The Risk Report


When portfolios don't deliver outcomes as expected the number one question is "Why?"

The Risk Report - 2022 Edition has the answers.
Anytime someone invests, they do so with a specific outcome in mind. But as the saying goes, the best laid plans often go awry. We examined more than 270 institutional equity portfolios, representing more than $250 billion in assets, and what we found may surprise you. 

The more than 270 analyses at the heart of “The Risk Report” were conducted by identifying compensated and uncompensated risks in portfolios to inform adjustments needed, consistent with our core philosophy: investors should be compensated for the risks they take — in all market environments and any investment strategy.

Initially published in 2020, the inaugural Risk Report surfaced six common drivers of unexpected results. Two years later, with the additional analysis of $50 billion of assets, this new edition provides an updated view on how institutional portfolios have evolved in a vastly different market environment.

From a portfolio's exposure to uncompensated risks to the performance-hindering “cancellation effect”, download the report today to explore all of the 6 common drivers in depth. 
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