Solution introduction

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.

 

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