What Is an Investment Appraisal?

Investment capacity assessment is a financial investment consulting concept proposed by financial investment researcher Gabriel. It includes two aspects of the existing investment capacity assessment, investment capacity improvement planning, and recommendations.

Investment Capability Assessment

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Investment capacity assessment is a financial investment consulting concept proposed by financial investment researcher Gabriel. It includes two aspects of the existing investment capacity assessment, investment capacity improvement planning, and recommendations.

Investment Ability Assessment

Investment Capability Assessment

Evaluators can use questionnaires, field exchanges, scenario tests, simulated investments, and other methods to help investors analyze their basic investment knowledge, investment ideas, investment strategies, investment methods, self-control capabilities, and psychological balance. Whether the conditions have met the requirements of a qualified investor and whether it is suitable to invest actual funds for investment.

The evaluator can also grade and score investment capabilities based on the investor's current investment capabilities with reference to the investment capability maturity model. And according to the current level of investment capacity and lack of investors, put forward suggestions for improving the study ability and investment route of investment capacity.