Beyond attitude-to-risk

In January 2011, the FSA produced its guidance consultation on suitability (confirmed in March 2011). The paper was a concise, easy read and brought into sharp focus the use of technology to help measure and communicate the suitability of investment strategies. One year on, and we have spoken to a number of ATR tool providers to understand if there has been much change in how the market was now assessing the risk a client is willing and capable of taking since the paper was published. Slow to change Geoff Davey, of risk profiler FinaMetrica, has seen an increase in use of his ATR to...