Investment Policy Assessment (IPA)-Test

Before you start investing, we invite you to complete a short IPA (Investor Profile Assessment) questionnaire designed to understand your investment objectives, time horizon, and risk tolerance. The questionnaire helps determine your investor profile and provides insight into your investment preferences and attitude toward risk. The information collected is used solely to inform clients about the general characteristics and risks of financial instruments. SY Investment provides brokerage services on an execution-only basis (execution of client orders). All investment decisions are made by the client independently.

SY Investment
1) Primary Investment Objective
2) Investment Horizon
3) Risk Tolerance
4) Preferred Asset Classes
5) Regional Focus
6) Additional Comments
7) Contact Information

Profile

This is an indicative allocation.Your responses indicate your general investment profile and level of risk tolerance. The asset allocation examples shown below are illustrative only and represent typical approaches used in financial markets for different levels of risk. This information is provided for informational purposes only and does not constitute an individual investment recommendation.

      Expected return (p.a.)
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      Expected volatility
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      Max drawdown (proxy)
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      Sharpe (target)
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      Important: The asset allocation examples presented are illustrative and intended solely to demonstrate different levels of investment risk. They do not constitute investment advice, a recommendation, or an offer to buy or sell financial instruments. SY Investment provides brokerage services on an execution-only basis and executes client orders. Investment decisions are made by the client independently. All investments involve risk, including the possible loss of principal.