Research & Implementation
In contrast to asset allocation, the third stage is characterized by screening and research of the financial market as a whole.
Comprehensive market screening and choosing the best candidates among particular stocks, mutual funds or alternate financial and non-financial assets is the first step.
A small group of assets meeting very strict selection criteria is chosen based on the established allocation guidelines, due diligence, operational and risk management. An investment portfolio containing specific titles is acquired through a macroeconomical, quantitative and qualitative analysis, using a top down approach.
The very realization of the investment concept, although taking place gradually depending on economical, market, tax and other circumstances, is the outcome of the implementation.