BL FR&AM Investment Methodology
ASSET ALLOCATION (1.5 MB)

What is the difference between strategic and tactical asset allocation? How often is the asset allocation changed? What is BL FR&AM's model portfolio? Find out in this brochure.

BL FR&AM Investment Methodology
EQUITIES (207kb)

When investors buy shares in a company, they become shareholders. According to the business-like investing approach, they should treat their investment as if they were the owners of that company.

BL FR&AM Investment Methodology
EXTERNAL FUND SELECTION (221kb)

This brochure explains the external fund selection process, from setting up the investment universe using quantitative and qualitative analyses to monitoring the selected funds.

BL FR&AM Investment Methodology
BONDS (214kb)

BL FR&AM's bond investment process consists of five stages: defining the macro-economic scenarios, market analysis, portfolio construction, implementation of active management strategies and performance analyses.

BUSINESS-LIKE INVESTING (41kb)

Explanation of "Business-like Investing"