Behavioural finance addresses the imbalance in attention between what financial advice is for and whom it is for. To apply behavioural finance effectively requires understanding how investors own investments, not merely what they own. Done well, this can lead to comfortable and confident investors, and better financial outcomes.
Download our brochure to find out how Oxford Risk can support asset and fund managers with robust and consistent risk measurements with whole of market distribution.
This unique report contains the findings from a study of wealth managers and financial advisory firms in the MENA region, across Egypt, Kuwait, Oman, Qatar, Saudi Arabia, United Arab Emirates, and Bahrain. Download this report now to discover the investor trends that are growing in these regions and the tactics that firms are deploying to stay at the forefront of the advice curve.
The guide to understanding the human limitations of the financial advice process and how to combat these.
Building investment solutions for multi-dimensional people, not blunt categories. This report reviews the latest data and insights around investor risk profiling.
In this on-demand webinar hosted by Oxford Risk’s Head of Behavioural Finance, Greg Davies PhD, we’ll look at the importance of assessing Client Composure as part of the financial advice process.
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