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INVESTMENT
PROCESS
GoodWin’s investment process
involves the following steps
Step One: Planning
Disciplined planning is the key
to investment success. This involves charting out a distinct
Investment Policy Statement
tailor-made for the individual
client needs and preferences.
Step Two: Asset Allocation
GoodWin believes in
diversification into safe asset classes for consistent superior
performance and capital preservation. Asset
allocation strategies,
including an analysis of
how your assets are held, are the core of our focus on helping you preserve the
wealth you
already possess. Every client has a tailor-made asset allocation strategy.
Step Three: Execution
GoodWin believes in the best
execution policy for the client. Every effort is made to
minimize transaction costs in order to maximize returns.
Step Four: Feedback
The client’s portfolio is
continuously monitored and rebalanced. Performance evaluation
and measurement are done periodically and reports are sent to the clients. The
feedback
provides the client with timely information on the composition of the client’s
investment
portfolio to assure it complies with the guidelines set out in the Investment
Policy Statement
of the respective client. Any change in the clients financial or personal
situation is taken
into account during the feedback process.
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