1. Take each of the questionnaires and (100 – 500 words) compare the results of each of the five risk
tolerance questions. Are the results similar to each other? Were the results of any of the questionnaires
drastically different from any of the others?
a. Write down the results of each of the questionnaires. What was the stock allocation from the
Vanguard questionnaire? What was your risk tolerance for the Ameriprise questionnaire? Etc.
b. Use your own information when answering the questions. (What is your age? Etc.)
2. Write a brief (50 – 150 words) summary of each risk tolerance questionnaire.
a. Do you think the results of the risk tolerance questionnaire were accurate?
b. Do you think each question will accurately predict your clients’ risk tolerance?
c. What question do you think has the most predictive power out of all of them?
3. Pick the risk tolerance your firm will adopt and justify why you think it was the best out of the five
(100 – 500 words)?
a. What made you choose the one you did over all the others?