Investment Policy Design & Asset Allocation

  • Following the development and review of a comprehensive Investment Policy Statement, we work with clients to develop a custom asset allocation policy that meets the plan's unique goals and objectives.
  • We seek to build broadly diversified portfolios that provide clients with exposure to a number of different scenarios.
  • We determine Asset Allocation Policy through a four-step process:

Step 1: Mean-Variance Optimization

  • Returns
  • Standard Deviations
  • Correlations

Step 2: Scenario Analysis

  • Economic scenario development
  • Asset allocation policy development

Step 3: Liability / Cash Flow Analysis

  • Cash flow modeling
  • Asset liability study

Step 4: Balancing Primary Risks

  • Economic
    • Deflation
    • Inflation
    • Growth
    • Recession
  • Liquidity
  • Political / Currency
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