Managed Portfolio Academy
Module 5 – Seven simple steps for implementing managed portfolios
Step 2: Align your investment philosophy, values and beliefs to your model
- Have you clearly defined and articulated your core investment philosophy beliefs?
- What investment types, approach and structures do you have a preference for?
- Do you have fully dedicated investment professionals available to you in-house?
- Are you comfortable to outsource/insource investment partners?
- Do you have a preference for large or boutique asset consultants or portfolio managers?
- Do you have a preference for simple off-the shelf or more complex tailored solutions?
- Have you formed and confirmed your investment committee charter and members? (who, how, purpose, frequency, input)