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Individual

Corporate

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Male

Female

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No

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Risk profile

High School Education

College

Postgraduate

Others

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Monthly/weekly

Semiannually

Annually

Every 2 years

More than 2 years

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Investment proposal by the executive

Analyze proposals and alternatives with the executive

Ask experts you trust

Make the decision on your own

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Closely related

Certain relationship

Little relationship

No relationship at all

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Has no financial knowledge

Has basic notions and concepts

Knows different investment options and risk levels

Has extensive knowledge of products and investment strategies

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Saving account/Term deposit

Fixed income

Mutual funds

Shares

Financial derivatives

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Less than USD 1,000

Between USD 1,001 and USD 2,000

Between USD 2,001 and USD 5,000

More than USD 5,000

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Asset in slow growth, without accepting negative volatilities, at low profitability

Accepts negative volatilities in the asset value only for short periods of time

I seek profitability between medium and long term, standing volatilities

I assume that the higher the risk, the higher the profit and I apply it to the investments

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Switch to an instrument without risk

Switch part of the funds to lower risk investments

Review with concern but would not move the investment

Invest more if there are fundamentals for it

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No

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I agree

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