downside protection

FIS Chicago 2022

Bridgewater advises downside protection as turning point appears

Investors should shape strategies that protect against the downside, said Jeff Gardner, senior portfolio strategist, Bridgewater Associates. Speaking at the Fiduciary Investors Symposium at the Chicago Booth School of Business, he said that investors should prioritise protecting against losses in the current environment: increasing returns can be additive to long-term wealth, but missing the big […]

Sarah RundellMay 28, 2022

Asset Allocation

Is diversification really a free lunch?

Diversification can be a powerful tool in managing downside risk, but it has been argued that “too much” diversification can destroy a business if it diverts too widely from its original purpose.

Phil EdwardsSeptember 30, 2016

Uncategorised posts

Inversion therapy:
the investor as benchmark

The pension and funds management industry needs to redefine performance to an absolute return measure, according to The Influential Investor: How Investor Behaviour is Redefining Performance, a paper that is the result of 12 months of research with more than 3000 investors and investment providers across 68 countries. The report, which sought to uncover the […]

Amanda WhiteNovember 14, 2012