Discovery & Objectives
Purpose, priorities, constraints, liquidity and governance expectations.
Architecture & Policy
Strategic asset allocation, IPS, risk budgets and rebalancing rules
Selection & Due Diligence
Managers, direct/co‑investments, and structures aligned with incentives and transparency.
Execution & Oversight
Implementation through chosen banks/custodians; ongoing monitoring and reporting.
Review & Adaptation
Periodic reviews, scenario testing and calibration as circumstances evolve.
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