Oxford Risk Podcast
Business & Economics Podcasts
Intelligence and insight into investor risk profiling for advisors, wealth managers, banks and IFAs
Location:
United Kingdom
Description:
Intelligence and insight into investor risk profiling for advisors, wealth managers, banks and IFAs
Twitter:
@OxfordRiskLtd
Language:
English
Contact:
+44 (0) 1865 292055
Website:
https://www.oxfordrisk.com/
Episodes
Episode 13 - Welcome Nick Charnley
2/2/2018
Gillan Williams welcomes Nick Charnley who will be replacing Andre Correia.
Duration:00:04:43
Episode 12 - Issues with asset allocation
9/29/2017
Andre Neves Correia and Gillan Williams discuss the pitfalls of investor risk profiling.
Duration:00:19:27
Episode 11 - What is psychometrics and why do we use it?
6/19/2017
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?
Duration:00:18:28
Episode 10 - Changes to Risk profiling and Recalibration
5/10/2017
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.
Duration:00:22:27
Episode 9 - MiFID II Suitability and Appropriateness
3/16/2017
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.
Duration:00:18:40
Episode 8 - Investor risk profiling around the world
2/17/2017
Andre Correia and Gillan Williams discuss how investor risk profiling differs around the world, exploring different attitudes to risk and reglatory expectations.
Duration:00:10:52
Episode 7 - Decumulation risk tolerance profiling for retirement focused investments
1/16/2017
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.
Duration:00:11:35
Episode 6 - Review of changes in investor preferences in 2016, Brexit and whats to come in 2017
12/14/2016
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?
Duration:00:16:22
Episode 5 - Update to the Oxford Risk Rating online platform
11/24/2016
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.
Duration:00:09:03
Episode 4 - Insights into Evolutionary Game Theory and investor parallels with animal risk behaviour
11/8/2016
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.
Duration:00:14:16
Episode 3 - Discussing Risk Capacity and UK investor sentiment after the Brexit vote
10/28/2016
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.
Duration:00:13:22
Episode 2 - What is Suitability and how important is it when considering investor risk profiling?
10/14/2016
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.
Duration:00:11:03
Episode 1 - Pilot Episode
10/10/2016
The pilot episode of the Oxford Risk podcast. Gillan Williams and Andre Correia discuss investor risk profiling and who Oxford Risk are.
Duration:00:10:52
Pilot Episode
10/10/2016
The pilot episode of the Oxford Risk podcast. Gillan Williams and Andre Correia discuss investor risk profiling and who Oxford Risk are.
Duration:00:10:52