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Develop The Strategy

Our process begins with an in-depth assessment of the investment goals, the expectations for future cash flows (including the timing and consistency of those cash flows), the tolerance for volatility, and the financial termperment of the committee/board.

With a clear understanding of these factors, we build a model portfolio structure that considers the expected returns of a variety of asset classes, the risk exposures of those asset classes, and the correlation among them.

The resulting strategy seeks to maximize the portfolio's return, while balancing the tolerance for risk. Once finalized, the investment strategy, objectives, and restrictions are articulated in a carefully designed Investment Policy Statement.