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Portfolio Management Methodology
4. Integration and follow-up
 Tailoring strategy to client’s objectives   Determination of asset allocation grid 



An Integrated Portfolio Management Process
Definition of investment strategy
Asset allocation
Quantitative & qualitative research

Stock-picking
Fund-picking (Reyl Funds™ and third party)
Structured products

Model portfolios
Portfolio management
Reyl Funds™ management
Marketing support
Intranet

Economy and Strategy
Score Card
Model Portfolios

Quantitative Analysis
Sector Review
Reyl Funds™

Technical Analysis
Third Party Funds
Marketing Support



A comprehensive management process emphasizing discipline and consistency.
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