- 01
Global Market Screening
Identifying investment opportunities across global markets.
- 02
Research & Due Diligence
Analysis of fundamentals, valuation and risk.
- 03
Investment Committee Review
Formal review by the Investment Committee.
- 04
Portfolio Construction
Asset allocation and position sizing.
- 05
Execution
Executed through approved financial institutions and counterparties.
- 06
Risk Monitoring
Continuous performance and risk management.
- 07
Exit / Rebalancing
Sale or rebalancing in response to market conditions.