Morningstar Risk Tolerance Questionnaire Scoring

An example of such a test developed by morningstar s adviser workstation team consists of a set of questions that seeks to. Morningstar risk questionnaire time horizon. Risk aversion score each section is scored separately and then combined to form a total score.

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That being said this is supposed to be a risk tolerance questionnaire not a.

Morningstar risk tolerance questionnaire scoring. The good thing about the time horizon section is that the questionnaire is attempting to establish some sort of goal for the client by asking about their age and when they expect to start drawing income. Morningstar risk tolerance questionnaire time horizon 1. Refer to scoring matrix for preliminary questions. Morningstar uses the total score to make the portfolio recommendation.

Less than 2 years 2 to 5 years 6 to 10 years. After you have answered all seven questions click next to view the resulting risk profile. Morningstar model portfolios risk tolerance questionnaire the following risk tolerance questionnaire was designed to help you determine your investor type. Morningstar designed the questionnaire scoring system to assign individuals to a portfolio based on their responses from the risk.

To use the risk questionnaire do the following. The intersection of these two points is the resulting portfolio. Answer the following questions and use the tables on the next page to determine the point value of each answer choice. The summary scoring grid below facilitates the adviser s final portfolio recommendation process by combining the time horizon and risk aversion scores.

The risk questionnaire is designed to assess the client s risk tolerance. When do you expect to start withdrawing money from your investment. The sections below discuss this process. For each question click the radio button next to the best response.

At the bottom of the page click next to proceed to the next set of questions. To use the scoring grid find the time horizon score on the horizontal axis and the risk aversion score on the vertical axis. Developing the questions for the risk assessment questionnaire. You must first determine your time horizon score and risk aversion score.

It will usually be part of a longer risk assessment questionnaire. In developing the individual questions and answers to the risk assessment questionnaire morningstar combines principles of prudent financial planning along with mathematical probability testing. In an effort to grow your wealth can you afford to lose any money over the next two years.