Turcan Connell's new risk process, in which a client's attitude to risk is assessed using a psychometric questionnaire, is discussed in an article for Citywire.
Chief Investment Officer at Turcan Connell Asset Management, Haig Bathgate, says:"We are using a questionnaire to weed out a client's tolerance for risk rather than requirement for risk."
"Then we sit down with the client and look through an investment policy statement and that highlights the terms of engagement and the required rate of return. If there's an incompatibility, there has to be a discussion."
To read the article in full, which appears on Citywire's website, please click here.
This content was generated prior to Turcan Connell Asset Management Limited operating as Tcam.