We are risk-aware investors, employing active approaches that seek to identify market inefficiencies and exploit evolving market dynamics. At the portfolio level, risk management is embedded in each of our investment processes. Additionally, our Risk Management team monitors portfolio risk on an ongoing basis employing typical measures such as tracking error and value at risk (VaR), as well as other analyses.
Evaluation through Monitoring
Within a mandate's predetermined risk parameters, managers are given a high degree of freedom to manage their portfolios, while demonstrating accountability through our "5P" process: Product, Philosophy, People, Process and Performance Expectation.
Through this process, investment strategies are assessed to ensure the integrity of the strategy — versus objective industry benchmarks, as well as the strategies’ own stated investment procedures. Overall, we seek to maximize returns within client risk objectives and look to deliver competitive and consistent long-term returns.