Emerging Template for Risk Management – Part 2 of 2

In my previous article, “Why risk management now”, I discussed why institutional investors have begun to take a more formal approach to the risk management of their investment portfolios. I noted that the major drivers of this trend for endowments, foundations, pensions and family offices include concern about fiduciary risk, adoption of best practices of leading institutional investors, and recognition that their investment consultant and/or asset managers cannot play this role because of a conflict of interest.

In this second installment of my two-part series, I will outline and share the template that many lead- ing institutional investors are using to establish a framework for more formal risk management.

To view the full PDF of the article, please click here.