Reviews sell side research and product offerings.

Offers independent view, not influenced by external or internal recommendations

Determines probabilities on macro scenarios based on internal research and investment team discussions

Forms top-down investment strategies and guidelines

Proposes strategic asset allocation weighting based on client’s investment objectives and risk profile

Executes trades with best-priced banks after negotiations

Manages portfolio monitoring, performance measurement, and rebalancing

Arranges client meetings for performance review and strategy update