MANAGING EXPOSURES KNOWLEDGE EXCHANGE
Your portfolio is exposed to risk. What do you do?
Where do you turn for strategies to mitigate risk and position portfolios for growth?
Manage exposures & mitigate risk
With market volatility, increased interest rates and inflation, your portfolios are exposed to more risks than ever before.
We work with clients to tackle these issues every day - helping organisations achieve their investment objectives and providing tools to buffer portfolios from market challenges. Here, our specialists share their insights on current challenges as well as ideas on the approaches that could support portfolios for whatever lies ahead.
Transition management
Confessions of a transition manager
Our director of transition management shares five key takeaways from a career in managing portfolio transitions.
- Transition management: Managing change together
- Q1 2023 update: Real-time risk exposure report
- Fixed income transitions – a specialist approach
- Transition management explained
- When it comes to portfolio transitions, minutes matter
- De-risking implementation: What DB plans should know
- Don’t let the frame block the complete transition picture
- Transitioning fixed income assets in fractured markets
Overlay services
Confessions of an overlay manager
Our director of customised portfolio solutions and overlay portfolio management reveals lessons learned from decades of working in the trenches on overlay solutions.
Enhanced portfolio implementation
Outsourcing solutions: What does this look like in a post-COVID-19 landscape?
In today’s environment, it is critical for both asset managers and owners to push boundaries through collaboration and innovation. We explore how an outsourcing model can help meet these needs, creating a more innovative and tailored partnership approach.
Currency management
Portfolio rebalancing, Part 1: The ideal rebalancing range
Our director of customised portfolio solutions explains how investors can determine their preferred rebalancing range – and the tools that can help their portfolios stay there.
Completion portfolios
Completion portfolios: Precisely aligning your portfolio with your strategic beliefs
Learn how completion portfolios can help align your portfolio with your strategic beliefs.
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CUSTOMISED PORTFOLIO SOLUTIONS
Gain greater portfolio control, limit costs, reduce risk, and enhance returns
Investment teams face significant pressure – a squeeze on fee budgets, scrutiny of governance approaches, and challenging market conditions – all driving increased demand for agile processes and a need to reach further globally to access new sources of return.
Combine your internal resources with our global implementation services capabilities. Designed to support in-house investment teams, we have a suite of services that can be customised in combination or delivered as discreet solutions to help you tackle your investment challenges.
Take a look into our capabilities and see how we can help you.