The first stage in the advisory discussion
Our investment decisions are based on the needs, investment goals and future obligations of institutional clients. The aim of the strategic asset allocation is to define a longer-term investment strategy geared towards the client's risk capacity and risk tolerance. This analysis forms the basis for future investment decisions and balances the yields and risk characteristics in accordance with the investment goals.
In this first stage of the investment advisory process we seek to make contact with the Board of Trustees or the CEO of the company, as they are best placed to comment on the risk capacity or risk tolerance of the pension fund or company.
The strategic allocation forms the basis for determining the tactical allocation.
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