By incorporating long-term objectives into investment mandates, asset owners and asset managers can help ensure fruitful investment partnerships that both satisfy their needs and support the productive long-term allocation of capital. In the first installment of our new Risk Webinar Series, Ahren Estabrooks (Ontario Teachers’ Pension Plan), Carol Geremia (MFS), and Daniel Godfrey (Federated Hermes) discussed the importance of managing investment risk in long-term mandates.

Balancing Act

Strategy | Report

Balancing Act: Managing Risk Across Multiple Time Horizons

21 December 2018 - This challenge of meeting both long-term obligations and short-term expectations means that even the longest-term investor must manage across multiple time horizons. This necessity is often at odds with most risk processes, which have been...

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Incentive Alignment | Report

Institutional Investment Mandates: Anchors for Long-Term Performance

15 May 2020 - Ensuring assets are managed in line with these long-term horizons is critical to achieving these goals. This presents a challenge, however, because assets are often managed by asset managers, distinct from the asset owners, and...

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