Asset Allocation Clients White Paper 
Random Roger's Retirement Planning
JUNE 17, 2023
Meb Faber posted a short white paper titled What Is The Safest Investment Asset ? He devised what he calls the Global Asset Allocation (GAA) which takes in equities, fixed income, commodities, REITs and a couple of others, built out as follows. The white paper plays with the following mixes of GAA and T-bills.
Inside Information
JUNE 25, 2024
The test mashed up risk tolerance, risk capacity and risk perception (people see only upside during a bull market, and only risk during the bearish times), which means the scores could be different for different time periods, and might lead to clients taking on more volatility in their portfolios than they could afford, or perhaps less.
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The Big Picture
SEPTEMBER 19, 2023
Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. And we all had different backgrounds and different investment ideas and different clients like us clients are very different from clients in other countries. It depends on your asset allocation.
Brown Advisory
JUNE 21, 2017
As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In short, indexing should be seen as part of the toolkit available for addressing a range of client objectives. In short, every situation is different.
Brown Advisory
JUNE 21, 2017
As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In short, indexing should be seen as part of the toolkit available for addressing a range of client objectives. Manager Characteristics. The Role of Passive.
Brown Advisory
SEPTEMBER 22, 2017
It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Deutsche Asset & Wealth Management White Paper. Harvard Business School Working Paper 15 (73). The Guardian. Available from [link]. Hoepner, A.
Brown Advisory
SEPTEMBER 22, 2017
It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Deutsche Asset & Wealth Management White Paper. Harvard Business School Working Paper 15 (73). The Guardian. Available from [link]. Hoepner, A.
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