Intelligence and insight into investor risk profiling for advisors, wealth managers, banks and IFAs... more
FAQs about Oxford Risk Podcast:How many episodes does Oxford Risk Podcast have?The podcast currently has 17 episodes available.
July 30, 2019How to assess Risk CapacityDr Greg B Davies explains the correct way to assess Risk Capacity...more3minPlay
July 12, 2019The importance of Risk CapacityDr Greg B Davies explains the importance of Risk Capacity...more5minPlay
June 25, 2019How not to measure Risk ToleranceDr Greg B Davies covers the unstable methods of measuring risk tolerance...more8minPlay
June 11, 2019What is Risk Tolerance?Dr Greg B Davies explained what risk tolerance is exactly...more6minPlay
February 02, 2018Episode 13 - Welcome Nick CharnleyGillan Williams welcomes Nick Charnley who will be replacing Andre Correia....more5minPlay
September 29, 2017Episode 12 - Issues with asset allocationAndre Neves Correia and Gillan Williams discuss the pitfalls of investor risk profiling....more20minPlay
June 19, 2017Episode 11 - What is psychometrics and why do we use it?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?...more19minPlay
May 10, 2017Episode 10 - Changes to Risk profiling and RecalibrationRisk 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....more23minPlay
March 16, 2017Episode 9 - MiFID II Suitability and AppropriatenessMiFID 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....more19minPlay
February 17, 2017Episode 8 - Investor risk profiling around the worldAndre Correia and Gillan Williams discuss how investor risk profiling differs around the world, exploring different attitudes to risk and reglatory expectations....more11minPlay
FAQs about Oxford Risk Podcast:How many episodes does Oxford Risk Podcast have?The podcast currently has 17 episodes available.