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The Process
Plan – Beginning for the Future:
Investor profiling – Goal, risk, return and timeline
Research & analysis –> Idea Generation
Processing through predefined filters
Strategic and Tactical Investment planning
Do –
Execution:
Allocation of Assets – Strategic and Tactical
Check – The Assessment:
Investor Profiling Review – with changed situation/time
Economic Fundamentals, Business cycle, Performance Review – Tactical and Strategic
Change in Strategic Asset allocation
Act – Feedback for the Continual Improvements:
Risk/Return based portfolio actions
Portfolio rebalancing to target Strategic Asset Allocation
Tactical portfolio correction considering Economic/business/Market expectation
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