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Oxford Risk
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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