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Portfolio Management Methodology
1. Detailed Review of Each Client’s Specificities
 Tailoring strategy to client’s objectives   Determination of asset allocation grid    Integration and follow-up 



Guideline Investment Strategy
Investment
Objectives
Tolerance to
Risk / Volatility
Liquidity
Needs
Time
Horizon
Currency of
Reference



Determining each client’s characteristics prior to devising a guideline investment strategy.
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