Asset Allocation: Who are you Investing For?

 

It’s been widely publicized that a principal determining factor in the volatility and return of an investment portfolio is the portfolio’s asset allocation. Financial advisors often cite the results from a study published in 1986, “Determinants of Policy Performance,” by Brinson, Hood and Beebower, which concluded that 93.6 percent of the variation of returns is explained by a portfolio’s asset allocation policy. While the findings of this study

All access premium subscription

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

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