Sleeve definition
Translate the mandate into a target mix across equities, sukuk, commodities, cash, REITs, and any other approved sleeves.
Step 02 · Wealth Management Workflow
Strategic Asset Allocation
Define the long-term portfolio structure before implementation begins.
Strategic allocation gives the portfolio its architecture. It translates the mandate into sleeve weights, defensive buffers, and funding logic so portfolio construction begins from a capital-allocation plan rather than a list of ideas.
Professional output
A strategic allocation blueprint with defined sleeves, target weights, and risk-balancing assumptions ready for portfolio construction.
Input from previous step
Approved client mandate and ethical framework
Output into next step
Sleeve-level blueprint for discovery and construction
Why this step exists
A professional portfolio should know how much capital belongs in each sleeve before it starts choosing names inside one sleeve.
Strategic allocation is what keeps long-term risk, liquidity, and defensive posture aligned with the mandate instead of being reshaped by the strongest current idea.
When the sleeve shell is visible early, later construction and oversight become easier because funded versus unfunded allocation can be measured directly.
Strategic questions
How much of the mandate should sit in equities versus defensive or diversifying sleeves?
What reserve or cash posture is necessary given liquidity needs and risk tolerance?
Which asset classes are strategically allowed, and how narrow or broad should each sleeve be at the outset?
How purepofo advisor supports this step
Tools and structure that make this step repeatable.
Each support block exists to make the workflow more disciplined, more consistent, and easier to carry from one decision to the next.
Risk balancing
Keep risk posture visible through allocation bands, defensive buffers, and funding logic before security-level implementation starts.
Construction handoff
Create a sleeve shell that the construction desk can fund directly, so implementation quality is measured against a clear strategic blueprint.
Why the handoff matters
This step strengthens the next investment decision.
In purepofo advisor, each step is designed to produce a professional output that the next step can use directly, rather than forcing the wealth manager to restart context, rewrite rationale, or rebuild controls.
Upstream input
Approved client mandate and ethical framework
Downstream handoff
Sleeve-level blueprint for discovery and construction
