At Franklin Street Partners, our asset allocation process is built on sophisticated analytics and the combined experience of the investment professionals on our Asset Allocation Committee. Each of these professionals has extensive, hands-on decision-making experience managing client portfolios across multiple market cycles.

There are three facets to our asset allocation process:

1. Listen to the client – We develop a thorough understanding of each client's risk tolerance, time horizon, return objectives, tax considerations and liquidity requirements.
2. Tailor a long-term strategic asset allocation – We carefully model and optimize a range of allocations based on historical performance data for each asset class, as well as our return expectations for the economy and market sectors.
3. Implement tactical asset allocation changes – While the strategic asset allocation provides a sound, long-term structure, portfolio composition is adjusted to reflect evolving risks and opportunities in the financial markets and economic sectors. These realignments are undertaken only after careful review by our Asset Allocation Committee.