Mapping is the means of bringing together investors and investments to produce suitable outcomes, by determining the right level of investment risk for a given investor’s risk profile.
The Oxford Risk approach is unique for applying a robust academic methodology to the mapping question, and producing a dynamic process that fully accounts for changes in investor circumstances and market parameters.
Our suitability tools are used broadly by wealth managers and independent financial advisors. Using the Oxford Risk investment mapping provides fund and asset managers with a simple way of helping advisors to match their funds to client needs.
We help investment managers and platforms promote solutions to the investors for whom they’re suitable.
We independently assess the risk levels of portfolio and fund solutions to enhance their visibility and usability for potential investors.
A trustworthy mapping methodology requires a scientific assessment of investors and investments and a reliable means of combining the two.
Our methodology puts investor risk and investment risk in the same language, so they speak to, not past each other, to ensure end-to-end consistency of your suitability processes.