A risk worth taking
Summer 2007
Investment performance is inextricably linked to risk and the
greater return you require, the more risk you’ll usually have to
take. Ascertaining your attitude to risk and how much you can
afford to take is one of the most important elements in deciding
how best to invest your money.
Risk is a measure of uncertainty and
unpredictability, and in the investment world risk is generally
defined as the probability that the actual return on an
investment will be different from the expected return. Taking very
little risk will result in predictable but low potential returns.
Investments with a high level of risk can lead to potentially high
returns but also, on the downside, the possibility of higher
potential losses.
Most people tend to be risk averse and,
ultimately, want to achieve the highest possible return with the
lowest possible risk. This is known as the risk/return trade off.
Investors expect to be rewarded for taking more risk with their
money and, as a consequence, the difference between the risk free
cash rate and the greater potential reward is often referred
to as the risk premium.
At the low risk end of the scale is the risk
free rate of return, or what you could get if you placed your money
on deposit with an established bank or building
society. With a Bank of England base rate at 5.75%, you
could earn between 5% and 6% per year, dependent on the amount and
term invested, with virtually no risk at all. In contrast though
there is the possibility to earn significantly higher returns over
the long-term by looking at potentially more risky investments
such as equities or alternative investments.
With the stock market currently reflecting
very bullish conditions it could be tempting to try your
hand at playing the markets yourself but it is an inherently risky
strategy unless you are sure of what you are doing. A popular
option these days is to opt for an index tracker that will attempt
to emulate the performance of a particular market index, such as
the FTSE100. This is certainly less risky than picking and choosing
individual stocks for yourself, but there is still a significant
risk associated with the entire market the index represents. One
doesn't have to think back too far to recall market crashes, such
as Black Monday in 1987, and the more protracted bear
market in 2000 to 2003.
Basically, an investor in the stock
market needs to take a long-term view to ride the volatility
and price fluctuations associated with the market. This sort of
investment is not suitable for someone who may need to sell their
stocks at short notice when the share price is low. With a
longer time horizon, you have the opportunity to recoup any
possible losses and, consequently, can tolerate far more
risk. The minimum period you should be prepared to invest in
stock markets is five years. You may, alternatively, consider
diversifying your risk by investing in a wider range of asset
classes.
When many people consider investment risk they
automatically think of losing some or all of their money, but this
‘capital risk’ is not the only type of risk to be faced. The
effects of inflation or ‘inflation risk’ must also be considered as
rising prices can seriously erode the buying power of your
money. Savings accounts have very little capital risk but
inflation can erode the effective return on your investments over
time.
So how do you go about determining your own
personal risk preference? The answer to this is probably dependent
on your financial goals, and these can vary from securing a source
of income, to building a substantial lump sum over the longer term
to finance specified objectives, such as your retirement. To meet
your set objectives you need to weigh up what you can afford to
save, what time period you are looking at and, finally, what
sort of return is required.
The influence of time frame cannot be
underestimated. If the funds are required in the near future a more
conservative investment strategy will be required. If the money can
be tied up for a longer term, it can usually be invested more
aggressively.
Another important influence on your risk
tolerance is your net worth - your assets minus your liabilities.
This will give you a guide to your available risk capital; the
money you can afford to invest without adversely affecting your
lifestyle. If you have a high net worth and the proposed investment
is a relatively small proportion of your wealth you can
obviously afford to take greater risks. Determining how much money
you can save in higher risk investments is inevitably linked
to how much you can afford to lose. If risk capital is limited it
can be dangerous to invest too aggressively and run the risk of
having to urgently sell your stocks when the price is
down.
Finally, it is important to focus on your
financial objectives. If you are building capital with a specific
aim, such as a property investment, further education, or your
retirement, you will not want to take unnecessary risks with your
funds. In contrast, if you are looking to earn additional income
and have risk capital or disposable income to invest, then you can
afford to be more risk tolerant and take a more aggressive
investment approach.
In attempting to achieve your financial
objectives, you will be confronted by a range of different
risks that must be managed effectively to achieve the desired
outcome. It is therefore vital that your attitude to risk is
thoroughly reviewed before building an investment solution. Making
informed investment decisions involves not only researching
individual investments, but also thoroughly understanding your own
financial situation and tolerance to risk.