Two out of three clients sit at the wrong risk level — and most are being placed in overly conservative portfolios, according to new research by Oxford Risk. Watch this on-demand webinar to discover how Oxford Risk’s behavioural approach to investor suitability closes the gap on generic, tick-box risk assessments, backed by data and a live case study.
In this webinar, we use anonymised data from more than 87,000 real investors to illustrate the material importance of accurately assessing investor risk suitability. To highlight the shortfalls of inaccurate assessments, we compare and contrast outcomes for firms using Oxford Risk’s Suitable Risk methodology vs. those employing only ATR questionnaires. Finally, we show you how to implement the right approach in your own business.
What we cover:
- The financial impact of under-risking clients based on analysis of more than 87,000 investors
- Why standard assessments are costing you and your clients money
- How Oxford Risk’s research-driven methodology fixes this problem while giving advisers and clients more support and confidence
- The business case for improving your investor suitability assessment
- How to implement this approach in your own business
Who should watch?
Built for firms that serve retail clients. Senior professionals responsible for investor engagement, product, distribution, or strategy at firms serving retail clients — in the UK and internationally.
Retail banks & platforms • Wealth managers • Retirement providers • Asset managers
Complete the form below to watch now.
