Analysis of your personal situation
Investment objectives
Constraints
Time horizon
Ability and willingness to take risk
Current financial situation: income/assets
Liquidity requirements
Defining your investment strategy
Investment profile
Strategic asset allocation
Monetary benchmark
Management contract
Managing your portfolio
Active management
Risk control
Periodic reporting
Investment review
Determining the general strategy
Weighting of risky assets
Taking account of regional attractiveness, sectors, currencies and themes
Implementation
Tactical portfolio construction and rebalancing
Compliance control of assets in line with signed contracts
Risk monitoring and reporting
Risk analysis
Performance attribution analysis
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