Keeping Our Eyes Open for Changes that Impact Investors

Lockwood's process is designed to help us adjust our offerings in the face of changing market conditions.

Watching the Investment Road Ahead

The markets never stop changing, and what worked yesterday may be out of favor today. We work to stay ahead of the curve to adjust our strategies as market signals and the evolving financial landscape dictate change.

The Lockwood investment team monitors portfolios and the investment managers to make investment changes, when necessary, to help properly manage risk in an effort to capitalize on opportunities in the current market environment.

Oversight
  • Ongoing Asset Allocation and Manager Review
  • Performance and Risk Analysis
  • Portfolio Monitoring
  • Compliance Oversight
Reporting
  • Drift and Cash Reporting
  • Performance Attribution
Oversight
Advice
Reporting
Execution
Advice
  • Asset Allocation and Manager Research of Lockwood and BNY Mellon
  • Economic and Capital Markets Insights
  • Portfolio Construction and Case Design Advice
Execution
  • Trading Services
  • Asset Allocation Changes
  • Manager Changes
  • Portfolio Rebalancing

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