Managing Portfolio Risks

Client-Specific Risk Management

Discussing Risk Management

Dynamic Equity Risk Management (DERM) is Rochdale's proprietary process used to manage the downside risk of high net worth client portfolios. DERM allows our clients to be exposed to equity markets without being exposed to an unlimited degree of downside risk that exceeds their risk budget. DERM acts as a circuit breaker for limiting losses on specific asset classes and specific security holdings.


Rochdale Professionals

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