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Asset Allocation - The Process of Elimination

Selecting the most appropriate asset allocation for a given investor consists of four steps.

  1. Determine all possible asset allocations that meet the investor’s return requirement on the basis of total return after tax.
  2. Eliminate any allocations that fail to meet the investor’s risk objective, whether through quantitative risk factors or inconsistency with subjective measures of risk tolerance.
  3. Eliminate any allocations that fail to meet the investor’s other constraints (liquidity, legal, tax, unique circumstances).
  4. Select, from allocations that remain, that which offers the best risk-adjusted performance and diversification.
For more information, see all articles on: Asset Allocation, FInancial Planning, Portfolio Management

See also:
  • Tactical Asset Allocation in Portfolio Management
  • Dynamic and Static Approaches to Asset Allocation
  • Portfolio Monitoring and Rebalancing
  • Strategic Asset Allocation in Portfolio Management
  • The Role of Capital Market Expectations in the Portfolio Management Process
    • Technical Analysis Explained : The Successful Investor's Guide to Spotting Investment Trends and Turning Points

    The Intelligent Investor: The Classic Text on Value Investing

    Financial Statement Analysis: A Practitioner's Guide, 3rd Edition

    Managing Investment Portfolios: A Dynamic Process (CFA Institute Investment Series)

    This entry was posted on Monday, May 12th, 2008 at 7:06 am and is filed under Asset Allocation, FInancial Planning, Portfolio Management. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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