Publications

Red Line

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

 

Red Line