Risk Tolerance and Investment Objective Definitions Sample Clauses

The 'Risk Tolerance and Investment Objective Definitions' clause establishes clear definitions for the levels of risk an investor is willing to accept and the specific financial goals they aim to achieve. It typically outlines categories of risk tolerance, such as conservative, moderate, or aggressive, and describes various investment objectives like capital preservation, income generation, or growth. By providing these definitions, the clause ensures that both parties have a mutual understanding of key terms, which helps align investment strategies with the investor’s preferences and reduces the likelihood of misunderstandings or disputes regarding investment decisions.
Risk Tolerance and Investment Objective Definitions. 1. Risk Tolerance Aggressive. The aggressive portfolio should be constructed to help maximize long−term annual returns rather than to minimize possible short−term losses. Moderately Aggressive. Moderately aggressive investors are willing to assume more short−term risk in an attempt to maximize long− term annual returns. Moderate. The moderate investor is willing to accept more risk than the conservative or the moderate conservative investor, but is probably not willing to accept the short−term risk associated with the goal of achieving a long−term return dramatically above the inflation rate. Moderately Conservative. The moderately conservative investor is sensitive to short−term losses, but can tolerate some risk in an attempt to achieve a higher rate of return. Conservative. The conservative investor is particularly sensitive to short−term losses, but is seeking to outperform inflation over the long run.
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Risk Tolerance and Investment Objective Definitions 
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