Content for those who want to better understand and/or expand their knowledge of the investment/investment management consulting process.
Covered are the steps used in the traditional consulting process: Creating the Investment Policy Statement; Asset Allocation decisions; Investment Manager Search (due diligence); Investment Manager Selection; Investment Manager/Portfolio Evaluation; and Periodic Client Review. These steps help both advisors and clients make prudent investment decisions, and articles will cover strategies for each step.
Investment Strategies
Asset managers, wealth managers and other investment experts contribute their knowledge capital and provide various methods that are prudent, skillful, time-honored, and new or innovative.
Portfolio construction, risk management, defensive and offensive techniques, strategic/tactical asset allocation/diversification, MPT, and diverse approaches to investing in all market environments. Investment philosophies and disciplines are featured, i.e., growth/value/large cap/small cap, short-term, long-term, active and passive management etc.
