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Special Report on

The Art of Asset Allocation

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In the hierarchy of investment decisions, asset allocation is at or near the top of the list of variables that are strategically relevant for diversified portfolios. There are a number of studies telling us so, starting with the influential Brinson study from 1986— "Determinants of Portfolio Performance" —and its 1991 update. The basic message: asset allocation matters. Deciding how much it matters, why it matters, and under what conditions has spawned a fierce debate over the years, along with a small library of research analyzing the details. A paper a few years back from Ibbotson Associates (now a part of ...
consists of finding an asset allocation that is appropriate for a given person in terms of their appetite for and ability to shoulder risk. This can depend on various factors; see investor profile .
Wu Tang and the art of asset allocation.
As investors and investing professionals, we are taught to happily chant the asset allocation mantra “stocks…bonds…cash…ohhhhmmmmmmm”। From the the macro sleeves, we then begin to boil it down into specifics: small cap growth, large cap, value, etc. Since Yieldpig’s focus is income, let’s discuss bonds specifically. On the short lived but brilliant “Chappelle’s Show” starring the blindingly gifted Dave Chappelle (PLEASE!!! PLEASE!!! COME BACK!!! WE NEED YOU!!), one skit was a spoof of a brokerage firm commercial tied in with the rap group, Wu Tang Clan in which ... market research, surveys and trends
Books For Every Level of Financial Acumen - Saving Advice
I believe that reading, both fiction and non-fiction, is a great way to learn new things and be exposed to more than you typically see in your daily life. If you want to learn something new, like personal finance, you can’t beat a good book. You can go at your own pace and learn on your own time, unlike in a classroom where you’re on a schedule and must go at the teacher’s pace. If something confuses you while you’re reading, you can stop, look it up or ask questions and come back to it later. Most books point you toward additional resources in the Appendix, leading you to learn more new things. And the ... market research, surveys and trends


FPA Journal - Incorporating Behavioral Finance into Your Practice
Jun 3, 2008 ... portfolio of $1 million generates. Her primary investment goal is to not outlive ... an allocation of 100 percent bonds, she would be likely to immediately agree .... The Art of Asset Allocation. New York: McGraw-Hill. ... industry trends, business articles and survey research
Sharpe Ratio Books
Please keep in mind that some of the content that we make available to you through this application comes from Amazon Web Services. All such content is provided to you "as is". This content and your use of it are subject to change and/or removal at any time. Hedge funds, including fund of funds (�Hedge Funds�), are unregistered private investment partnerships, funds or pools that may invest and trade in many different markets, strategies and instruments (including securities, non-securities and derivatives) and are NOT subject to the same regulatory requirements ... industry trends, business articles and survey research
The Four Key Elements Of A Well-Managed Portfolio
Fund management, portfolio management, active and passive management and, unfortunately, mismanagement are all familiar to those associated with the field of investment. But what exactly does "management" mean in a general sense, and what is its specific relevance within the investment context? This is an incredibly important question but one that is seldom (if ever) raised. According to John Schermerhorn in his book Management (2002), "management is the process of planning, organizing, leading and controlling the use of resources to accomplish goals." Breaking the process down into the above standard four ... market trends, news research and surveys resources
Tracking returns amid double-dip debate
Looking between now and year-end, analysts believe the region's markets will continue to outperform, and expect a better global environment to steady the global markets which have been causing much of the problem here. Image Credit: Supplied Dubai: The "third depression", courtesy Paul Krugman; "double-dip recession", courtesy Nouriel Roubini; and now "unusual uncertainty", courtesy Ben Bernanke. The outlook for the global economy has never been more uncertain. And regional markets today, being tied to global currents, remain vulnerable to overseas sentiment. Middle East and North Africa (Mena) equity markets ... market trends, news research and surveys resources


May 2005 - Life Stages The Challenges Powered by Asset Allocation
The Art of Asset Allocation is a practical, hands-on guide that shows finance professionals and individual investors how to achieve an asset balance ... technology research, surveys study and trend statistics
Fundamentals of Asset Allocation (PDF) - PUBLIC EMPLOYEE ...
Asset allocation remains more an art than a science since the models and assumptions used are approximations of the realities of an investment universe that ... technology research, surveys study and trend statistics
Asset Allocation: Management Style and Performance Measurement
It is widely agreed that asset allocation accounts for a large part of the variability in the return on a typical investor's portfolio. This is especially true if the overall portfolio is invested in multiple funds, each including a number of securities. Asset allocation is generally defined as the allocation of an investor's portfolio among a number of "major" asset classes. Clearly such a generalization cannot be made operational without defining such classes. Once a set of asset classes has been defined, it is important to determine the exposures of each component of an investor's overall portfolio to ...
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How and when rebalancing of a portfolio is done? | LinkedIn ...
Portfolio rebalancing would revolve around ensuring that the initial percentage allocation across the various investment instruments is periodically brought back to its original value or percentage allocation. I would illustrate this with a simple example. Let's say you have INR 100 as your investment capital. You have shortlisted equity and debt instruments to be included in your investment portfolio; and decide that the initial allocation would be in the ratio of 75:25. Now you implement this allocation; and are holding INR 75 in equity (in investment grade stocks) and INR 25 in debt instruments. Over a period of time and ...
WikiAnswers - Business Accounting and Bookkeeping Questions ...
This is basic advice on how to find an accountant from the Federal Consumer Information Center and the Small Business... What does CTC or 'Cost to Company' mean? Cost to Company (CTC) is a term used to describe an investment without return. Travel expenditures, interviewing, spending time... What is the difference between a gross sale and a net sale? Gross sales mean what you are charged as the overall total of your bill and net is all other deductions subtracted with what ever... What is an escrow account? An escrow account is the money held by the mortgage company to pay your yearly property taxes and insurance ...