The first step in our portfolio management process is developing an Investment Policy Statement (IPS) for each client. The IPS clearly lays out the client's investment objectives, including their desired returns and risk tolerance. Our asset managers use the client's IPS to develop a portfolio that we believe provides the client with the highest probability of achieving their investment objective.
When constructing portfolios RoseCap's investment universe includes securities from all major asset classes. Additionally, we monitor over fifty sub-asset classes as potential satellite investments for clients. Once portfolios are established, we monitor the performance and rebalance as frequently as required by market movements and changes in capital market conditions. While RoseCap is a small firm, our asset management procedures are considered among the very best.