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The Risk Report

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

The Risk Report 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 200 institutional equity portfolios, representing more than $200 billion in assets, and what we found may surprise you. 

The more than 200 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.

From a portfolio's exposure to uncompensated risks to the performance-hindering “cancellation effect,” we've uncovered six common drivers of unexpected portfolio results. Download the report today to explore all of the 6 common drivers in depth. 

For Asia Pacific and EMEA Markets, this information is directed to institutional, professional and wholesale clients or investors only and should not be relied upon by retail clients or investors.