The second set of decisions in constructing your customized portfolio pertains to “sub-asset allocation”. These decisions further break down the portfolio construction according to areas including:

  • Foreign versus Domestic Exposure
  • Relative Country Weights
  • Relative Industry Sector Weights
  • Style Selection

Decision drivers for sub-asset allocation may include relative performance and expectations pertaining to:

  • Economics
  • Political Stability
  • Interest Rates
  • Inflation Rates
  • Sectors
  • Investment Style

Sub-asset allocation decisions will be monitored and adjusted according to actual/anticipated market conditions.