Analyze
Investment Analyze Companies/ Risk
Opportunities Sectors Issuers Parameters Trading Monitor
-Quality -Defensive/ -Relative value -Limit duration +/- -Efficient -Economic data
-Maturity Cyclical -Quantitative 20% of benchmark execution -Earnings
-Liquidity -Financial -5% max/issuer -Performance
-Valuation statements -Generally A or -Portfolio
-Qualitative better structure
-Management
-Strategy