Balancing Structure and Flexibility

With fiduciaries facing numerous issues, what strategies can they employ to tackle them and build a durable allocation plan for long-term assets? A strategic allocation policy sets a long-range plan, but it should also account for various possible market conditions. It needs to understand withdrawal or distribution needs, the expected life of a fund, and the ability or tolerance to weather a sustained drawdown. A daunting task, made even more challenging by the current environment. The time to address these challenges is now.

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