First, We screen mutual funds for criteria that would make them worthy of consideration for a place in our model portfolios. Funds exhibiting less downside volatility are preferred as we compare track records.
Second, Financial software assists us to further measure how the inclusion of a fund manager’s characteristic style may contribute an added layer of diversification and long-term value to our portfolios. In-person meetings with the best fund managers in their respective categories determines how to combine funds to provide several complementary benefits.
Third, We perform ongoing due diligence on our “pension-style” CommonWealth portfolios to ensure they maintain our standards of conservatism and consistency.
