| ① Set up investment objectives and target rate of return → ② Set up asset class and its benchmark return → ③ Conduct mid- to long-term market outlook → ④ Determine input data → ⑤ Set up constrains (shortfall, etc.) → ⑥ Implement asset allocation and execution → ⑦ Performance attribution and feedback |
| ① Set up investment objectives and target rate of return |
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