Integrated Risk Management
Why One Oak Capital Management?
A Process for Risk Assessment
A proven framework is in place to assess risk, enhance monitoring, and make risk-management more efficient. We assess the following risk factors:
How much risk are you taking?
Assess your portfolio’s current sensitivity to interest rate and credit risks.
REQUEST ASSESSMENTUsing our fixed income experience and data-driven monitoring, we apply a highly disciplined approach to credit and interest rate risk management. We are committed to the employment of effective and appropriate risk-management tools in order to structure efficient portfolios for all types of economic environments and market cycles.
A Process for Risk Assessment
We assess the following risk factors:
Liquidity
The marketability of each security in the portfolio is analyzed for its ability to offer ongoing liquidity.
Regulatory
Awareness of possible forthcoming changes in government policy and their effects on the securities held in each portfolio is of importance.
Interest Rate
The degree to which a bond is sensitive to interest rate risk, known as duration, is a key market risk that is constantly managed.
Yield Curve
Shifts in the slope and shape of the yield curve are measured and monitored.
Credit
The credit rating of the portfolio, specific sectors, and individual securities is controlled.
Sector
Diversification across sector and issuer is used to mitigate credit risk.
Regulatory
Awareness of possible forthcoming changes in government policy and their effects on the securities held in each portfolio is of importance.
Yield Curve
Shifts in the slope and shape of the yield curve are measured and monitored.
Sector
Diversification across sector and issuer is used to mitigate credit risk.
Credit
The credit rating of the portfolio, specific sectors, and individual securities is controlled.
Interest Rate
The degree to which a bond is sensitive to interest rate risk, known as duration, is a key market risk that is constantly managed.
Liquidity
The marketability of each security in the portfolio is analyzed for its ability to offer ongoing liquidity.
Discipline in Portfolio Construction
Experienced Team
The One Oak team are specialists in the area of fixed income. The team identifies value-based opportunities within the US Municipal and Corporate bond markets, employing a framework to mitigate interest rate and credit risk.
Unwavering Routines
Defined trading practices and robust risk controls allow us to build more substantial fixed-income portfolios. Steadfast routines are the cornerstone of the firm and central to portfolio composition decisions.
Thought Leadership
One Oak’s investment professionals are thought leaders in the fixed-income management industry, providing quarterly market commentary combined with insights on portfolio construction.
Contact Us for Personalized Advice
Defined Routines,
Strong Trading Practices
Walkthrough our risk management process in this short animated video.
