Suitability


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Suitability

A requirement that any investing strategy fall within the financial means and investment objectives of an investor.

Suitability

The legal requirement than an investment adviser, broker, or other party act in a way most likely to fit a client's investment goals. See also: Fiduciary responsibility.
References in periodicals archive ?
If the tender is short-listed, the declarations of self-declarations (including those of the subcontractors) are to be confirmed on a separate request by submitting the documents of the competent authorities mentioned in the "self-declaration of suitability".
These new models and investigative tools enable firms to align compliance programs with changing business models to better serve customer needs, while also driving down costs by automating investment suitability compliance processes.
We used 2 logistic regression models to assess the ability of our suitability histoplasmosis score to predict the binary outcome of correctly identifying states with high histoplasmosis incidence rates, defined as [greater than or equal to] 5 cases/100,000 person-years, and states with mid-to-high incidence rates, defined as [greater than or equal to] 3 cases/100,000 person-years.
Multicriteria decision making (MCDM) method can serve to combine the information from many criteria to form a single index of evaluation, and analytical hierarchy process (AHP) (Store and Kangas, 2001; Chen et al., 2013; Zhang et al., 2015) is one of the most often employed MCDM method for land suitability analysis.
She said currently there was data available to undertake a supply-side housing land and suitability model but the demand-side data was limited.
The review found that while overall processes for client classification and suitability assessments had improved since the last review in 2012, concerns remained.
Bugoch et al (6) used monthly climatic suitability models for autochthonous transmission of ZIKV around the world, conditional on the predicted occurrence of competent Aedes mosquito vectors.
More attention should be given to quantitatively assessing habitat suitability for waterbirds and the dynamics of habitat quality in this region.
Thirty-nine states and the District of Columbia have adopted the complete 2010 version of the NAIC's annuity suitability model.
This suite of environmental factors is important for defining the habitat suitability for C.
These ecological effects may ultimately influence wildlife habitat suitability and the composition of wildlife communities across landscapes; however, little is known how deer herbivory impacts vegetation types other than forests.
Given the apparent increase in FINRA scrutiny of suitability issues, the National Ethics Association and its E&O insurance affiliate, EOforLess, recommend all securities-licensed advisors redouble their efforts to recommend only securities that are consistent with customer needs and risk profiles.