Author, former Chartered and Certified Financial Planner and Chartered Tax Adviser. MA Cambridge.
Oxford Risk collaborated with Newton Investment Management on a report analysing how a better understanding of investors' sustainable-investing goals could drive improved uptake of sustainable-investing solutions.
The report can be read here.
An interview between Greg Davies and Newton discussing the report can be viewed here.
Investment management specialists, 7IM have partnered with behavioural finance pioneers, Oxford Risk to support growing demand amongst advisers and wealth managers for risk-mapped funds and portfolios.
Read MoreMeasuring investor ESG preferences has gone from a nice-to-have to a must-have. Without behavioural forethought, how to do it risks prioritising the false economy of easy pigeonholing over a genuinely valuable understanding of an investor’s preferences.
Read MoreSustainable and would-be-sustainable investors are distinguished by attitudes far more than by demographics, and points to six 'social investment profiles' that indicate characteristics of different representative groups of the investing population.
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