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  1. Oxford Risk
  2. Methodology

Methodology

1. Financial Personality

  • Risk Tolerance
  • Knowledge and Experience
  • Composure
  • What is a psychometric questionnaire and why is it used to assess Risk Tolerance?
  • Confidence

2. Financial Circumstances

  • Risk Capacity
  • Does the tool take into account any personal details about customer profile as well as their responses to questions? (e.g. age, gender)

3. Suitable Risk Level

  • How are the recommendations developed?
  • Calculating Suitable Risk
  • How do your tools use gamification techniques?
  • Are there any assumptions built into the tool which could potentially affect outcomes?

4. Identifying Suitable Portfolios

  • Projections
  • What is investment risk? 
  • Defining risk bands
  • Measuring portfolio risk
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