Policy portfolios: Empowering long-term thinking and tactical flexibility

Policy portfolios: Empowering long-term thinking and tactical flexibility

27 March 2024

This report summarises how policy portfolios support long-term, multigenerational investment planning by balancing strategic discipline with tactical flexibility. It presents model portfolios for institutional and ultra-high-net-worth clients, emphasising client-specific customisation, risk management, and the integration of long-term capital market assumptions to guide portfolio construction and decision-making.

 

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