Publications

Relevant articles, white papers and publication to Oxford Risk's research, consultancy, products and services

Suitability, Client Profiling, Risk Capacity and Goals-based investing

Using behavioural techniques for client engagement and better decisions, including use of technology and gamification

  • On dynamic suitability and the role of technology in the advice process - Does Wealth Management Need A.I.?
  • On using a full behavioural toolbox to improve complex/holistic savings and investment decisions: Beyond Nudge (And video of related talk for 5 year anniversary of London Behavioural Economics Network)

Behavioural Approaches to portfolio optimisation

Social Impact Investing