Risk Mapping Service

Robust and reliable Risk Rating Mapping service for asset and fund managers to link investors with the most suitable investments.

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.


Market distribution and exposure

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.

  • More than 10,000 financial advisers use Oxford Risk’s Investor Compass solution
  • More than 30% of asset managers and fund managers already map to Oxford Risk risk ratings
  • An estimated £500bn in assets are managed to Oxford Risk’s Risk Mapping service
  • Oxford Risk integrates and partner with all major back-office systems
  • The only solution to accurately assess and match client ESG sustainability preferences

Unique behavioural finance methodology

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.

  • Enabling advisers to accurately match client risk outcomes to suitable investment solutions
  • Advanced quant risk model to determine the long-term (10-year) risk of any fund or portfolio based on asset allocations
  • Risk engine simulates thousands of future return paths for each asset class, and assumes quarterly rebalancing
  • Deeper client insight and engagement increases satisfaction, ultimately driving share of wallet and word of mouth referrals. 

Risk-Mapped Funds

You can see our full list of risk-mapped funds along with specific risk ratings.

Latest resource

Why Oxford Risk for Risk Mapping

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.

Why Oxford Risk for Risk Mapping