Provides Raymond James financial advisors and their clients with market commentary and investment guidance.
PURPOSE
The purpose of the Investment Strategy Committee is to provide Raymond James financial advisors and their clients with coordinated macroeconomic, capital markets and asset allocation guidance.
PHILOSOPHY
The output from the committee is designed to support the financial planning and investment process of Raymond James financial advisors with their clients.
The committee focuses on four major areas in providing guidance:
- Economic fundamentals that are likely to affect the individual investor
- Major themes driving the risks and the return opportunities in the market
- Strategic allocation models based on long-term investment goals
- Tactical allocation guidance based on a6 to 12 month outlook in various asset classes
PROCESS
The committee consists of investment thought leaders from across the firm, each with their own area of expertise.
Committee members respond to a detailed survey on topics including economic fundamentals, outlook for the various asset classes, and major risks on the horizon, among others, prior to a quarterly meeting. Survey responses are discussed during the Investment Strategy Committee meeting where the committee debates the major themes in the markets and validates the consensus view from the survey.
The Asset Allocation sub-committee applies the committee’s perspective to the tactical allocation guidance found in the Investment Strategy Quarterly.
