Asset Allocation Studies
…a wealth of information creates a poverty of attention and a need to allocate that attention efficiently among the overabundance of information sources that might consume it. ~ Herbert Simon
Asset Allocation is the process of distributing resources across different asset classes. The cornerstone of asset allocation is diversification, an essential goal for every responsible investor.
Asset Allocation starts with an analysis of the client’s current allocation. Once a baseline is established, alternative asset allocation scenarios are built, along with the implications of each major change. Implications include a review of the risk and return expectations along with expectation of loss. This discussion also includes future value modeling to give the client a look at the downside value of any of the changes versus their current allocation.
