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Portfolio Management Methodology
2. Tailoring the Investment Strategy to Each Client's Objectives
 Determination of asset allocation grid   Integration and follow-up 



Tolerance
(Risk / Volatility)
Time Horizon
Investment Strategy
Strategy objectives
Main Financial Instruments
None Short-Term Income
Capital Preservation
Money Market Instruments, Short Duration Bonds
Moderate Short-Term Conservative
Moderate Capital Appreciation
Money Market Instruments, Bonds, Capital Guaranteed Products
Average Medium-Term
(3 - 5 years)		 Balanced
Mid-Term Capital Appreciation
Bonds, Equities, Authorised Alternative Investments
Strong Long-Term
(5 - 10 years)		 Dynamic
Substantial Long-Term Capital Gains
Equitites, Authorised Alternative instruments



Each client's time horizon and risk tolerance determine the applicable investment strategy.
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