| Formulating appropriate Investment Beliefs |
| Identifying Return Drivers and Medium Term Outlook |
Understanding and advising on key issues including:
- Getting set
- Managing drawdowns
- Incorporating socially responsible and ethical considerations
- Use of different structures
- Advice on management of MERs |
| Development and review of a Plan to create a suitable mix of alternative investments |
| Monitoring and assessment of risk impact |
| Conducting manager/product research and due diligence across all alternative asset classes |
| Submitting full assessments for recommended managers and brief assessments for rejected managers |
| Assisting with monitoring of a program |
| Research and education |
