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Investment Policies

This document provides details on the strategic portfolios underlying the default Investment Policies in SuitabilityProTM.

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Accuracy of FinaMetrica Risk Tolerance Tests

A summary of the psychometric qualities of the FinaMetrica risk tolerance tests.

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FinaMetrica Profiler Technical Manual

A technical report on the FinaMetrica risk tolerance scale and scoring algorithm.

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FinaMetrica Profiler Certification

The FinaMetrica risk tolerance scale was verified by the University of New South Wales Applied Psychology Unit confirming the psychometric qualities of the test and that it meets or exceeds the requirements for a test of this kind.

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Suitability and Professional Judgement Matrix

A technical report on the methodology underlying the default suitability framework in SuitabilityPro™