Relevant articles, white papers and publication to Oxford Risk’s research, consultancy, products and services
Suitability, client profiling, risk capacity and goals-based investing
- Recent brief blog on the importance for suitability of robust consistent assessments of both investors and investments: Allocating risk requires measuring both investments and investors
- Greg B Davies’ most recent paper: New Vistas in Risk Profiling (for the CFA Research Institute) – on the “state-of-the-art” of risk profiling, including how to effectively build a model of risk capacity as well as importance of considering the other behavioural attitudes/dimensions. Shorter blog overview here.
- How not to measure Risk Tolerance
- A behavioural perspective on 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
- Book: Behavioral Investment Management (McGraw-Hill)
- On using the distinction between risk and composure (or anxiety) in portfolio optimisation: Don’t let the best be the enemy of the achievable
Social impact investing
- White paper from the pioneering social impact work at Barclays: The Value of Being Human
- Recent work for the UK government (which we’ll be turning into social impact profiling tools) on behavioural attitudes to impact investing and social good
- An article on impact investing written for a recent client (focussed purely on impact investing), for whom we designed a suitability framework that included tools for impact investing profiling: Investing for Humans – Beyond Spock