Institutional investors

How defined benefit plan sponsors think about risk management May 2011 Bruce Curwood, CFA Director, Investment Strategy Don Ezra Co-Chairman, Global Consulting This paper has its origins in an experimental workshop conducted at the 2011 Russell Institutional Summit held on April 30 - May 3, 2011. At the workshop, participants were divided into four groups, roughly by size, and were given four questions to ponder: Your key risks: What risks are you most worried about? Sound theory: Given a blank sheet of paper and a perfect world, design the ideal risk management system for your fund. Your current practice: How much of this are you actually doing today? Let's make it happen: What do you want to do next, to overcome the gap between #2 and #3? This paper provides an overview of their responses and insights from the authors. Request this research A note about our research Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell client, but are an institutional investor, we welcome you to request this research piece. We only require your contact information on a short request form. For more information about our research, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company. Date of first use: May 2011 USI-9784			Related information Risk management: A fiduciary's guidebook Helping you understand what risk management really is and how to manage the challenges. Printer friendly version of this page