Risk Capacity Survey

Find the Portfolio That's Right for You

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of how much risk one can manage.


Begin the survey below to find your risk capacity score so we can match you with an appropriate portfolio.

Choose a Survey

Each survey will result in a risk capacity score based on five specific risk dimensions of an investor: 1) time horizon and liquidity needs; 2) attitude toward risk; 3) net worth; 4) income and savings rate; and 5) investment knowledge.

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Choose a Survey

Each survey will result in a risk capacity score based on five specific risk dimensions of an investor: 1) time horizon and liquidity needs; 2) attitude toward risk; 3) net worth; 4) income and savings rate; and 5) investment knowledge.

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Choose a Survey

These Risk Capacity Surveys are designed to provide your Endowment's Finance Committee an overview of the five dimensions of risk capacity. It should not solely be used to determine asset allocation, unless you discuss it with an IFA Institutional* Advisor.

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Preparing Your Survey

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Attitude
Your Score is Ready

Your Risk Capacity Survey results are almost ready. To ensure that your report is accurate we may have an IFA Investment Advisor Representative check your answers. Please fill out the following information:

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Attitude