Investment Performance Risk Including a Detailed Review of Leverage

All investors and money managers know that investing has risks. A primary aspect of investing is managing investment performance risk and doing so in the context of one’s return objectives. This presentation examines investment performance risk from the perspective of the investor and from the perspective of the money manager.

nvestment performance risk is a multifaceted subject and it must be understood as to the causes of investment performance risk, the degree of risk present, the consistency of risk with an investor’s return objectives and the consequences of inappropriate or misunderstood levels of investment risk.

Why You Should Attend:

To gain an in depth understanding of investment performance risk and how to address it as an individual investor, investment management firm and in an investor/money manager relationship. Particular focus is given to the relationship of investors and their money manager and the attention that must be given to the portfolio components generating investment performance risk and to their management.

Portfolio management is becoming more and more complex. Breaking down, understanding and managing the elements that can generate investment performance risk is critical. An investment portfolio over its life is managed in many different economic and financial environments and the elements producing risk to a portfolio must be managed in the context of these varying environments. In addition, investors are frequently introduced to individual structured investments and hereto, an investor must be able to dissect and understand the risks of a standalone investment and correctly evaluate the risk/return profile of the investment.

Areas Covered in the Session :

Understanding Investment Risk
– Absolute risk
– Relative risk

Establishing performance benchmarks

Evaluating Investment performance risk from the perspective of:
– The investor
– The money manager

Establishing investor and money manager relationships
– Discretionary
– Non discretionary

Causes of Investment performance risk
– Elements generating risk or significantly increasing risk

Consequences of investment performance risk
– To the investor
– To the money manager

Review of leverage
– Definition
– Identification
– Degree of leverage
– Creating leverage

Who Should Attend:

  • Individual Investors/high net worth individuals
  • Private bank organizations
  • Investment management organizations
  • Mutual fund board of trustees
  • Risk managers/compliance managers/auditors in investment management and private bank organizations
  • Securities regulators
  • Universities and colleges with business and investment management curriculum in their degree programs

FN3363

Robert Geary

Robert Geary is the founder of Greenwich Risk Management Advisory Services “LLC” and services as the principal consultant on many of the firm’s consultancy mandates.

Robert has been a banking and finance industry professional for 43 years with 34 years serving in a variety of senior Treasury, financial market, asset management and risk management roles at JP Morgan Chase & Co. For the last 6 years of his career with JP Morgan Chase, Robert had undertaken risk management oversight roles that have included Head of Market, Credit and Operational Risk Management for Chase Asset Management and being Managing Director of Fiduciary Risk Management for the Corporation. During Robert’s career he has served on the Board of Directors of Chase Manhattan Overseas Banking Corporation as well as having served on numerous senior committees. Prior to joining Chase, he held positions at Chemical Bank, Chrysler Financial Corporation and National Bank of North America.

Robert holds a BA degree in Economics from Pace University and did graduate studies in finance at New York University Graduate School of Business. He is a Past President of the New York Athletic Club and iscurrently a member of the Executive Advisory Board of St. John’s University Department of Accounting and Taxation.

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