Asset liability modelling helps decide which strategies best meet our clients’ objectives. Under our ALM framework, we project over 1,000 different economic simulations using our proprietary capital market assumptions. In each of the economic simulations we are able to test the degree to which the objectives are met. We are able to provide projections of key financial metrics of importance to our clients over any time period (from one year to over 30 years).
We believe that it is our responsibility to provide each client with customized advice that will lead to the right investment decisions. Our comprehensive approach to developing an optimal investment strategy can be broken down into the following four phases:
|Phase I: Planning, Objectives and Assumptions Setting||
|Phase II: Risk Diagnosis and Portfolio Optimization||
|Phase III: Additional Analysis, Sensitivity & Stress Testing||
|Phase IV: Final Report||