Risk Management Process

Directions: Using the categories in the risk management process, complete the chart below. You will need to identify different risks
associated with each type of investment we have covered in the portfolio project – stocks, bonds, mutual funds, other investment
options, estate planning, and protecting your wealth. You will analyze the risks you have identified and discuss how you will plan for,
monitor, and respond to the risks that you have identified for each type of investment.

Investment Identify Risks Analyze Risks Plan for Risks Monitor Risks Respond to Risks
Stocks Decrease in value Check the overall Diversifications Check your stock Sell short or wait
stock market performance
Bonds Interest rate risk

Mutual Funds

Other Investment

Other Investment

Other Investment

Auto

Property

Health

Life