How is my portfolio personalised for me and how does the outcome of the financial assessment affect my portfolio risk settings?
During the account opening process, we ask questions to gain an understanding of your current financial situation, including risk preferences, goals, income, savings, and investment experience.
Our algorithm takes these into account and makes the best recommendations for you.
Moreover, based on the information you provided in the financial knowledge assessment, our algorithm may cap your risk limit, and you will only have access to our 9 core portfolios, but not to our 3 highest-risk ones.
To access the higher risk portfolios, we highly recommend that you either watch our Investing Basics Presentation in our mobile app (available anytime) or attend our Investing Basics Live Webinar (happens every few weeks). They’re both free to watch and the presentation gives you insights into the following:
- Understanding the risk and return relationship
- What you should consider before making an investment
- Understanding your personal risk appetite and preferences
- Why your investment timeline is important
We also have other courses you can watch that will help you better understand your financial and investment plan.
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StashAway Hong Kong Ltd. is a licensed corporation (CE No. BQE542) under the Securities and Futures Ordinance in respect of Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities.
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