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)