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  6. You will get the results on your general attitude towards investment risks by reference to a classification of 6 Risk Profiles – (1) Risk Averse, (2) Conservative, (3) Moderate, (4) Moderately Aggressive, (5) Aggressive and (6) Very Aggressive. Notification of Change: The new Client Investment Profile (CIP) Questionnaire will be effective ...

  7. Our approach to fund selection combines both quantitative and qualitative analysis. And through regular meetings with fund managers, we assess their capabilities through what we call the 3 P's: Performance, People, and Process. The first step of our qualitative analysis looks at people. We seek to assess the quality of the portfolio managers ...