Our risk profiling solutions: investor risk tolerance, capacity and suitability

We offer tailored investor risk profiling solutions based on the latest statistical and mathematical insights from Oxford University, along with research and consultancy to help investors understand their risk preferences and make informed decisions.

Introducing Oxford Risk Rating Online

Highly customisable to the needs of your business and customers, Oxford Risk Rating Online (OxRRO) is our web-based investor profiling platform. High street banks, wealth managers and financial advisers use ORRO to gain total insight into investors’ risk preferences.

Customise so investors see your branding
Configure assessments to reflect how you engage with investors
Personalise questions and scenarios for your investors

You can license the Oxford Risk Rating Online intellectual property and create your own standalone profiling system, rather than using our web-based platform.

Get in touch to talk through potential options.

Financial product profiling

Alongside our investor risk profiling services we offer advanced portfolio risk rating and product risk rating solutions.

These enable wealth managers to:

Match customer risk profiles to investments with suitable risk ratings
Analyse bespoke portfolios by assessing correlated and interdependent risks within them
Create bespoke portfolios to reflect investor risk preferences

Licensing Oxford Risk’s intellectual property

A wide range of high street banks, wealth managers and independent financial adviser networks use Oxford Risk Rating Online to ensure a consistent, controlled and continually recalibrated risk profiling environment.

Should your organisation prefer to license the Oxford Risk Rating Online intellectual property to create a standalone profiling system, however, we are happy to talk through potential options.