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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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Risk and Return Update Australia

SuitabilityPro has been updated to include data up till 31st December 2019. This document provides an overview of some of the key changes included with this update.

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Risk and Return Update Canada

Planit and SuitabilityPro has been updated to include data up till 31st December 2019. This document provides an overview of some of the key changes included with this update.

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Risk and Return Update UK

SuitabilityPro has been updated to include data up till 31st December 2019. This document provides an overview of some of the key changes included with this update.

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Risk and Return Update US

SuitabilityPro has been updated to include data up till 31st December 2019. This document provides an overview of some of the key changes included with this update.

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FP Canada/IQPF Projection Assumption Guidelines

The FP Canada/IQPF Projection Assumption Guidelines were developed based on a number of reliable and publicly available data sources.

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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™