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Core Objective: Build and maintain a balanced, return-optimized asset portfolio.
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Key Services:
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Asset allocation strategy (equities, fixed income, alternatives, real estate).
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Manager selection & monitoring (funds, external managers).
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Portfolio rebalancing & tax-efficient positioning.
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Performance reporting (absolute/relative returns, Sharpe ratio, drawdowns).
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ESG integration & impact measurement.
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Common Deliverables: Investment policy statement (IPS), quarterly performance report, rebalancing trade list.