Dynamic Planner gives risk-profiling process MiFID II revamp

15-question psychometric ATR questionnaire

Victoria McKeever
clock • 2 min read

Dynamic Planner has revamped its risk-profiling process, designing it to help advisers address requirements under the Markets in Financial Instruments Directive (MiFID II), regarding suitability.

The new process, unveiled at the risk-profiler's annual conference, includes a 15-question psychometric attitude to risk questionnaire based on research conducted in conjunction with academics from the International Capital Market Association Centre at Henley Business School. The process encapsulates new developments in psychometric testing theory and is intended to enhance the readability of questions, by providing a questionnaire which is easier for clients to understand. It does so by reducing the number questions relating to specific investment choices, or which can be perceived a...

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