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Why is my risk profile important?
Why is my risk profile important?
Written by Help
Updated over a week ago

The risk level assessment is a legal requirement and also a critical factor for us to take into consideration when designing your individual portfolio.

Your personal situation has to be thoroughly reviewed in order to determine the optimal portfolio for you, to enhance your investing experience and maximise your chances to achieve your objectives.

We need to assess:

  • Your understanding of risk when investing;

  • Your capacity to tolerate losses;

  • Your willingness to take risks with your money.

Exo's risk management technology analyses and manages the asset allocation on a daily basis to achieve an optimal composition of your portfolio, in accordance with your risk profile.

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