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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Video

Risk Webinar Series: Data Inputs for Long-term Asset Allocation

9 September 2020 - 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.

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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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