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At Punter Southall we have clearly defined investment processes that have produced consistent results over many years. Our investment process consists of four progressive stages that interact to build a complete investment solution.
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Establish Strategic Asset Allocation |
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2. |
Formulate Investment Policy
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3. |
Tactical Asset Allocation
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4. |
Manager Selection - People,
Process & Performance |
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5. |
Monitor and Evaluate Portfolio |
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