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Portfolio & Liability Management

The importance of asset allocation is to select a diversified mix of suitable asset classes that minimizes risk for a given level of expected return.

  • The appropriate asset allocation policy is determined by an investor’s risk tolerance and return expectation requirements.
  • Each investor’s risk tolerance and return requirements should be viewed in the context of the liabilities that the assets are supporting.
  • The purpose of the exercise is to build a portfolio that can help to meet the financial goals of the investor.