Factor Risk Management

Factor Risk Management

Tony Werley's research reviews factor allocation as a practical tool to better understand the drivers of portfolio risk and return

Key takeaways:

  • Putting aside traditional benchmark and vehicle classifications can help uncover true market exposure
  • Re-categorizing portfolio risks according to underlying drivers
  • Discovering how the factor approach may help improve risk-adjusted returns

Factor Risk Management (pdf)

 


 
Questions
For further information contact your J.P. Morgan representative or email:
jpmam.info@jpmorgan.com
 

 

 

Anthony D. Werley

Chief Strategist, Endowments &
Foundations Group

 

 

 



Expert insights

 
The value of a factor-based approach to risk management

Watch Tony Werley,Chief Strategist for J.P. Morgan Endowments & Foundations Group, discuss the value of a factor-based approach to risk management.

 
 
 
 
 



 

 
 

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