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Oxford Risk Podcast

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We discuss investor risk and intelligence with contributors from Oxford Risk, the industry and the University of Oxford.

We discuss investor risk and intelligence with contributors from Oxford Risk, the industry and the University of Oxford.
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Location:

United Kingdom

Description:

We discuss investor risk and intelligence with contributors from Oxford Risk, the industry and the University of Oxford.

Language:

English

Contact:

+44 (0) 1865 292055


Episodes

Episode 12 - Issues with asset allocation

9/29/2017
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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
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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
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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
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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
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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
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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 4 - Insights into Evolutionary Game Theory and investor parallels with animal risk behaviour

11/8/2016
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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
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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
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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


Pilot Episode

10/10/2016
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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