Your Investment Policy Was Built for a Calmer Market. That Market Is Gone.

Rate volatility and FX swings move faster than most annual policy reviews can track. About half of organizations with a written investment policy review it only once a year, and more than a third review it less often.

In this on-demand session, Farah Lotia shows how to close that gap by treating liquidity as an actively managed risk book instead of a once-a-year policy vote. You’ll learn how to manage risk at the portfolio level, and how to document every position so it holds up to your board or auditor.

The session ends with a five-question benchmark you can use to score your own liquidity program.