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Managing investment risk effectively requires balancing short-term uncertainty with long-term objectives, governance discipline, and organizational resilience. This conversation guide is designed to help boards and investment staff engage in more structured discussions around risk appetite, strategic decision-making, performance measurement, and long-term investment beliefs.
Through practical questions and illustrative considerations, the guide encourages organizations to evaluate how risk is understood, communicated, and managed across multiple time horizons in support of durable long-term outcomes.
Investor Risk and Responsibilities | Report
21 December 2018 - Boards and executives of long-term funds, such as pension plans, sovereign wealth funds, and endowments, have a challenging problem. They need to manage those portfolios to meet their long-term purpose, which may be decades or more into the future. Yet no fund has the luxury of looking only to that long-term time horizon. Each must also meet expectations in the near term in order to continue in its role and with its investment strategy.
Investor Risk and Responsibilities | Toolkit
11 April 2022 - This toolkit provides a structured conversation guide to help asset owners update risk-appetite statements in light of climate risk and decarbonization commitments. By prompting discussion on risk tolerance, potential trade-offs, and evolving sources of uncertainty, it supports clearer alignment between long-term strategy, risk management, and investment decision-making.
Investor Risk and Responsibilities | Toolkit
21 December 2018 - This toolkit provides a structured conversation guide to help asset owners update risk-appetite statements in light of climate risk and decarbonization commitments. By prompting discussion on risk tolerance, potential trade-offs, and evolving sources of uncertainty, it supports clearer alignment between long-term strategy, risk management, and investment decision-making.