Compass

Compass is a digital end-to-end suitability and client engagement tool designed to guide investors in their decision making. Based on the most advanced behavioural and quantitative finance tools, it’s a market-leading offering from a company with a uniquely powerful heritage in risk profiling and suitability.

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Guiding you to the best possible decisions

Financial decision making can be challenging. Investors trying to navigate to their desired destination may not always have a complete map. There will be unforeseen challenges and obstacles along the way, on a journey at the mercy of elements outside their control. The route must respond to changes in conditions and circumstances, while ensuring unexpected elements don’t throw the investor off course. The solution requires a compass, exploiting the knowledge and understanding that comes with experience, and not allowing unpredictable emotional reactions to get in the way. Successful investors know the journey may be uncomfortable at times, and that mental preparation is crucial to staying on course and reaching the destination.

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Oxford Risk Suitability DNA

Suitability is at the core of any investment decision process. It’s the distillation of the investor, their preferences and their current situation. Oxford Risk takes a holistic view of suitability, taking account of the person as a whole: their emotions, psychology, behaviour, and experience. Click here to find out more about Oxford Risk Suitability DNA and why it's vital for successful outcomes.

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A few of our clients