To design a custom asset allocation tailored to your organization’s risk profile and growth targets, we follow the following five-step approach:
- Understand the Goals, Objectives and Constraints
- Quantify the Acceptable Risk
- Define the Investment Policy Statement
- Invest the Portfolio
- Manage and Report on the Portfolio
At the onset of every new partnership and to help build buy-in for a cohesive strategy, Zenith facilitates a series of structured meetings to help generate internal alignment. These meetings often include board members and senior leadership.