Attitude To Risk Questionnaire

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1. I would enjoy exploring investment opportunities for my money.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

2. I would go for the best possible return even if there were risk involved.(Required)

Always

Usually

Sometimes

Rarely

Never

3. How would you describe your typical attitude when making important decisions?(Required)

Very adventurous

Fairly adventurous

Average

Fairly cautious

Very cautious

4. What amount of risk do you feel you have taken with your past financial decisions?(Required)

Very large

Large

Medium

Small

Very Small

5. To reach my financial goal, I prefer an investment which is safe and grows steadily, even if it means lower growth overall.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

6. When I consider investments that have an element of risk I feel quite anxious.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

7. Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?(Required)

Invest more funds to take advantage of the lower price, expecting future growth.

Monitor the investment and wait to see if it improves.

Transfer your money to a more secure investment product to reduce the risk of further losses.

8. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

9. If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?(Required)

All of it

More than half

Half

Less than half

Very little, if any

10. How do you think that a friend who knows you well would describe your attitude to taking financial risks?(Required)

Daring

Sometimes daring

A thoughtful risk taker

Careful

Very cautious & risk averse

11. If you had picked an investment with potential for large gains but also the risk of large losses, how would you feel?(Required)

Excited by the potential for gain

Accepting of the possible highs and lows

A little concerned

Quite uneasy

Panicked and very uncomfortable

12. Imagine that you have some money to invest and a choice of two investment products, which option would you choose?(Required)

A product with a low average annual return, but almost no risk of loss of the initial investment

A product with a higher average annual return, but some risk of losing part of the initial investment

A mixture of the two products

13. I would prefer small certain gains to large uncertain ones.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

14. When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?(Required)

I’m excited about the possible gains

I’m optimistic about possible gains

I think about both the possible gains and losses

I am conscious of the possible losses

I worry about the possible losses

15. I want my investment money to be safe even if it means lower returns.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

Sustainability Questionnaire

The European Union (EU) has introduced a set of rules called the Sustainable Finance Disclosure Regulation (SFDR).

These rules are designed to help you, as an investor, understand whether your investment manager takes into account important sustainability issues when choosing investments, such as:

The environment
Social and employee rights
Human rights
Anti-corruption and anti-bribery efforts

SFDR aims to make the investment process more transparent so you can make better-informed decisions about where your money is going and what kind of impact it has.

16. When you think about investing, is sustainability an important consideration for you?(Required)

Sustainable investing includes investing in companies whose practises and products are conscious of environmental topics like climate change and water usage, and social matters like labour rights and fair wages.

I don't have a preference.

It is an important consideration for me.

I want to invest in companies focused solely on sustainable activities.

17 Consider you had €10,000 to invest; what is the minimum amount you would want invested in companies addressing climate change, social and governance issues?(Required)

Funds typically invest in a broad range of companies. In this case we're referring specifically about sustainable investments; investing in companies that support environmental objectives like renewable energy, or social issues like diversity and inclusion.

I don't have a preference

€1,000

€3,000

€6,000

All of the €10,000

18. Consider you had €10,000 to invest; what is the minimum amount you would want invested in companies that actively help combat climate change?(Required)

The EU has set out a stricter definition of business activities that fall into this category. This includes companies whose primary focus is to help the planet through things like forestry, prevent pollution like water treatment and which protect the biodiversity of our environment like the restoration of wetlands.

I don't have a preference

€1,000

€3,000

€6,000

All of the €10,000

Instruction: Choose one of the below statements that best describes you.

No Preference(Required)

You don't have a preference when it comes to sustainability and investing. Your attitude to risk is the main deciding factor when selecting funds to invest in.

Sustainability Is A Factor(Required)

The broader impact of your investment on the environment and society is important to you. Along with your attitude to risk, your preferences for sustainability would be a deciding factor when deciding what funds to invest in.

Focused On Sustainability(Required)

Your main motivators are the impact of your investments on the environment and society, and actively supporting the shift to sustainability. Along with your risk tolerance, sustainability will strongly guide your fund choices.

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Risk Score = Max is 71

This field is for validation purposes and should be left unchanged.

What does attitude to risk mean?

Attitude to risk refers to your willingness and ability to take on financial risk in pursuit of potential rewards.

It is a key factor in investment decision-making and financial planning.

Explaining attitude to risk:Attitude to risk, also known as risk tolerance, is a critical concept in investing.

It refers to the amount of risk that an investor is comfortable taking, or the degree of uncertainty that an investor is able to handle.

This often directly influences the types of investments they make.

Understanding one’s risk tolerance can help them make investment decisions that align with their financial goals and comfort level.

Factors Affecting Attitude to Risk

Financial Situation – Wealthier individuals may be more risk-tolerant.
Investment Goals – Long-term goals (e.g., retirement) may allow for more risk.
Experience & Knowledge – More knowledge can increase confidence in risk-taking.
Psychological Factors – Personal comfort level with uncertainty and loss.

Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.

Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372