Meketa Connectives | Re-underwriting a Portfolio: A Strategic Discipline for Institutional Investors and Why it Matters

Re-underwriting a portfolio isn’t about short-term market timing; it’s about thinking through portfolio construction and raising the possibilities of achieving the institution’s financial goals.

With inflation, interest rates, liquidity constraints, and geopolitical risks reshaping the investment environment, a disciplined reassessment of the portfolio, its underlying asset classes, and the managers that fill those asset classes is critical for risk management and value creation. Peter Woolley, Co-CEO and Consultant, answers six questions that investment decision-makers should consider when re-underwriting their portfolio.