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Investment Process Summary

Securities Screening Graphic

Securities Screening

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Investment theme research

Top-down : monetary cycle, business cycle

Bottom-up factors

Investment strategies segmented as follows:

Undervalued Growth

Dividend Increase

Recovery

Strategic Assets

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Securities Master List

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Expected return

Expected holding
period return

Opportunity cost

Each security is allocated to one of several investment strategy (corporate exposure type) and one or several investment themes.

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Portfolio construction procedure

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Diversification and weighting scheme based on:

Industry sectors

Regions

Corporate exposure type

Investment theme

Start with equal weight then:

Optimized based on risk/return and opportunity cost scores of each securities

Output are model portfolios matching the different investment mandates

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Real Time Portfolio Monitoring

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Risk exposure analysis

Performance contribution

Profit & Loss analysis

Performance contribution

Performance attribution (benchmarked portfolios)

Assessment of portfolio performance vs its model portfolio goals.

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