Oxford Risk Help Centre

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Identifying Suitable Portfolios

Getting started
- User guides
- Tool guides
Financial Personality
- Financial Personality Overview
- Financial Personality Outputs
Financial Circumstances
Knowledge & Experience
- Knowledge & Experience Overview
- Knowledge & Experience Outputs
Suitable Risk Level
- Suitable Risk Level Overview
- Suitable Risk Levels
Sustainability
- Sustainability Overview
- Sustainability Outputs
Secure Lifetime Income
Mapped investments & Portfolios
- Identifying Suitable Portfolios
- Risk-mapped funds and portfolios
Portfolio Risk Calculator
- Guides
Integrations & Technical Information
Frequently Asked Questions
- General Questions
- Please find below our most common questions and answers.
Latest Updates and Changes
- API
- Releases

Back to home

Oxford Risk Help Centre

Mapped investments & Portfolios

Identifying Suitable Portfolios

Getting started
- User guides
- Tool guides
Financial Personality
- Financial Personality Overview
- Financial Personality Outputs
Financial Circumstances
Knowledge & Experience
- Knowledge & Experience Overview
- Knowledge & Experience Outputs
Suitable Risk Level
- Suitable Risk Level Overview
- Suitable Risk Levels
Sustainability
- Sustainability Overview
- Sustainability Outputs
Secure Lifetime Income
Mapped investments & Portfolios
- Identifying Suitable Portfolios
- Risk-mapped funds and portfolios
Portfolio Risk Calculator
- Guides
Integrations & Technical Information
Frequently Asked Questions
- General Questions
- Please find below our most common questions and answers.
Latest Updates and Changes
- API
- Releases

Identifying Suitable Portfolios

How do you define investment risk?
Quantification
Measuring the risk of a portfolio
Risk model
How do you map investors to investments?
How does your risk model simulate returns?
How often should risk estimates be refreshed?
Mapping Data Input Template

Oxford Risk Homepage
Submit a request