopt two tests of suitability:
  • Suitability of the asset class to their return requirement and time horizon.
  • Suitability of the investment strategy for their risk preferences.