Episodes
Published 07/30/19
Published 07/30/19
Published 07/12/19
Published 06/11/19
Gillan Williams welcomes Nick Charnley who will be replacing Andre Correia.
Published 02/02/18
Andre Neves Correia and Gillan Williams discuss the pitfalls of investor risk profiling.
Published 09/29/17
Psychometrics is a method for profiling an investor's attitude to risk, but how much do you know about it and why this method is used?
Published 06/19/17
Risk tolerance is relatively stable, but due to the changing nature of investor risk preferences, it is important to ensure your risk profiling process is regularly re-calibrated to ensure improved accuracy over time.
Published 05/10/17
MiFID came into effect in 2007 to sufficiently facilitate cross-border investment services in Europe. These regulations have been updated in the form of MiFID II which will come into effect on 3rd Jan 2018. These regulations go beyond risk tolerance but our interest focuses on the points of suitability and appropriateness.
Published 03/16/17
Andre Correia and Gillan Williams discuss how investor risk profiling differs around the world, exploring different attitudes to risk and reglatory expectations.
Published 02/17/17
Andre Correia and Gillan Williams discuss Oxford Risk's latest product, a decumulation specific risk tolerance assessment. It has been calibrated for the liberalised pension investments market, providing a more suitable assessment of the investor at that life stage.
Published 01/16/17
Andre Correia and Gillan Williams take an overview of 2016, a year full of change and how these changes have affected investor risk preferences. The Brexit vote has huge implications but how have investors responded according to how much risk they are now willing to take?
Published 12/14/16
The Oxford Risk Rating Online platform (ORRO) offers industry leading investor risk profiling but at some point, all systems should be updated. Considering new developments in risk profiling and accounting for data gaps discovered by academics, we have updated the ORRO to take these adjustments into account.
Published 11/24/16
Professor Lord John Krebs, Professor Alex Kacelnik and Gillan Williams discuss Evolutionary Game Theory and the parallels between animal risk behaviour and investors. Several insightful lessons are highlighted, which are relevant to investment advisors and investors alike.
Published 11/08/16
The third episode of the Oxford Risk Podcast. In the first segment Gillan Williams and Andre Correia discuss Investor Risk Capacity and how it helps advisors understand more about investors during the risk profiling assessment. During the second segment, Dr Alex Chase explains the results of his study on UK voters and their change in attitude towards large purchases after the Brexit vote and how that might affect investment decisions.
Published 10/28/16
The second episode of the Oxford Risk podcast. Gillan Williams and Andre Correia discuss the concept of suitability and how it relates to investor risk profiling.
Published 10/14/16
The pilot episode of the Oxford Risk podcast. Gillan Williams and Andre Correia discuss investor risk profiling and who Oxford Risk are.
Published 10/10/16