suitability

Definition

A requirement to determine if an investment strategy is appropriate or suitable for a given investor, based on the investor's goals and financial situation.

Use suitability in a sentence

The suitability of buying these stocks for you is good, because you want low risk stocks and these meet the requirements.

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The suitability of an investment will change based on common factors such as age, risk, income, retirement goals, and unexpected life changes.

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The age of the elderly lady affect her suitability for the exchange fund as she did not need to take an investment with such large risks but instead she needed a safer investment which would ensure her adequate cash flow for the res t of her life.

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Know Your Customer value for money (VFM)