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As part of our rigorous investment manager search process, we also conduct proprietary research to
produce economic and market summary and outlook. We filter out the “white noise” in the media
and review economic summary/outlook based on domestic and international macroeconomic
research, including geopolitical risks.
Finally, our team also evaluates market summary/outlook based on valuation methods, asset flow
study, interest rate and inflation models, and macroeconomic factors.
Based on these factors, as reference, CBIZ RPS can provide a recommended preferred investment
lineup to clients for single investment changes or full investment lineup shifts.
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