Is a traditional 60/40 portfolio sufficient to meet our fiduciary duties in today’s investment environment?
Do we have the expertise and resources to effectively manage a multi-asset class portfolio across global markets and through up-and down-markets?
Do we really understand the risks we face? Are we prepared to deal with increased volatility? How can we prepare for unforeseen risks?
Are we hitting our performance targets while controlling risk?
Can we make decisions quickly enough? Does our decision-making process enable us to explore and understand a full range of investment outcomes and alternatives?
Do we have the long-term perspective and discipline to carry us through market downturns and high volatility?
Do we have access to the managers we need to meet our investment targets?
Do we have access to the research and analytics we need?
