We may have reached an inflection point in portfolio management. Increasingly conversations with institutional investors are tied to specific goals - often multi-period challenges whose complexity only increases as we dig deeper into solutions, and that draw on substantial expertise to implement.
At the heart of these conversations are questions such as:
- How can we most effectively evaluate the risks in our portfolio?
- How can we prepare for a lower-return market environment or a change in market regime?
- How can we accommodate both near-term cash flow needs and longer-term liabilities?
This whitepaper welcomes these questions and explains how outcome-based investing can offer an altogether better path to the construction and management of portfolios.