Manage Risk Top Down and Bottom Up

One of the key steps in ensuring a client’s portfolio achieves its objectives over the long term is to “know what you own”. We require a high level of communication and transparency with managers. Through our portfolio management and risk analytical platform, we seek to understand the sources of returns, expected performance in different scenarios, exposures and risk factors at the portfolio, asset class, strategy and manager level. The investment team takes proactive action if the manager changes their investment approach in a manner inconsistent with our understanding of their expertise, or if the portfolio’s risk characteristics begin to stray from the policy portfolio’s mandate.

Our risk monitoring process is as much about managing risk as it is about managing return and like everything we do, it serves to ensure the investment program remains on track to get you where you want to go.