The portfolio strategy component of investment management is comprised of strategic asset allocation and investment level steering.
Strategic Asset Allocation is designed to provide a framework for long-term portfolio diversification. We define this as an investment strategy with a risk/return profile tailored to clients' needs while optimizing cash flows stemming from investments/portfolios.
Investment Level Steering is defined as the development of an investment plan to achieve and maintain the desired financial markets exposure for the client based on our understanding of cash flow patterns of different investments/portfolios.