For many investors, asset allocation begins with an estimate of volatility, producing the most stable portfolio of assets that still can earn the target return. An assumption underpins this process – that volatility has a mathematically-certain relationship with time. That assumption is empirically false, and the ramifications for diversification and strategic asset allocation are enormous. Learn more from experts at State Street Associates about how the choice of risk timeframe influences a portfolio’s long-term success.

Strategy | Video

Risk Webinar Series: Default Time Horizons in GIPS Compliance and FRM Certification

14 October 2020 - Standard-setting and certification represent defaults of a profession, and for the investment risk profession these functions belong to the CFA Institute’s Global Investment Performance Standards (GIPS)and Global Association of Risk Professionals’ Financial Risk Manager (FRM) certification. Control of defaults is one of the most influential nudges, according to behavioral scientists. Long-term investors will note that these nudges can have encouraging, discouraging, or no impact on risk professionals’ long-term focus. FCLTGlobal will explore the nudges related to investment time horizon in this Risk Webinar episode featuring leaders from the CFA Institute and GARP, as well as a senior practitioner from Nuveen.

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Governance, Strategy | Video

Risk Webinar Series: Managing Investment Risk in Long-term Mandates

12 August 2020 - 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.

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Strategy | Article

Recap: 2020 Forum on Risk

6 May 2020 - On 30 April, FCLTGlobal held a webinar for a peer-to-peer discussion on managing risk to support long-term value creation, specifically in light of the ongoing coronavirus pandemic.

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