Investor risk profiling, based on intelligence and innovation from the University of Oxford
High street banks, wealth managers and independent financial adviser networks use our risk profiling solutions to match investors and investments, more intelligently.
The concept of mapping the outcome of a risk tolerance, or attitude to risk, assessment to a range of suitable investment solutions has become a key concern for advisers and ‘Robo-advisers’ alike
Analysing UK investor preferences is a complex process which we manage very closely
Since the release of the FCA’s (the FSA) guidelines on investor risk profiling, the requirements an adviser must follow to adhere to a compliant risk profile have been set out.