Risk Tolerance Questionnaire
First Name
Last Name
Email
*
example@example.com
Date of Birth
 -
Month
 -
Day
Year
Date
Past Experience
Have you ever worked with a financial advisor before?
*
Yes
No
Have you ever invested before?
*
Yes
No
How do you rate your own knowledge of investing?
*
None
Basic
Reasonable
Expert
Where have you gained this knowledge?
Course or degree
Professional experience
Personal Investing
Reading books/ articles/ websites
Other
How long have you invested in equities?
*
Never/ don't know
Less than 1 year
1-5 years
5-10 years
more than 10 years
How long have you invested in bonds?
*
Never/ don't know
Less than 1 year
1-5 years
5-10 years
more than 10 years
How long have you invested in real estate (not including your home)?
*
Never/ don't know
Less than 1 year
1-5 years
5-10 years
more than 10 years
Knowledge
Please indicate the degree to which you agree or disagree with the following:
All investments may go down as well as up.
*
Strongly agree
Agree
Neutral
Disagree
Strongly Disagree
Past performance is not always a good indicator of future returns.
*
Strongly agree
Agree
Neutral
Disagree
Strongly Disagree
Diversifying your portfolio across many different assets helps to mitigate risk.
*
Strongly agree
Agree
Neutral
Disagree
Strongly Disagree
Good investing requires committing money for the long term.
*
Strongly agree
Agree
Neutral
Disagree
Strongly Disagree
Timeline
How many years until you'd like to achieve financial independence/ retirement?
*
0-5
6-10
11-15
16-20
21-25
26+
Financial Personality
How often do you check your investment portfolio progress and/or open your account statements?
*
Always
Sometimes
Never
How long could your portfolio lose value before you would get concerned and look for a new investment?
*
1-2 months
3-5 months
6-12 months
1-2 years
2-3 years
3+ years
How much could your portfolio lose before you would begin selling some or all of your investments?
*
I can't tolerate any losses
1-5%
6-10%
11-20%
21-30%
30%+
Suppose you are looking for a new job and have two choices. Would you prefer a job with a reputable, established company and a small pay raise, or would you prefer a job with a startup company with a large pay increase?
*
Definitely the job with a reputable, established company
Probably the job with a reputable, established company
Probably the job with the startup company
Definitely the job with the startup company
I feel most comfortable with investment options that earn consistent but lower returns year-to-year. I prefer to take as little risk as possible.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I believe it's worth losing money now and then, if I expect my portfolio value to increase in the long run.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I will buy things I want even though I know saving the money for a future goal is a better decision.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would worry about my investments frequently fluctuating in value.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would risk losses to get potentially greater long-term gains.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I am comfortable with uncertainty when investing my money.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I am prepared to participate in market downturns and upswings rather than receive more consistent annual returns.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would worry about losing money on financial markets.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I am comfortable with the possibility of ending up with less than I expect, for a chance of ending up with more than I expect.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Sustainable Investing
I would prefer to invest in organizations that are not just ethical but seek to do good in the world.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would be willing to take greater financial risk if an investment had social or environmental benefits.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would like to proactively seek investments in organizations that adopt progressive environment, social or governance practices.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would need quantitative evidence to convince me an investment has a social or environmental impact.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Charitable donations are more effective in achieving positive social or environmental impact than sustainable investing.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I'd prefer to donate to charities instead of investing in sustainable investments.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Sustainable investing seems complex.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would accept lower financial returns if an investment had social or environmental benefits.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I would need real-life examples to convince me an investment had a social or environmental impact.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I wouldn't mind locking up portions of my wealth for long periods if an investment had social or environmental benefits.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
I don't know enough about sustainable investing.
*
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Score Tallies
internal info only
Experience (max 26)
Knowledge (max 20)
Timeline (max 5)
Financial Personality (max 66)
Risk Tolerance score (max 117)
Risk Tolerance category
Sustainable Investing interest level
Sustainable Investing (max 51)
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