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In practice, it is essential to take an integrated approach to clients' wealth management and investment supervision activities.  The integration is based upon expressly recognizing the three major components of this process:  wealth planning, investment supervision, and portfolio accounting and reporting.  Each component is now examined in turn.   I  The Investment Process:  Wealth Planning Although often a convenient starting point for any investment relationship, the planning phase is really a continuous and dynamic process that requires ongoing review and refinement as client needs and objectives change.  It is during this phase that investment supervisors assist their clients in a determination of client goals, objectives, and constraints.  .. more»

Over the past few years, a rising emphasis has been placed on companies and financial institutions' Corporate Social Responsibility. But what does Corporate Social Responsibility (CSR)" mean anyway? This is indeed one of the most frequently asked questions for all those dealing with CSR matters.  CSR is also known as corporate responsibility, corporate citizenship, responsible business, sustainable responsible business (SRB), or corporate social performance. Different organizations have developed different definitions and there is large common ground between them.  A simple definition refers to CSR as how companies and financial institutions take into consideration the impact on society of their operational activities. Consequently, it requires a built-in, .. more»