Survey for Asset Allocation Summit on Jan 21. 2021

Below are questions to invited speakers and participants that leading to Asset Allocation Summit that we are hosting on Jan. 21, 2021. Your feedback can help us refine our agenda for the upcoming conference.

1: Unique Situations and Perspectives

What is unique to your situation that might make it different from other investors?

2: Investment Policy Statement

Do you have an IPS? How often do you adjust? What are the objectives?

3: Target Risk-Adjusted Return Expectation

What is it and your time overall horizon?

4: Asset-Allocation Policy

What is your current policy and how often is it adjusted?

5 Liquidity

How do you think about liquidity within your investment strategy?

6: Biggest Changes Planned for 2021

What are the biggest strategy shift planned for this year?

Failures, Lessons, Advice

7: What was your biggest failure and/or lesson learned in investing?

Philanthropic Goals

How does ESG / Impact and/or Philanthropic Goals figure into your allocations and/or plans?

9: NextGen (for family offices) & Succession

How are you preparing for future transitions?

Name

First Name

Last Name

Company / Organization