All Risk Management articles – Page 2
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People NewsEdmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team
Frankfurt, September 16 2024: Lennart Weinhold will be based in Frankfurt and report to Edmond de Rothschild’s REIM Head of Real Estate Debt and CEO for REIM Germany, Ralf Kind. Lennart will be responsible for portfolio and risk management. He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.
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White papersThe rise of semi-liquid secondaries funds
The secondary market in private equity consists of transactions where investors buy and sell existing private equity fund interests. In the first half of 2024, the global secondaries market had an estimated volume of USD 68 billion, which represents a 58% increase on the previous year’s 1H volume of USD 43 billion. The market can be broadly categorized into two main segments: GP-led secondaries and LP-led secondaries.
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White papersA new cycle commences
The last two years have been testing for real estate investors in Europe. From the post-pandemic highs to a sharp reversal driven by inflation and interest rates, the investment environment feels as cold as the year to date has been warm. But just as past cycles turned, so will this one. And there are indications that it is.
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White papersSainsbury’s case study
Following research published by Oxfam on the supply chain human and labour rights risks that UK food retailers were exposed to, we engaged with Sainsbury’s to identify and manage these risks.
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White papersBasel III Endgame and the “Reg Cap” Opportunity
Tighter bank capital regulation looks set to make U.S. banks adopt a risk-transfer practice that has long been common in Europe—and attractive to investors.
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White papersRelative value in real assets: A spectrum of opportunities
Our real assets research team drills into proprietary data to compare risk and return across sectors.
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White papersA Framework for Value Investing
As providers of an active value strategy, our team has built an investment framework through study and experience that we believe can lead to persistent outperformance. In this memo we outline this investment process based on a compilation of insights published by our investment team.
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White papersWhy We Believe Quality Is a Good Guide for Value Investing
Value investing involves picking stocks that are trading at attractive prices as determined by metrics such as price book and price earnings. Clients sometimes ask us why Breton Hill takes a quality approach to value investing when so many of our peers are focused on distressed value. In this note we review the history of applying quality to value investing in an effort to improve outcomes. We then conduct an out-of-sample analysis to assess whether this effect still holds in the more recent decade subsequent to the publication of well-known quality papers.
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PodcastEM Debt: The Improving Risk/Reward Dynamics
Dr. Ricardo Adrogué joins the podcast to discuss why risks including those related to inflation, interest rates and EM elections are increasingly behind us, setting the stage for a possible resurgence in investor appetite for EM Debt.
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White papersPublic Engagement Report Q2 2024
The Q2 Public Engagement Report from EOS at Federated Hermes focuses on animal testing at pharmaceutical companies and some of the innovative alternatives becoming available. Plus, how investors can assess companies’ climate transition plans, and highlights from this year’s AGM season.
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White papersA Preliminary Language for a Post-Global World
This book sets out what we see as the key issues facing asset owners in the macro environment, and shares the outlook for capital markets, strategic allocation and the future of the investment industry. It will also explore how the next ten years are likely to be very different from the 1980–2020 period.
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White papersEvaluating risk and reward in an ever-changing world
Private markets have grown exponentially since the Global Financial Crisis, and the growth story is far from over. We explore the risks and rewards of this often complex world and why expertise is crucial in achieving tangible results.
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White papersCalculated Risk Management: Strategy, Tools and Culture for Equity Portfolios
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
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White papersSpotting Hidden Extension Risk in Corporate Hybrids
Failure to call a hybrid at the first opportunity is rare but, if realised, can be negative for investors—can we identify the telltale signs of heightened risk?
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White papersInvesting in an Interconnected World: Cross-Industry Linkages
Capturing companies’ relationships and interconnections across industries in the course of the investment process can help identify new opportunities and limit portfolio risks.
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White papers2024 Best Ideas: Rethinking Resiliency and Risk
Our 2024 Best Ideas offers investors a look at where we see opportunity, while our case studies show how we help our clients overcome obstacles.
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White papersStay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
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White papersThe climate-health nexus: risks and opportunities
As investors, we are increasingly considering and assessing the potential impacts of climate change on the economy, financial markets, and our portfolios.
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White papersEngagement case study: Prudential
We have been engaging with Prudential since 2010 on a range of issues including board effectiveness, culture, risk management, sustainability strategy, and remuneration.
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PodcastThe Investment Podcast: The long-term megatrend of European private asset-backed finance
While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it’s only in recent years where we’ve seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink balance sheets and increase capital.
