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Investment Process
The investment process describes the procedure from initial contact between client and asset manager, through modelling of a customised portfolio to implementation and ongoing optimisation. It lets clients know where they stand at a glance and is periodically and interactively checked and adjusted if necessary.
The investment process describes the procedure from initial contact between client and asset manager, through modelling of a customised portfolio to implementation and ongoing optimisation. It lets clients know where they stand at a glance and is periodically and interactively checked and adjusted if necessary.
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| Financial status |
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Investment targets | |
Investment strategy / Asset allocation |
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Choice of instruments / Manager |
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Implementation | |
Managing / Monitoring |
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