Step 4: Portfolio Risk Management, Monitoring and Review

Through constant portfolio monitoring, we continuously refine your investment strategy, respond to new opportunities, re-allocate assets among existing strategies and/or eliminate managers or strategies when appropriate.

The monitoring process includes several key elements:

• Cash and asset reconciliation
• Market sector and individual security exposure
• Volatility analysis
• Performance versus both the benchmark and peers
• Portfolio turnover
• Manager style shift

Next: Step 5: Accounting and client reporting