Researcher Access to the FinaMetrica Risk Profiling System

FinaMetrica's Risk Profiling system has gained international recognition as world's best practice. Developed and tested in Australia over four years with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now used by leading financial advisers around the world, including the US and the UK.

The system provides a scientific assessment of an individual's personal financial risk tolerance in plain English. The system uses psychometrics to ensure validity and reliability. The 25-question risk tolerance questionnaire can be completed in 15-20 minutes and the comprehensive risk profile report is available immediately.

The availability of a web-based psychometric test of risk tolerance adds a new dimension to Behavioural Finance research and the existence of a growing database of completed risk and demographic questionnaires provides a unique resource for reserachers. FinaMetrica supports the advancement of financial planning by allowing researchers free use of the FinaMetrica system, just fill in the registration form below.

Using FinaMetrica's Intellectual Property and Source Materials

FinaMetrica grants researchers an unrestricted licence to reproduce copyright materials for research purposes provided that the source is acknowledged. For a list of materials of particular interest, please visit our Resources page for an extensive range of guides and helpful resources.

Accessing the Risk Profile Database

FinaMetrica has a large database of completed risk tolerance and demographic questionnaires - over 370,000. We are happy to make this data (stripped of names and email addresses, which is the only personally identifying information stored) available to researchers.

We reserve the right to make a (nominal) charge for extracting the data to cover our costs. Researchers interested in more detail should contact us with their requests.