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Asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1] The focus is on the characteristics of the overall portfolio.
Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...
Black–Litterman model. In finance, the Black–Litterman model is a mathematical model for portfolio allocation developed in 1990 at Goldman Sachs by Fischer Black and Robert Litterman, and published in 1992. It seeks to overcome problems that institutional investors have encountered in applying modern portfolio theory in practice.
The right asset allocation is critical to your financial success. ... the American financial services firm Morningstar says that large-cap stocks returned an average of 10.2% annually between 1926 ...
Allocating your money across different types of assets is a proven strategy to help you invest smarter. But in order to make the most of that strategy, you'll want to follow asset allocation ...
Thanks to target date funds and some simple rules of thumb, picking a mix of stocks, bonds and cash is pretty straightforward while you're still saving for retirement. According to conventional ...
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