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Portfolio Risk Management

Our firm’s overall risk management philosophy follows our view of investment risks. We believe that a robust risk management process necessitates a good understanding and effective measurement of key drivers of risk. We seek to assess risks through numerous frameworks to obtain a more comprehensive perspective of the potential downside with a goal of ensuring adequate diversification.
 

Process & Oversight

Establish: Risk Tolerance & Thresholds

We establish risk tolerance and thresholds by combining Breckinridge’s internal risk posture with each investor’s specific requirements. Our Investment Committee sets the overall risk tolerance, while the portfolio management team defines strategy-level targets. These are then aligned with client investment guidelines to ensure that each portfolio reflects the investor’s individual risk profile.

Implement: Risk Management Tools

Breckinridge implements risk management through a combination of proprietary technology and third-party tools. Our custom systems support order management, monitor investment guidelines, and test investment strategies.

Monitor: Risk Oversight

Risk oversight at Breckinridge is conducted in a few ways. Our disciplined portfolio management process is supported by ongoing portfolio monitoring. Oversight from the Breckinridge Investment Committee and regular investment reviews help ensure alignment with client objectives. These efforts are reinforced by performance and risk analytics, including detailed attribution analysis on the drivers of performance.