Every market crisis is unique, and fiduciaries overseeing private client portfolios and institutional asset pools, from corporate retirement plans to foundations, should be thoughtful about the actions to take.
The particular circumstances of each client type and the way capital markets decline differ from crisis to crisis. The specific tools available to address those stresses also vary as markets evolve.
This paper describes a general framework for addressing the priorities for action in any market crisis, with a particular focus on the circumstances around the current COVID‑19 calamity.
The framework is comprised of four steps:
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