RAA uses an investment process that blends top-down economic analysis with bottom-up fundamental analysis to construct portfolios that are designed to achieve results over long term market cycles.
We start with a quantitative approach to determining when to overweight equities or bonds. Additionally, we review internal and external valuation models to determine what equity to bond ratio your portfolio should hold. These results are then overlaid with where we are in the economic cycle. We then review the logistics of how current market dynamics may affect asset classes and sub asset classes within your portfolio.
After this analysis is complete, we use quantitative measures to make sure we have your portfolio optimized, given your risk and return objectives. After positions are established, we monitor your portfolio to ensure we are both proactive and protective in managing your account through all market cycles.INVESTMENT PROCESS INVESTMENT POLICY COMMITTEE MANAGER SELECTION PROCESS