Investment Performance Risk Includes Detailed Review of Leverage
  • CODE : ROBE-0009
  • Duration : 65 Minutes
  • Level : Intermediate
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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 49 years with 34 years serving in a variety of senior Treasury, financial markets, asset management, and risk management roles at JP Morgan Chase & Co. During his career with JP Morgan Chase, he served in the following positions

  • Head of Chase Manhattan Bank’s euro and other offshore funding activities
  • Chase’s first Asia/Pacific Area Treasury and Financial Markets Executive located in Hong Kong with responsibility for the treasury, currency trading/sales activities and securities portfolios of Chase’s branches in nine countries that included the major centers of Japan, Hong Kong, and Singapore  
  • Western Hemisphere Area Treasury and Financial Markets Executive with similar responsibilities for Chase’s branches in South America, Canada, Panama, and Puerto Rico
  • National Sales Manager for Chase Securities
  • Treasury and Financial Markets General Manager for Chase AMP Bank in Australia
  • Risk Management and Treasury Executive for Chase’s Asset Management and Private Bank organizations
  • Head of the risk management oversight function of Market, Credit and Operational Risk for Chase Asset Management
  • Managing Director and Head 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 that included Chase’s Portfolio and Investment Strategy Committee, Tax Committee, International Asset/Liability Management Committee, Chase Investment Policy Committee, and Capital Markets & FX Risk Management Committee. 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 is currently a member of the Executive Advisory Board of St. John’s University Department of Accounting and Taxation.

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 risk/return objectives. This presentation examines investment performance risk from both the perspective of the investor and from the perspective of the money manager. Investment performance risk is a multifaceted subject and it must be understood with respect to the causes of investment risk, the degree of risk present in a portfolio or single investment, the correlation of risk undertaken relative to  an investor’s risk/return objectives and the consequences of inappropriate or misunderstood levels of investment risk when an investment manager is engaged.

An investor managing one’s own investments must understand the various risk generating aspects of one’s portfolio and individual investment decisions, as well as the contribution the investment risk taken, will contribute to the return objective of the portfolio or individual investment relative to one’s return objective. The investment performance risk and return objectives of a portfolio should be viewed continuously within a defined timeframe.

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

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 performance risk of a portfolio. Leverage is frequently a misunderstood investment management component of a portfolio management strategy and this presentation will provide an in-depth look of leverage with respect to the understanding of leverage, its identification, degree of leverage present and the methods by which leverage can be created.

Learning Objectives

To provide an in-depth understanding of the management of investment performance risk as an individual investor and in the investment relationship with 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.

Areas Covered

  • Understanding Investment Risk
    o Absolute risk
    o Relative risk
  • Establishing performance targets or performance benchmarks
  • Evaluating Investment performance risk from the perspective of
    o The investor
    o The money manager
  • Establishing investor and money manager relationships
    o Discretionary
    o Nondiscretionary
  • Consequences of investment performance risk
    o To the investor
    o To the money manager
  • Causes of investment performance risk
    o Elements generating risk or significantly increasing risk
  • Performance risk analytics
  • Understanding leverage
    o Definition
    o Identification
    o Degree of leverage
    o Creating leverage

Who Should Attend

This webinar will provide valuable assistance to all those investing, managing investment or providing investment advice

  • Investors
  • High net worth individuals
  • Private bankers
  • Money managers
  • Mutual fund board trustees
  • Risk managers
  • Compliance Managers
  • Auditors
  • Regulators with investment oversight responsibilities
  • Universities and colleges with business and investment management curriculum in their degree programs

Why Should Attend

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

Portfolio management is quite 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 a 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 structured investment and effectively evaluate the risk/return profile of the investment.

  • $149.00



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