Risk Assessment

What is your Investment Risk Profile?

This questionnaire helps UTC assess your attitude to investment risk. If your situation or goals change, please retake it.

~2 minutes
Quick assessment
7 questions
Comprehensive evaluation
No data saved
Privacy protected

Personal Risk Assessment

What is your Investment Risk Profile?

Step 1 of 70 of 7 completed
Question 1 of 7

Your Risk Profile

Investment Risk Profile Results

Risk Profile

Score 0 / 28 •

ConservativeModerateAggressive
7142128

What this means

This is a guide. Let's talk about what's right for you.

Speak with an Advisor

Assessment Summary

Risk Profile Ranges

Conservative
7-14 points
Moderate
15-21 points
Aggressive
22-28 points

Disclaimer

This questionnaire will help you to understand your attitude to investment risk but it is important to understand that this tool is a guide for illustrative purposes only and does not look at other factors such as your stage of life, financial goals or the size of financial loss you are able to withstand. Risk is just one of the things you need to consider when making investment decisions. It is advisable that you talk about the results with your financial advisor before taking any action.

Important Disclaimer

This questionnaire will help you to understand your attitude to investment risk but it is important to understand that this tool is a guide for illustrative purposes only and does not look at other factors such as your stage of life, financial goals or the size of financial loss you are able to withstand. Risk is just one of the things you need to consider when making investment decisions. It is advisable that you talk about the results with your financial advisor before taking any action.

What is the Company's Investment Risk Profile?

This questionnaire helps UTC assess your company's attitude to risk. If your company's situation or goals change, please retake it.

~2 minutes
Quick assessment
7 questions
Comprehensive evaluation
No data saved
Privacy protected

Corporate Risk Assessment

What is the Company's Investment Risk Profile?

Step 1 of 70 of 7 completed
Question 1 of 7

Your Company's Risk Profile

Investment Risk Profile Results

Risk Profile

Score 0 / 28 •

ConservativeModerateAggressive
7142128

What this means

This is a guide. Let's talk about what's right for your company.

Speak with an Advisor

Assessment Summary

Risk Profile Ranges

Conservative
7-14 points
Moderate
15-21 points
Aggressive
22-28 points

Disclaimer

This questionnaire will help you to understand your attitude to investment risk but it is important to understand that this tool is a guide for illustrative purposes only and does not look at other factors such as your stage of life, financial goals or the size of financial loss you are able to withstand. Risk is just one of the things you need to consider when making investment decisions. It is advisable that you talk about the results with your financial advisor before taking any action.

Important Disclaimer

This questionnaire will help you to understand your attitude to investment risk but it is important to understand that this tool is a guide for illustrative purposes only and does not look at other factors such as your stage of life, financial goals or the size of financial loss you are able to withstand. Risk is just one of the things you need to consider when making investment decisions. It is advisable that you talk about the results with your financial advisor before taking any action.