Risk Profiling

Oxford Risk is a popular tool used across the financial services sector. It provides an innovative way of supporting advisers with assessing risk tolerance and risk capacity.

The questions are designed to really get to know clients and truly understand their financial goals and needs, looking specifically at how much risk individuals are comfortable with and how this maps to investment options available to help money grow.

Each portfolio and fund solution is independently assessed with an appropriate risk level assigned to each investment. In addition to this risk assessment, Oxford Risk also takes into account capacity for loss. Answers to the short multiple choice questions, feed into the scientific methodology that sits behinds the scenes, allowing advisers to map clients’ answers to suitable investment solutions, ensuring consistency throughout the process.

Each unique risk report provides advisers with the key information they require to dig deeper and ask further questions to really ensure the investment solution is right for a client’s circumstances.

The Oxford Risk approach is unique for applying a robust academic methodology to the mapping questions, and producing a dynamic process that fully accounts for changes in investor circumstances and market parameters including ESG.

Using Oxford Risk provides advisers with a qualitative approach to match clients suitability with our investment solutions.