The Importance of Asset Allocation in an Investment Program

Topics:
Investment and Capital Markets
Tags:
Asset,
Asset Allocation,
Asset Management,
Business Operations,
Operational Planning
Source:
Aon Consulting

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Overview: This article defines asset allocation in more detail, explains why asset allocation decisions are so critical, and recommends an action plan for determining a prudent asset allocation structure. To support the discussion, it also presents a case study that illustrates asset allocation decision making. Asset allocation defines the percentage of fund assets that can be invested in specific asset classes. Every investment policy should state the amount that can be invested in each asset class in order to best meet the objectives of the investment fund. Most investment policies set discrete allocation targets for each class but allow an acceptable range around the target.

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Format: PDF | Size: 257KB | Date: Jun 2000 | Pages: 12

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