Bridge over ocean
1 November 2001 Financial Analysts Journal Volume 57, Issue 6

Risk Management for Hedge Funds: Introduction and Overview

  1. Andrew W. Lo

Although risk management has been a well-plowed field in financial modeling for more than two decades, traditional risk management tools such as mean–variance analysis, beta, and Value-at-Risk do not capture many of the risk exposures of hedge-fund investments. In this article, I review several unique aspects of risk management for hedge funds — survivorship bias, dynamic risk analytics, liquidity, and nonlinearities — and provide examples that illustrate their potential importance to hedge-fund managers and investors. I propose a research agenda for developing a new set of risk analytics specifically designed for hedge-fund investments, with the ultimate goal of creating risk transparency without compromising the proprietary nature of hedge-fund investment strategies.

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