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- Identify key corporate strategy factors.
- Identify corporate risk exposures.
- Identify organizational cash and investment strengths and weaknesses.
- Determine investment goals.
- Develop an overall investment plan.
- Write Investment Policy Statement.
- Determine the lowest risk portfolio, given the identified risks.
- Determine where value can be added.
- Select benchmarks.
- Strategy and tactical selection.
- Active versus passive management.
- Get key participants to buy into the strategy.
- Incorporate risk and performance monitoring systems.
- Implement the strategy in the most cost effective and efficient manner.
- Monitor and rebalance portfolio and strategy when applicable.
- Selection of external fund managers where applicable.
- Evaluating and monitoring fund manager performance.
- Changing fund managers when applicable.
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