Guides & Reports

Webinar
Masterclass: The Personalisation of Applied Behavioural Finance

Masterclass: The Personalisation of Applied Behavioural Finance

Head of Behavioural Finance at Oxford Risk, Dr Greg B Davies joins Markus Schuller, Founder & Managing Partner of Panthera Solutions for a behavioural Masterclass. This is now available on-demand.

Webinar
Sustainable Investing and ESG

Sustainable Investing and ESG

Head of Behavioural Finance at Oxford Risk, Dr Greg B Davies is joined by author of Sustainable Investing in Practice: ESG Challenges and Opportunities, James Purcell. Watch now for interesting debate on the important topics surrounding sustainable investing.

Guide
Digital and Hybrid Advice Transformation Guide

Digital and Hybrid Advice Transformation Guide

Download the guide now to gain the latest data and insights that will help you digitise all or part of your financial advice process.

Webinar
Driving investor engagement for better outcomes

Driving investor engagement for better outcomes

Behavioural finance specialists, Oxford Risk and innovative investor voting platform, Tumelo present an on-demand webinar on how to best understand, empower, and engage investors by activating their shareholders' voices.

Guide
A Wealth Manager's Guide to Keeping Clients Invested During Periods of Market Instability

A Wealth Manager's Guide to Keeping Clients Invested During Periods of Market Instability

Download our guide to explore the methods for helping clients stay the course during turbulent times.

Guide
FCA Consumer Duty PS22/9

FCA Consumer Duty PS22/9

Find out how Oxford Risk can support your firm in meeting the FCA New Consumer Duty regulation PS22/9.