Diversification across asset classes and geographies was the most commonly used risk management strategy for institutional investors worldwide in 2020. This was the case in each of the region considered, with 84 percent of the respondents from the Asia-Pacific region declaring to rely on this risk management strategy. Tactical or dynamic asset allocation followed, with more than half of the respondents worldwide using this strategy to manage risk within their portfolio in 2020.
Main strategies used by institutional investors to manage risk within their portfolio 2020, by type and region
Characteristic
Diversifying across asset classes and geographies
Tactical or dynamic asset allocation
Currency hedging
Increasing use of private assets
Increasing allocation to fixed income
Derivatives
Risk budgeting
Managed volatility strategies
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This question was phrased by the source as follows: "Across all your investments, which of the following strategies do you use to manage risk within the portfolio ?"
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Schroders. (September 17, 2020). Main strategies used by institutional investors to manage risk within their portfolio 2020, by type and region [Graph]. In Statista. Retrieved July 22, 2024, from https://www.statista.com/statistics/1229925/main-risk-management-strategies-worldwide/
Schroders. "Main strategies used by institutional investors to manage risk within their portfolio 2020, by type and region." Chart. September 17, 2020. Statista. Accessed July 22, 2024. https://www.statista.com/statistics/1229925/main-risk-management-strategies-worldwide/
Schroders. (2020). Main strategies used by institutional investors to manage risk within their portfolio 2020, by type and region. Statista. Statista Inc.. Accessed: July 22, 2024. https://www.statista.com/statistics/1229925/main-risk-management-strategies-worldwide/
Schroders. "Main Strategies Used by Institutional Investors to Manage Risk within Their Portfolio 2020, by Type and Region." Statista, Statista Inc., 17 Sep 2020, https://www.statista.com/statistics/1229925/main-risk-management-strategies-worldwide/
Schroders, Main strategies used by institutional investors to manage risk within their portfolio 2020, by type and region Statista, https://www.statista.com/statistics/1229925/main-risk-management-strategies-worldwide/ (last visited July 22, 2024)
Main strategies used by institutional investors to manage risk within their portfolio 2020, by type and region [Graph], Schroders, September 17, 2020. [Online]. Available: https://www.statista.com/statistics/1229925/main-risk-management-strategies-worldwide/
