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Ongoing Review Keeps Investment Objectives on Track
Even the most careful investment plan is subject to the natural movements of the markets that may cause allocation targets to drift from their original positions and result in unintended risk. Or, client objectives may shift over time as their personal situations change. PSF addresses such inevitable change through its two-step process of continuous portfolio management.
First, the asset mix is systematically rebalanced to its targeted points, helping to reduce risk and keep the investment strategy on track.
Next, through ongoing monitoring and manager reviews, PSF ensures that its managers’ investment style remains consistent with the objectives of their segment of the investment portfolio.
After a manager is chosen, PSF’s analysts continuously and rigorously monitor their philosophy process, people and performance. In addition, our advanced technology allows us to monitor the managers every day – checking portfolio holdings and trades, and ensuring the “purity” of the investment portfolio.
As a result of PSF’s monitoring, managers who deviate from their philosophy or fail to achieve goals are subject to replacement.
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