Improving Asset Allocation Models

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating non-traditional asset classes such as hedge funds, private equity and real estate. Some asset allocation models are starting to take into account the data problems inherent in alternative investments. That is

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating non-traditional asset classes such as hedge funds, private equity and real estate.

Some asset allocation models are starting to take into account the data problems inherent in alternative investments. That is particularly important these days when trustees are investing a larger percentage into t

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish