The Lockwood Investment Committee uses multiple inputs as we execute upon our fiduciary responsibilities.
Using a disciplined, defined and repeatable process, the Lockwood Investment Committee evaluates multiple strategy inputs as they relate to economic outlook, capital markets expectations, asset allocation and portfolio construction. As members of the committee, the Investment Team provides research and analysis. With a focus on the long term, the team considers numerous data points and views when making asset allocation or investment research decisions.
1 Lockwood receives certain research services from the BNY Mellon Manager Research Group in manager research, due diligence and ongoing monitoring.