When considering investment portfolios, what aspect must be clearly defined for assets designated as part of the Satellite Group to prevent strategic drift?

Answer

The 'exit criteria'

In the investment context, defining the exit criteria—conditions like reaching a certain ROI or a market shift—is necessary to determine when an asset must be fully divested or reclassified back into the core portfolio, preventing strategic drift.

When considering investment portfolios, what aspect must be clearly defined for assets designated as part of the Satellite Group to prevent strategic drift?
Definitionsatellitegroup