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Financial Circumstances Overview
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Knowledge & Experience Overview
Knowledge & Experience Outputs
Suitable Risk Level
Suitable Risk Level Overview
Suitable Risk Levels
Sustainability
Sustainability Overview
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Secure Lifetime Income
Mapped investments & Portfolios
Identifying Suitable Portfolios
Risk-mapped funds and portfolios
Portfolio Risk Calculator
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API
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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
Getting started
User guides
Tool guides
Financial Personality
Financial Personality Overview
Financial Personality Outputs
Financial Circumstances
Financial Circumstances Overview
Simplified Risk Capacity
Risk Capacity
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
API
Product specifications
CRM integrations
Technical Information
Frequently Asked Questions
General Questions
Please find below our most common questions and answers.
Latest Updates and Changes
API
Releases
Mapped investments & Portfolios
Identifying Suitable Portfolios
How do you define investment risk?
How often should risk estimates be refreshed?
Risk model
Measuring the risk of a portfolio
Mapping Data Input Template
Quantification
How does your risk model simulate returns?
How do you map investors to investments?
Identifying Suitable Portfolios
Which asset classes do you look at when quantifying portfolio risk?
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Risk-mapped funds and portfolios
Oxford Risk Fund Search
Secure Lifetime Income (SLI) Fund Search Tool
