Our Investment Committee convened to reflect on 2024 and strategize for the upcoming year. Here are five key insights from the discussion: Dynamic Asset Allocation (DAA) Refinement The committee focused on refining our Dynamic Asset Allocation framework to better align with market opportunities and economic conditions. By introducing flexible guardrails,… Read More »December Strategic Insights
Our Investment Committee convened in November to discuss innovative strategies and market trends for client portfolios. Here are five key takeaways: Personalized Client Portfolios We reinforced our approach of tailoring investment strategies to meet individual client needs. By combining direct ownership with select funds, we aim to deliver a customized,… Read More »November Highlights
The October meeting offered an opportunity to explore strategic adjustments and deepen our commitment to delivering tailored investment solutions. Below are five key highlights from the discussion: Emphasis on Customization The committee reiterated the importance of tailoring investment strategies to client-specific goals, with a combination of direct ownership models and… Read More »October Perspectives