American University Business Assets Allocation Question

Asset Allocation Project Template

Page Max: 20 (10 front and back)
Page 1: Strategic Asset Allocation Colorful Pie Chart broken down to sub asset classes (Hedge Funds 10 – Volatility 5, Merger 3, Macro 2)
Page 1: Traditional Assets (yes, can use as much as you wish)
Page 2: Ten (10 year) generalized forecast of equities, fixed income, inflation, GDP, dollar, oil, etc and approximate risk / return objectives
Page 3: Non-negotiable Sub Asset Class with Explanation
Pages 4 – 8: Board of Trustee Level Explanation of Portfolio Asset Classes and Sub Asset Classes – Why, Why, Why, and Why (should link to Page 2)
Page 9: Risks to Portfolio Structure
Page 10: Biggest Single Take Away from AA Class

Asset Allocation Article sent to me by CAIA:

https://www.institutionalinvestor.com/article/b1x9bqn4yhwb3s/For-40-Years-Allocators-Didn-t-Need-Alternatives-to-Succeed-That-Era-Is-Over