Risk Tolerance. Aggressive. The aggressive portfolio should be constructed to help maximize long-term annual returns rather than to minimize possible short-term losses. Moderately Aggressive. Moderately aggressive investors are willing to assume more short-term risk in an attempt to maximize long-term annual returns.
Risk Tolerance. I fully understand that Elm’s strategy involves risk of loss, and I am prepared to accept that risk.
Risk Tolerance. I fully understand that Xxx’s strategy involves risk of loss, and I am prepared to accept that risk.
Risk Tolerance. Risk tolerance is the amount of risk you are willing to accept for a particular investment or account(s). Risk tolerance decisions must carefully consider multiple aspects of your situation, including but not limited to, investment knowledge and experience, age, liquidity needs, and net worth. MOIS has identified four levels of risk tolerance that it makes available to its customers to determine their level of risk tolerance. When selecting the risk tolerance for your investments or account(s) it is important that you read the description of the risk tolerance level carefully and select the one that most closely resembles your risk tolerance. • You prefer low volatility investments. • You are not comfortable with investing more than a nominal portion of your money in stocks or other securities that may lose some or all of their value. • You desire an extremely stable income stream or growth pattern. • You are concerned about the loss of principal. • You have a short-term investment time frame. • You want to preserve the future purchasing power of your capital, but not in a high-risk situation. • The amount of risk you are willing to take to outpace inflation is slight. • You are comfortable experiencing possible short-term decreases in your portfolio value in exchange for potential long-term positive gains, but you would rather not experience the short-term decrease in your portfolio.
Risk Tolerance. Do you feel comfortable with the possibility of losing even if you have many years to earn and save?
Risk Tolerance. The term ‘risk tolerance’ is used to describe an investor’s willingness and ability to assume risk. A growth investor usually has a higher risk tolerance, meaning that the investor is comfortable with volatility (fluctuations in portfolio value) and is willing to accept a potential decline in portfolio value in exchange for the chance to make higher returns.
Risk Tolerance. Risk tolerance is the lower of: ■ your willingness to accept risk, and ■ your ability to withstand financial declines in the value of your portfolio. This will be an important fact to consider. It will directly influence the types of investments you wish to hold in the Account. Why do we need to know this? The investment portfolios in our Customer Investor Profiles have been professionally designed to align with the risk tolerance of each Investor Profile. For Fund orders you request that do not follow the Investor Profile, the risk profile of the Fund will be compared to your risk tolerance. You should not purchase a Fund that has a higher risk profile than you have.
Risk Tolerance. The Client must immediately (within two working days) inform the Portfolio Manager in writing in case the Client’s risk tolerance and/or financial circumstances have deteriorated. The Client may inform the Portfolio Manager in writing in case the Client’s risk tolerance and/or financial circumstances have improved. These notifications can be done via email to xx@xxxxxxxxx.xxx. Such changes may result in the existing risk tolerance being no longer suitable for the Client. Based on such notification the Portfolio Manager may adjust Client’s risk exposure by using the Risk Tolerance Slider. The Portfolio Manager shall immediately inform the Client of the change in the value of the Risk Tolerance Slider it uses for the Client.
Risk Tolerance. Benchmark The Net Asset Value per unit of this CPS Portfolio may not fall below the Floor Value (defined above),:- Capital Protection/ Preservation at Maturity, which is: Benchmark Day one 6 month KIBOR One year from the date of investment 6 month KIBOR + 1% Two years from the date of investment 6 month KIBOR + 2% years from the date of investment 6 month KIBOR + % The maturity date for subsequent investments shall be same as of initial investment (mandate). The CPS Portfolio will continue to be managed by NBP Funds even after the Maturity date unless one of the parties terminates by giving a 30 days notice to the other party. This strategy will continue under this arrangement unless consent in writing contrary thereto is conveyed by either party.
Risk Tolerance. During the period that the Respondent recommended and implemented the Leverage Investment Strategies in the clients’ accounts, Investia’s policies and procedures provided that only clients with “high” risk tolerance could utilize leveraging.
