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Dana Moreau

Risk Management and Operations:
5 Takeaways from Commonfund Forum 2019

Posted by Amy Harlacker, Dana Moreau, Brian Rondeau on May 17, 2019

Topic: Risk Management

The majority of investors’ attention is often focused on the performance of the funds or managers in their portfolio. And rightfully so. The numbers that appear on statements month after month will determine to a large extent whether an institution can continue to pursue its mission over an extended period of time. But those monthly performance statements are not the only arbiters of success or failure in the investing sphere. The areas of risk, legal and compliance, operations and...

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On Complacency | Why Risk Management Always Matters

Posted by Dana Moreau, Brian Rondeau on Sep 14, 2017

Topic: Governance and Policy | Industry Knowledge | Investment Strategy | Risk Management

Like nearly everything in the financial markets, risk is cyclical. History repeats itself. The echoes of past crises are always heard in present ones, yet new crises are rarely predicted and not always properly planned for. We are in the midst of one of the longest economic expansions in U.S. history, 98 months and counting, trailing only the 120 month and 106 month expansions of the 1990s and 1960s, respectively. There have been bumps along the way, but this has been an extended benign period for risk in the capital markets.

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Indecent Exposure – Counterparty & Currency Implications of an Unstable Europe

Posted by Dana Moreau, Brian Rondeau on Feb 23, 2016

Topic: Risk Management

A lot of attention has been paid to European banks in the last few weeks -- and for good reason. From January 1st to February 11th, the European banks sub-sector of the Euro Stoxx 600 lost over a quarter of its value. Looking back to the highs of the summer, the peak-to-trough move was closer to -40 percent. Despite a recent relief rally, several signs of stress remain.

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