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Briefings and long-form essays on capital formation, risk governance, and institutional strategy from RSFM's research desk.

Featured Research
Institutional Portfolio Governance: Recalibrating Allocation Models for 2025
FeaturedFinancial Strategy

Institutional Portfolio Governance: Recalibrating Allocation Models for 2025

With volatility persisting across public and private markets, investment committees are redesigning governance, allocation, and reporting frameworks to protect funded status and unlock durable alpha.

田俊 (Jun Tian)Jan 8, 20259 min
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Enterprise Liquidity Risk Playbook: Stress Testing for a Higher-Rate Cycle
FeaturedRisk Management

Enterprise Liquidity Risk Playbook: Stress Testing for a Higher-Rate Cycle

Corporate treasurers and CFOs are revamping liquidity frameworks, stress testing protocols, and counterparty governance to stay resilient as the higher-for-longer rate narrative takes hold.

韩思远 (Siyuan Han)Dec 12, 20248 min
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Latest Articles

3 articles
Institutional Portfolio Governance: Recalibrating Allocation Models for 2025
Financial StrategySpotlight

Institutional Portfolio Governance: Recalibrating Allocation Models for 2025

With volatility persisting across public and private markets, investment committees are redesigning governance, allocation, and reporting frameworks to protect funded status and unlock durable alpha.

田俊 (Jun Tian)Jan 8, 20259 min
Asset AllocationInstitutional InvestingGovernancePortfolio Strategy
Read Article
Enterprise Liquidity Risk Playbook: Stress Testing for a Higher-Rate Cycle
Risk ManagementSpotlight

Enterprise Liquidity Risk Playbook: Stress Testing for a Higher-Rate Cycle

Corporate treasurers and CFOs are revamping liquidity frameworks, stress testing protocols, and counterparty governance to stay resilient as the higher-for-longer rate narrative takes hold.

韩思远 (Siyuan Han)Dec 12, 20248 min
LiquidityTreasuryRisk ManagementScenario Planning
Read Article
Capital Raise Readiness: Building an Investor-Grade Finance Function
Corporate Finance

Capital Raise Readiness: Building an Investor-Grade Finance Function

Growth-stage companies pursuing debt or equity capital in 2025 must demonstrate institutional-quality forecasting, KPIs, and governance to earn investor confidence and favourable terms.

黎语彤 (Yutong Li)Nov 4, 20247 min
Capital RaisingInvestor RelationsFinancial PlanningGovernance
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