Course Details

Investing involves risks, and managing investment performance risk is critical to aligning with one's risk/return objectives. This session offers insights into understanding, evaluating, and managing investment risk effectively.

Key Focus Areas

1. Defining Investment Risk

   • General understanding of investment risk and its causes.
   • Evaluating portfolio risk levels and aligning them with risk/return objectives.

2. Perspectives on Investment Risk

   • For Individual Investors: Managing portfolio risks, analyzing contributions to returns, and addressing risks over defined timeframes.
   • For Money Managers: Aligning portfolio management with investors’ performance objectives and guidelines.

3. Role of Leverage

   • Understanding leverage, its identification, and impact on portfolio risk.
   • Strategies to manage leverage and its contribution to returns.

Why Attend?

Gain a deep understanding of:

• Investment performance risk and its impact on portfolios.
• The relationship between investors and money managers, focusing on risk management and portfolio alignment.
• Strategies to navigate complex financial environments and structured investments.

Areas Covered

• Absolute vs. relative risk/return objectives.
• Performance benchmarks and targets.
• Analytics of investment performance risk and leverage.
• Evaluating discretionary vs. non-discretionary management models.

Who Will Benefit?

• High Net Worth Individuals (HNWIs)
• Family Offices
• Asset Managers

This session equips participants with practical tools and insights to assess and manage investment risks, ensuring portfolio performance aligns with objectives in dynamic financial landscapes.