Security Selection
“A Top- down approach”
· Determine Strategic Asset Allocation
for each client objective using Macro-
economic & Market Indicators.
· Perform Sector Analysis to determine
allocation among various stock and
bond sectors.
· Select individual securities using
Fundamental & Technical anaylsis.
THE MOST IMPORTANT PART OF A
SUCCESSFUL INVESTMENT STRATEGY
Asset Allocation is one of the most important investment tools
we utilize to successfully manage investment portfolios over a
long period of time. A study of performance of pension funds
found that more than 90% of a portfolio’s performance, results
from its asset allocation - the distribution of assets among
stocks, bonds, and cash.
In the asset allocation process, your account will have a
portfolio mix that is determined by your specific needs and
risk tolerance. The purpose is to optimize investment return
based on given levels of risk. What results is a set of optimal
portfolios that appear reasonable based on your unique goals
and preferences.