The investment landscape has undergone significant change since we conducted our last Investment Risk survey in 2020. The COVID-19 pandemic, geopolitical issues, and the inflationary environment, just to name a few, highlight the ever-present investment risks. At the same time, new investment risks have surfaced. Climate risk and managing alternative asset risk ─ or including alts as part of a multi-asset class model (MAC) ─ now pose significant risk management challenges.
This study identifies several key issues that relate to your firm’s risk management and best practices aimed at addressing these issues.
Take the Cutter Benchmarking Survey to see where you stand.
The study explores your firm’s capabilities within the following key categories:
Organization and Governance
Structure for investment risk, including roles and responsibilities and how your firm governs its practices.
Investment Risk Capabilities
Capabilities around best practice risk models, methodologies, and reporting.
Investment Risk Types
Capabilities for each of the investment risk types covered: market, credit, counterparty, climate, and MAC risks.
Data Management
Processes for data integration and validation, maintenance and storage, and access.
Technology
System support for the processes of investment risk.
Find out where your firm’s marketing practices and processes stand. Request access to the survey now by completing the form at the bottom of this page.
Upon completion of the survey, all participants will receive a flash report that compares your firm’s investment risk practices to Cutter’s capability model.
There is no charge to complete the survey and receive your flash report.
Cutter members that complete the survey will also receive a detailed and personalized report on how your firm compares to other firms in each of the capability areas.
Non-members will have the option to purchase the full report. Want to learn more about becoming a member? Contact us at connect@cutterassociates.com.
Please contact Dasha Weidus at dweidus@cutterassociates.com.