Investment Process | Tiedemann Wealth Management

Macro Strategy	Research broad, global macroeconomic trends and valuation level trends to develop economic and market outlook views Determine investment themes and broad asset allocation mandate

Asset Allocation	Develop asset allocation frameworks for client portfolios from conservative to growth mandates, utilizing Macro Strategy research Risk management within allocations

Manager Due Diligence	Conduct qualitative and quantitative research to find and assess new managers (based on asset allocation framework) and to evaluate portfolio management expertise and stability of investment management businesses Monitor existing funds on an ongoing basis

Portfolio Management	Create custom portfolios for each client utilizing asset allocation frameworks, approved managers and investment objectives unique to each client Monitor client portfolios to ensure compliance with changing allocations and tactical shifts

Process, Controls and Execution	Ensure accurate execution of all investments in client portfolios and allocation shifts Provide clients with accurate and timely portfolio reports