On March 3, 2022, Ken Frier, the Chief Investment Officer of Atlas Capital Advisors, addressed the CFA Society of San Francisco on Identifying and Managing Equity Downside Risk. The presentation covered:

  • What conditions usually signal heightened equity downside risk?
  • What are the pros and cons of common equity defense strategies?
  • What is the risk of a large/sustained downturn now?

The slides from the presentation may be accessed through the link below. The slides provide additional background regarding the Atlas Equity Downside Risk Dashboard shown on this page. You will find reasoning for why the choices in the dashboard help to assess the outlook, and why equity downside risk is elevated as of the end of February 2022.

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