The Asset Allocation Advisor



What's New

How can investors buy into the various sectors of the bond market? In Buying the Bond Markets, the Advisor provides information on index funds and ETFs that target specific sectors of the bond market including Treasuries, Governments, investment-grade corporate bonds, high-yield bonds, mortgage-backed bonds, foreign sovereign debt bonds, and international inflation-indexed bonds. Information on nearly fifty funds is provided. See Buying the Bond Markets.
 
 

Asset Advisor Blog

 
Current Commentary:
Our editor offers thoughts and observations on a variety of subjects affecting the investment world, from the behavior of individual investors, to the efficient market hypothesis, to the foibles of financial engineering. The View from the Land of Steady Habits.
 
 
The Asset Allocation Advisor provides information and analysis of global capital markets including historical return and risk information, current market valuations and comparisons based on current and projected valuation factors, and projected risks and performance correlations. Portfolio performance is modeled using advanced optimization techniques that identify the most efficient portfolio allocations for various risk levels.

Subscribe Now
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



A RESOURCE FOR SERIOUS INVESTORS


The Asset Allocation Advisor
is an on-line resource dedicated to informing and educating readers about the art and science of asset allocation and how to put that art and science to work in maximizing investment returns while minimizing risk.

The Asset Allocation Advisor is intended to meet the needs of non-profit organizations, financial advisers, and individuals managing their own retirement money for sophisticated guidance in deciding how to diversify their investments. Written for those with a serious interest in managing tax-exempt portfolios—such as non-profit endowments, or tax-deferred portfolios—such as 401k or 403b plans, the Advisor provides information, analysis, and portfolio modeling to use in formulating allocation strategies.

The Advisor is also dedicated to informing and educating readers about developments in the science of asset allocation and opportunities in the capital markets for diversification. Significant challenges and refinements have been made to Markowitz’s Nobel prize-winning work on portfolio optimization at the same time as the development and integration of global capital markets have made new asset classes available to investors. Informed investors, trustees and managers need to understand both the challenges and the advances to the established science and the new opportunities in the capital markets in order to achieve their portfolio goals and fulfill their fiduciary responsibilities. The Advisor is not for individuals managing taxable portfolios.

REGULAR CONTENT

The View from the Land of Steady Habits
Commentary on a variety of subjects affecting investment portfolio management.
 
Capital Market Outlooks
Information and analysis regarding valuations of various asset classes and the impact of current conditions on expectations for future returns.
 
Efficient Frontiers and Optimally Risky Portfolios
Reports on how asset classes can be combined to yield efficient portfolios, that is, portfolios with the maximum expected return for a given level of risk or, conversely, the minimum expected risk for a given level of return – utilizing advanced optimization techniques that go beyond simple mean-variance optimization.
 
The 10% Portfolios
Reports on how changing market conditions and expectations affect the composition of a portfolio with a target 10% return.
 
The Art and Science of Asset Allocation
Articles exploring the discipline of asset allocation optimization from both a practical and a technical perspective.
 
Managing Risk
Reports on issues of risk management, including how to quantify investor risk tolerances, how to measure risk exposures, and how to manage investment portfolios within acceptable risk tolerances.
 
Special Features
Articles on topics of special interest to investors - from how to deal with the recession to how to invest in different asset classes.

Click to verify BBB accreditation and to see a BBB report.

 
home | subscribe | archives | publisherallocation basics | risk 
 contact | steady habits | market outlooks | efficient frontiers
10% portfolios | risk management | asset allocation | special features 

Asset Allocation Advisor
860.570.0270
P.O. Box 270770    West Hartford    CT 06127-0770
  
© 2006-2009 Asset Allocation Parametrics LLC,  Privacy Policy, Reader Beware, Terms & Conditions
Site by ThreeTree LLC