investment strategies

Sample Balanced Portfolio

 

Sample Balanced Portfolio

Objectives

  • Enhance stability and total return through diversification
  • Satisfy clients’ risk and return objectives

Process

  • Top down macro-economic outlook is combined with asset class and sector specialist input to determine  asset classes emphasis relative to clients’ stated investment policy

Characteristics

  • Composition: Blend of investment strategies that comprise multiple equity types and fixed income classes
  • Positions: 100 to 125
  • Turnover: 25 to 50 percent

Investment Policy Committee

George Hosfield, CFA
Marc Fovinci, CFA
Ralph Cole, CFA

Updated annually. Data as of January 1, 2016.