Due Diligence in the Investment Process Herrand Associates observes four fundamental tasks in the investment process: Macro Strategies, Manager Research, Client Investment Profile and Portfolio Design. Asset Allocation Structure While every aspect of the Herrand Associates investment approach is equally vital as the rest, the procedure is significantly effective in drafting asset allocation guidelines by observing a chronological flow of action. These four guiding posts utilized by Herrand Associates in its investment strategy assure that every client being managed obtains an investment plan completely in tune with his or her goals and requirements. 1. Macro Strategies Using a top-to-bottom approach over macroeconomic patterns, create a wide perspective of economic and market-defined projections. This strategy procedure based on a comprehensive view pinpoints surging investment tendencies and movements toward prospective asset-distribution patterns. 2.