Set investment goalsSet long-term investment goals
to preserve and increase the
value of sovereign wealth
Conduct macroeconomic and capital market analysis & discover new asset classesCarry out mid- and long-term macroeconomic research Discover and analyze new asset
classes Analyze capital market expectations for each asset class
Implement strategic asset allocationAnalyze the risk-return profile and investment constraints for each sponsor Set optimal asset allocation rules to improve long-term returns
Establish investment management plansAnalyze and forecast mid- and short-term financial markets Establish mid-term and annual management plans based on the economic outlook and financial market forecast
Execute investment strategiesExecute an asset allocation strategy based on house
views decided at quarterly asset allocation forums Preemptively analyze risks according to financial
market circumstances and reflect them in the overall portfolio Establish and implement investment strategies within
risk limits for each asset class and fund investment
Monitor and analyze performanceAnalyze ex-post risks and performance factors for the entire portfolio and individual investments Correct setbacks and reflect improvements based on performance and process monitoring