Why asset allocation?
Why such a
specialized subject?
Because it’s the most important
decision endowment managers and fiduciaries have to make
in support of their missions. |
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PUBLISHER
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. The Asset Allocation Advisor is produced by:
Asset Allocation Parametrics, LLC,
Post Office Box 270770
West Hartford, Connecticut 06127-0770
Editorial offices are located at:
1007 Farmington Avenue, Suite 18B
West Hartford, Connecticut
06107-2107
Telephone:
860-570-0270. Fax: 860-570-0271.
The editor is Albert J. Brenner, CFA.
The Advisor is written, edited and produced by
Asset
Allocation Parametrics, LLC .
Asset Allocation Parametrics, LLC
Asset Allocation Parametrics, LLC is an independent
investment research, publishing, and consulting firm
providing information, analysis and modeling to
tax-exempt and tax-deferred investors on the subject of
asset allocation. The firm’s objective is to help
individual investors achieve their retirement goals and
non-profit organizations better serve their missions by
assisting them with the single most important decision
in the management of their investment assets – how to
diversify their portfolios among available options to
maximize return and minimize risk.
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West Hartford