As a client of Ascension Investment Management, your organization is empowered to select its own asset allocation, assigning ranges around the target allocations to allow us to implement discretionary tactical allocation shifts.
We view the process of developing the investment policies, objectives, and guidelines as a customized, collaborative effort unique to each client. A foundational element of our asset allocation study is a thorough discussion with your organization’s Investment Committee to understand:
- Investment objectives
- Investment time horizon
- Risk tolerance and return expectations
- Cash flow needs / spending policy
- Liquidity preferences