Specifications include, but are not limited to: 2.1 Investment Strategy Development: Develop and implement a tailored investment strategy aligned with the HA’s financial objectives, risk tolerance, and investment policy guidelines. 2.2 Asset Allocation: Conduct thorough analysis and recommend appropriate asset allocation strategies across various asset classes according to the Investment Strategy and the HA’s investment policy. 2.3 Portfolio Management: Actively manage the investment portfolio, including security selection, rebalancing, and tactical adjustments in response to market conditions and changes in investment objectives. 2.4 Risk Management: Implement robust risk management techniques to mitigate downside risk while aiming to achieve desired investment returns. 2.5 Performance Reporting: Provide regular performance reports and analysis, detailing investment returns, portfolio composition, and benchmark comparisons. 2.6 Client Communication: Maintain open and transparent communication with [your organization's name] investment committee and other relevant stakeholders, providing updates on portfolio performance, market outlook, and investment strategy adjustments as needed. 2.7 Compliance and Regulatory Oversight: Ensure compliance with all relevant regulatory requirements and industry best practices in investment management.
