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Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]
Through the 1980s, Brinson established himself as a pioneer in the development of the theory of asset allocation. [3] Brinson pushed for allocation across stocks, bonds, cash, real estate, venture capital and other alternative asset classes using simple cost effective investment strategies.
Asset allocation is the value added by under-weighting cash [(10% − 30%) × (1% benchmark return for cash)], and over-weighting equities [(90% − 70%) × (3% benchmark return for equities)]. The total value added by asset allocation was 0.40%. Stock selection is the value added by decisions within each sector of the portfolio.
What Is Asset Allocation? Asset allocation refers to how investors divide their portfolio into different asset classes, such as bonds and stocks. An asset allocation is essentially a financial ...
Whether you’re just starting out or enjoying retirement, having the right mix of investments, also known as asset allocation, can help you weather the market’s ups and downs and pursue your goals.
Asset allocation refers to putting money into different investments with different characteristics. The idea is that this type of diversification can reduce the risk in your portfolio, as "putting ...
Brinson Partners (later known as UBS Brinson) was an asset management firm focused on providing access for U.S. institutions to global markets. [1] The firm was founded by noted investor Gary P. Brinson in the 1980s and established as an independent firm in 1989.
Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.
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