💨IMPACT LEVEL 1 — MEH
Epstein File EFTA01523259: Construction (DS10)
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This document describes portfolio construction methodology and strategy selection processes. It explains how portfolio construction teams select strategies from an approved pool to meet asset allocation goals, and discusses the use of Morgan-managed strategies versus third-party managers based on differentiated portfolio construction benefits.
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From the approved pool of strategies, our portfolio **construction** teams select those strategies we believe best fit our asset allocation goals and forward
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Morgan managed strategies unless we think third-party managers offer substantially differentiated portfolio **construction** benefits.
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