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Implementing a Well-Constructed Investment Policy
The key to the implementation of a well-constructed investment policy is to ensure the portfolio bears only those risks for which it is expected that the market will provide a commensurate return. Our approach is to construct a portfolio with the desired risk level with financial assets that span global capital markets at the lowest cost. We identify portfolios that are generally passively managed and are designed to replicate the characteristics of a specific market or asset class. These portfolios can be index funds, mutual funds constructed to replicate a particular market or market segment, and/or ETFs.
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