ARTICLE
15 September 2015

Institutions Restructuring Risk Management Towards More Return-Focused Strategies: JPMorgan Report

KL
Kramer Levin Naftalis & Frankel LLP

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Investors will have to shift to more intelligently sourced alpha strategies in the public and private markets in a lower-return public equity environment.
United States Finance and Banking

A JPMorgan report, which highlighted trends in nonprofit investment management and areas of opportunity for investors, found that:

  • Investors will have to shift to more intelligently sourced alpha strategies in the public and private markets in a lower-return public equity environment;
  • Many non-profit organizations are increasingly focused on risk, including pension liabilities, meeting target returns and managing short-term liquidity. They are also turning to strategic partners to help navigate the challenges; and,
  • Institutions are actively tweaking their risk management towards more return-oriented strategies, particularly in fixed income.

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