Planning

  Investment Objectives

Considerations:

Age

Investment time horizon

Tolerance for volatility

Income needs

Tax situation

  Our Market Views

 

What we believe is likely to happen

Which asset classes could perform well?

Which could underperform?

What are the potential consequences if we're wrong?

 

Selection

  Core Manager Selection

Must have investment philosophy similar to our own

Attractive risk-adjusted returns over a complete economic cycle Consistent, repeatable investment process

Smaller losses than peers during past bear markets

  Identify Satellite Positions

Based on market views

Which asset classes could potentially perform well?
 

Which specific positions might take advantage of current opportunities?

Considerations: process, price, performance, correlation

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