Investment Performance Risk Including a Detailed Review of Leverage

Duration: 60 Minutes
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.
Investment Performance Risk
Instructor: Robert Geary
Product ID: 501628
Investment 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.

Objectives of the Presentation
  • To provide an in depth understanding often management of investment performance risk as an individual investor and in the investment relationship of a money manager
  • To fully recognize and evaluate the use of leverage and establish the appropriateness of leverage in a portfolio or a single investment
Why Should you 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
  • 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 will Benefit
This webinar is targeted mainly to:
  • 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
Topic Background
An investor managing one's own investments must understand the various risk generating aspects of one's portfolio and the contribution they are targeted to make with respect to the return of the portfolio. The investment performance risk and return objectives of a portfolio should be viewed within a defined timeframe that is extended on an ongoing basis.

When employing a money manager to manage one's investments, it is equally important that the risk elements to be present and employed in the management of a portfolio be well defined and understood, addressed in guidelines, be consistent with the investor's portfolio performance objectives and reflect a portfolio's targeted performance or performance benchmark(s).

One of the elements of investment performance risk is the presence of leverage. The use of leverage can be an important means of enhancing the return of a portfolio, but it can also dramatically increase the risk of a portfolio. Leverage is frequently a misunderstood investment management concept and this presentation will provide an in depth look of leverage with respect to the understanding of leverage, its identification and measurement and the methods by which leverage can be created.

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Instructor Profile:
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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