Research

Have You Considered Your Portfolio’s Enterprise Risk?

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The portfolio’s enterprise risk is the potential effect of portfolio volatility on the bottom line of your organization. For a given institution, the risk may be lower than Trustees think it is—or it may be higher. How does one measure this risk? How should it be dealt with when constructing a long-term investment portfolio? What can be done to avoid poor returns caused by inadequate enterprise analysis? We suggest the use of the portfolio/enterprise risk tool.