Asset Allocation: Investment Process: SAM Portfolios
Our five SAM Portfolios are managed by an experienced team of asset allocation professionals within Edge Asset Management, one of the premier boutique affiliates of Principal Global Investors. The Portfolios are constructed and managed according to a disciplined and dynamic 3-step process.
|STEP 1 -||Strategic Analysis: This step involves analyzing an efficient risk/return mix of asset classes to maximize expected return at a given level of risk, which results in our long-term strategic asset class targets.|
|STEP 2 -||Tactical Analysis: The Team then determines the Portfolios' near-term targets based on the analysis of current market conditions and investment outlook.|
|STEP 3 -||Active Implementation: The final step involves construction of each Portfolio based on fund-specific research utilizing cash flow management and rebalancing as needed.|
|Ongoing Risk Management: The process is revisited and refined for efficient risk management over time.|
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Investing involves risk, including possible loss of principal.
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