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Oxford Risk's Investor Compass solution.
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Meet investor demand for ESG by accurately assessing client sustainability preferences.
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Instantly visualize, review, and evaluate client investment portfolios based on a given risk level.
Product Description
About this Product
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
About Oxford Risk
Founded in 2002 by leading behavioral scientists from Oxford University, Oxford Risk uses behavioral finance, data science, and quantitative finance to build technology for advisers, wealth managers, banks, pension providers, and financial institutions. This enables them to gain the deepest possible insights of their clients, investors, and members in order to support the best possible financial decisions throughout their lives.
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.