Mapping objectives
Determining mandate return objective, ESG aspirations and the level of impact required.
Strategy allocation
Looking at strategy allocation aligned to return and impact objectives.
Manager selection (external or internal solutions)
Best fund managers and/or service provider (i.e. banks) to execute chosen strategies.
Portfolio construction
Combination of diverse strategies that will outperform our strategic objectives.
Portfolio management
An ongoing process that balances short-term and long-term objectives.
Portfolio review
This involve rebalancing and adjustments due to change in market conditions.