Risk-Managed Equity: What the Tortoise & Hare can teach us about improving long-

Presented by

Dan Morris, AIA, and Seth Finkelstein, CFA, Portfolio Solutions Team at Schroders

About this talk

Most pension plans and institutions have two primary goals: 1) Maximize risk-adjusted returns and 2) meet payment obligations. Equities are the core of most portfolios because investors expect that the added risk is worth the added returns, but not all equity investments are worth the trade-off for additional risk. In this webinar, Dan Morris and Seth Finkelstein of the Schroders Portfolio Solutions Team examine how the lesson for equity investors is very much like that of Aesop’s fable -- slow and steady wins the race. The key to the race is managing risk and incurring fewer losses along the way, especially when managing for payout obligations.

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Schroders is a world-class asset manager with a unique 215-year family-ownership history and a pioneering investment philosophy. Through a global network of over 30 offices we aim to help both retail and institutional investors solve for a range of outcomes with excellence in traditional equity and fixed income, sustainability & ESG, as well as distinctive illiquid investments such as private equity, private debt, real estate, and infrastructure.