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