We use our advanced quant risk model to determine the long-term risk of any fund or portfolio, providing a robust and reliable solution for mapping investors' risk profiles to suitable investments.
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 advisers. Using the Oxford Risk investment mapping provides fund and asset managers with a simple way of helping advisers to match their funds to client needs.
We independently assess the risk levels of portfolio and fund solutions to enhance their visibility and usability for potential investors.
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.
You can see our full list of risk-mapped funds along with specific risk ratings.
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Download our brochure to find out how Oxford Risk can support asset and fund managers with robust and consistent risk measurements with whole of market distribution.
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