Asset allocation decision

Asset Allocation Decision
Asset Allocation Decision definition :
The decision regarding how an institution's funds should be distributed among the major classes of assets in which it may invest.
Want tight spreads?

Asset allocation decision
The decision regarding how an institution's funds should be distributed among the
major classes of assets in which it may invest.
Related Terms: ...

THE ASSET ALLOCATION DECISION
Almost any Professional Financial Planner that you approach will advise you to divide your assets into three major categories or "asset classes".
These three major asset classes are stocks, bonds and cash.

"Shortfall Risks and the Asset Allocation Decision." Journal of Portfolio management, Fall 1989.
Libby, R.; Fishburn, P.C. (1977). "Behavioral Models of Risk taking in Business decisions: A Survey and Evaluation".

Many portfolio managers manage their asset allocation decisions by adopting a rebalancing policy which typically involves returning the asset allocation to the target allocation or strategic asset allocation (SAA) at calendar intervals (monthly, ...

Asset allocation decision
Asset Allocation Fund
Asset Allocation Fund - AAF
asset allocation funds
Asset allocation mutual fund
Asset and Health Dynamics Among the Oldest Old
Asset backed securities
Asset backed securities
Asset Backed Security ...

An investment manager who utilises macroeconomic research and expertise to develop themes to influence its asset allocation decisions.

A management style that begins with an assessment of the overall economic environment and makes a general asset allocation decision regarding various sectors of the financial markets and various industries.

If you invest in an actively managed portfolio or fund, the fund managers, who are experts with access to more and better information than that to which you have access, will be able to make informed and appropriate asset allocation decisions for you.

Top-Down: A management style that begins with an assessment of the overall economic environment and makes a general asset allocation decision regarding the financial markets and various industry sectors.

The client objectives and constraints, when considered in light of the capital market expectations, lead to the development of critical investment strategies, the most important of which is the asset allocation decision, ...

First, the indexes are benchmarks, representing proper performance standards against which active managers can be evaluated. Second, the indexes are asset class proxies for use in asset allocation decisions.

Ratios that measure how effectively the firm is managing its assets.
Asset allocation decision ...

Long-term, risk-return targets developed principally from careful consideration of plan sponsor factors, investment factors and a forecast of the future. Critical in the adoption of investment objectives is the asset allocation decision.

More specifically, the plan administrator ensures that money is being contributed into the fund, the proper asset allocation decisions are made and that payouts are promptly distributed among all qualified plan participants or beneficiaries.

The portfolio theory approach has four basic steps: security valuation-describing a universe of assets in terms of expected return and expected risk; asset allocation decision-determining how assets are to be distributed among classes of investment, ...

See also: Expense, Values, Bills, Interest rate swap, Banks