Oxford Risk, a leading provider of behavioural finance risk suitability technology, is proud to announce its strategic partnership with Aviva Investors to risk map the Aviva Multi-Asset Core (MAF Core) and Multi-Asset Plus (MAF Plus) fund ranges.
This collaboration brings together Oxford Risk’s advanced behavioural risk assessment capabilities with Aviva Investors’ long-standing expertise in multi-asset investing. The partnership aims to enhance suitability beyond providing a fit-for-purpose risk score, giving financial intermediaries deeper insight into the behavioural appropriateness of Aviva Investors’ five MAF Core funds and five MAF Plus funds.
The MAF Core range, designed to offer low-cost, globally diversified investment solutions, includes five risk-rated funds targeting varying levels of equity market exposure – from defensive to adventurous. By risk mapping the funds with Oxford Risk, advisers and wealth managers can now more confidently match clients to the most appropriate fund based on an assessment of an individual’s risk appetite and financial personality.
“We’re delighted to be working with Aviva Investors to bring greater clarity and confidence to the fund selection process,” said James Pereira-Stubbs, Chief Client Officer at Oxford Risk. “Our unique behavioural approach helps improve investor engagement, grow and retain assets under management, and provide regulatory peace of mind to clients across the globe.”
Hayley Randall, Head of UK Advisory Distribution at Aviva Investors, added: “Partnering with Oxford Risk allows us to provide financial intermediaries with a more robust framework for assessing fund suitability. It’s a natural extension of our commitment to transparency, value, and investor outcomes.”
The risk-mapped MAF Core funds and MAF Plus funds are now available through Oxford Risk’s Fund Search platform, enabling advisers to filter and compare portfolios by provider and risk level. They can also be found within Oxford Risk’s behavioural risk suitability solution, Investor Compass.
For more information, visit Oxford Risk Fund Search or Aviva Investors MAF Core.
