Consulting Services: Asset Allocation
The objective of asset allocation is to create a diversified portfolio of strategies
and managers that will reduce risk while achieving the performance goals of the
investor. Spectrum employs qualitative as well as quantitative techniques to
design portfolios based on the objectives and risk tolerances of each investor.
Key factors that are considered and monitored when designing portfolios are:
- manager identification
- manager analysis and due diligence
- portfolio construction
- portfolio management
- performance analysis and reporting
- portfolio fund accounting
- risk management and monitoring reporting
|
