Client Experience

• Purpose of funds

• Financial goals

• Expected returns

• Risk tolerance

• Liquidity requirements

• Time horizon

• Tax implications

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• Purpose & Objective

• Investment authority

• Responsibilities

• Approved Investments

• Constraints

• Benchmarks & Reporting

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• Strategic asset allocation

• Active/Passive solutions

• Custody and execution

• Performance measurement

• Performance evaluation

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• Ongoing monitoring of performance, market conditions and investment opportunities

• Tactical asset allocation

• Ongoing active portfolio management in concert with client needs.