Aurora Investment Process

Step 1: Macro-Economic Analysis Step 2: Risk Management Analysis Step 3: Asset Class Allocation Step 6: Rebalancing and Trading Step 5: Portfolio Optimization Step 4: Security Selection (by asset class)

Security selection is a bottom up process, which means we look at the characteristics of individual securities, mutual funds, and ETFs, focusing on relative valuation, liquidity, and appropriateness as an investment. We perform in-depth analysis of securities by asset class, with the aim of eliminating unsuitable choices and narrowing the field down to a set of securities that meet our various screens and which, together, provide us with the portfolio performances that we seek.

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