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Risk Management

At Nicholas-Applegate, we take a disciplined, multi-dimensional approach to investment risk control. Our Risk Management group coordinates in-depth risk analysis of our investment products and strategies with regular risk monitoring, applying advanced technology to help maximize total return within each client's account restraints.

Our approach features:

  • Risk analysis that identifies both intended and unintended bets in the portfolio
  • Multifaceted framework to help us understand investment risk in the portfolio
  • Monitoring of information ratios, tracking errors, alphas, capitalization, industry weights, sector weights, and country weights
  • An Investment Risk committee that meets twice per month and conducts formal meetings with portfolio managers once per quarter
Team Leadership
Our Risk Management group is led by Douglas Stone, Director of Research and Risk Management, and is overseen by Horacio Valeiras, CFA, Chief Investment Officer.
                                     
                                     
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