We use our advanced quant risk model to determine the long term risk of any fund or portfolio, providing a robust & reliable solution for mapping investors risk profile to suitable investments.
- What makes investment choices suitable for an investor? How do you know the mapping process is robust? How do you judge the reliability of the output?
- Oxford Risk’s end-to-end suitability framework is based on scientific understanding of investors’ risk preferences, circumstances and behaviours, and forges a quantitative link between investors and investments.
Assess Investor Risk
A risk profile combining a risk-tolerance test that does not confuse in-the-moment behaviours with stable risk-reward preferences, combined with a streamlined but quantitative measure of risk capacity that responds dynamically to investors’ changing financial circumstances.
Establish Investment Risk
A proprietary methodology based on quantitative finance theory underpinned by extensive experience of empirical testing, using long-term equilibrium risk measures and correlations of asset classes.
Link Investor to Suitable Investment
A translation of risk-profile into suitable risk bands based on behavioural finance and utility theory, to be matched to the absolute measure of a portfolio’s risk. A dynamic process that fully accounts for changes in investor circumstances and market parameters.
Get in touch to discuss how our fund mapping service can improve your client outcomes