American University Business Assets Allocation Question
Description
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:
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