Emotional investing can lead to an average of 300bps of lost returns for an individual client each year. To combat this, Oxford Risk’s unique advisor client risk, ESG, and personality alignment assessment tools give advisors the deepest and clearest picture of each client’s nuanced goals and ability to tolerate market stresses. This supports financial advisors in mapping each client to an appropriate investment portfolio whilst keeping them calm and invested during periods of market volatility.

• Happier clients through the deepest possible understanding
• Clients remain invested and are more tolerant of market instability
• Maximize time and growth opportunities through digital automation