Risk Management

Risk Management Process

We believe that risk management lies at the heart of the investment process. In fact, investment performance is a function of both return and underlying risk. Therefore, we pay close to identifying, quantifying and analysing the risks related to our management approach to thereafter mitigate and monitor appropriately.

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RISK IDENTIFICATION

Identify client’s risk assessment (objectives and constraints) to determine risk profile
Inform client about risks associated with the investments within an agreed mandate

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RISK ASSESSMENT

Evaluate potential risks
Assess risk measures (Volatility, TE, VaR, etc.)
Characterise identified risks

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RISK MITIGATION

Manage and diversify total risk of client’s investments
Adopt mechanisms to minimise risk (e.g. limit portfolio exposure to certain risks as concentration, currency, emerging markets)

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RISK MONITORING & REVIEW

Ensure all relevant risk guidelines, regulatory and compliance requirements are being met.
Analyse changes in the portfolio’s overall risk profile e.g. if a security is included in the portfolio and take action accordingly
Regularly monitor sources of volatility, tracking error, etc.