Oxford Risk
HQ Address
The Print Rooms Unit 110 - 164-180 Union St, London, SE1 0LH, United Kingdom
Website Address
Business introduction
Behavioural Finance. Applied
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.
Oxford Risk Solutions
Behavioural Engagement Technology
Oxford Risk’s Behavioural Engagement Technology combines our award-winning suitability assessments with our cutting-edge behavioural profiling, to help you keep clients engaged and deliver hyper-personalised service. Sending the right messages to the right people at the right time can increase investor engagement by 2-6x and drive organic growth of assets under......
business needs
view solutionConsultancy
We specialise in applying the latest behavioural-science insights to research and analysis for proposition design, fund construction, and risk-model validation. We leverage world-class academic credentials and decades of industry experience to improve commercial outcomes by guiding people to the best possible decisions. Our unique blend of expertise, and application of the latest......
business needs
view solutionInvestor Compass
Investor Compass is an end-to-end risk profiling and suitability solution – built on advanced behavioural finance. A comprehensive financial profiling process is crucial in revealing an investor’s willingness and ability – both financial and emotional – to take risk, and to calmly take control of their finances. This goes far......
business needs
view solutionRetirement Income Suitability
Our unique At-Retirement Suitability solution supports wealth managers and their investment clients in understanding: How much of the investor’s investible assets should be used to purchase a guaranteed income? How much investment risk should be taken with the part that remains invested? Oxford Risk’s Retirement Income Suitability solution helps firms improve outcomes for......
business needs
view solutionRisk Mapping Service
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......
