Issue link: https://info.seic.com/i/1476818
6 Risk tolerance questionnaire. SEI uses four elements to recommend a suitable strategy for you: 1) your risk tolerance; 2) your selection of a desired investment time horizon; 3) your tax sensitivity; and 4) your selection of an investment objective. Please make your selections for each of these elements below. 1. What best describes your current situation? (select one) A. Income and expenses are expected to rise and investable assets are accumulating (e.g., early career) B. Income and expenses are relatively steady and savings are growing modestly (e.g., mid/late career) C. Income and expenses are relatively steady and savings are growing significantly (e.g., mid/late career) D. Income and expenses are declining and/or savings are being used to maintain desired lifestyle (e.g., retirement) 2. What is your greatest concern? (select one) A. Not growing my assets significantly over time; I am willing to assume higher risk for higher return potential B. Losing money in a market downturn along the way C. Losing more money than a certain amount within a given time frame (e.g., retirement) D. Not having certainty around achieving my wealth goal in the remaining time 3. Each year, the value of your portfolio fluctuates as markets change. If you invested $500,000, which of the following portfolios below would you choose? (select one) These portfolios are strictly hypothetical and for illustrative purposes only. 4. In addition to the information already provided with respect to your preferences for certain investment types, what describes you best? (select one) A. I am a long-term investor focused on growing my assets B. I want to plan long-term but have a hard time shrugging off moderate-to-severe losses C. I need stable cash flows to meet my living expenses D. I am focused on preserving capital; I don't mind if this approach sacrifices return potential Portfolio 1 Portfolio 2 Portfolio 3 , , , , , , , , , , - - - This is where a , investment might be after one year of very good market conditions. This is where a , investment might be after one year of normal market conditions. This is where a , investment might be after one year of poor market conditions. One-year range of potential values ANSWER 1 ● A ● B ● C ● D ANSWER 2 ● A ● B ● C ● D ANSWER 3 ● Por tfolio 1 ● Por tfolio 2 ● Por tfolio 3 ANSWER 4 ● A ● B ● C ● D