Mapping objectives
Determining clients' investment objectives, SRI aspirations and the level of impact required.
Strategy allocation
Looking at strategy allocation aligned to return and impact objectives.
Manager selection
Best fund managers to execute chosen strategies.
Portfolio construction
Combination of diverse strategies that will outperform clients' 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.