INSIGHTS

Topics of Interest

Measuring & Budgeting Active Risk

Active risk budgeting is valuable in the construction, monitoring, and overall governance of the investment portfolio. An active risk budget identifies how much risk an investor wants to take in the portfolio and where the investor plans to allocate that risk. In this paper we provide an introduction to active risk and demonstrate how to… More

June 2021

Implications of risk tolerance on establishing an effective investment strategy for public pension plans

While a strong rebound in risk assets has occurred since the Global Financial Crisis, the funded status of many public pensions has stagnated. The future health of these plans is dependent on many factors and faces many risks, including low prospective returns, unfavorable plan demographics, and stressed plan sponsor financial conditions. This paper will explore… More

April 2021

Topics of Interest

Topics of Interest

Measuring & Budgeting Active Risk

Implications of risk tolerance on establishing an effective investment strategy for public pension plans

Developing An End-Game Strategy For Corporate Pensions

How to Make Manager Research Decisions

Leverage in Portfolios

Is There Alpha Available from Emerging and Diverse Managers?

Verus ESG Research

Is Painless Diversification Dead?