Bringing it all together

As you can see, portfolio management is a bit of both art and science. At the end of all these processes, we need to put the final portfolio targets together in a cohesive allocation that is intended to meet our clients’ objectives. The final process pulls together macroeconomic data, asset allocation research, and security selection into a single portfolio. The Investment Committee is tasked with overseeing this entire process and repeating it consistently to always be proactive with decision making.