Investing
Dealing With Risk - Part I
December 15, 2011

The first challenge is to define a customer's goals and the returns needed to achieve them, says Geoff Davey, co-founder and director of Fina Metrica, a "risk profiling firm" based in Sydney, Australia. Then, an advisor must assess the risks involved in getting those returns, as well as the client's risk capacity and risk tolerance.

Already a subscriber? Log in here