1 Paris Garden, London, SE1 8ND, United Kingdom
Unique behavioural finance software for financial institutions, wealth managers, and digital advisers. We provide the most robust assessment of an investor's risk, ESG preferences and financial personality. Help your investors make the best financial decisions over their lifetimes
We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout their lives.
Our technology empowers financial institutions to provide hyper-personalised service to their clients, for today and for a lifetime of financial decisions.
The combination of behavioural science, data research, and quantitative finance, supports holistic financial decision-making — spanning investment, savings and borrowing.
We apply rigorous academic research and holistic thinking to practical business problems; enabling the optimal union of risk, client personality and advice.
Based on over a decade of scientific research combined with practical, real-world insight into risk profiling and client engagement. Compass combines: people’s willingness to take risk (risk tolerance), with their changing ability to take risk (dynamic risk capacity), informed by their behaviours (emotional comfort), and knowledge and experience formed over time. We can: Help you embed a robust, evidence-based......
Oxford Risk offers specialised consulting services at the intersection of behavioural science and quantitative finance. Our unique blend of deep financial services expertise and the latest academic insights into how people make decisions and react emotionally to that process can add valuable insight to many areas of financial services, from......
An investor's risk profile should be mapped to a level of suitable portfolio risk (and hence to asset allocations) using quantitative risk bands. The Oxford Risk approach is unique in applying a robust academic methodology to this process. An investment solution should be mapped to a risk profile that accounts for both risk......