by Vidya Kumar | Jun 18, 2015 | asset allocation, Smitha Hari
Executive Summary: The Efficient Frontier Theory was explained by Harry Markowitz and others in 1952 as a part of the Modern Portfolio Theory. According to the concept of the Efficient Frontier, there is a set of optimal portfolios which give the highest expected...
by Vidya Kumar | May 29, 2015 | asset allocation, Smitha Hari
Asset allocation plays an important role in balancing risk and return preferences of an investor. A study by Ibbotson and Kaplan revealed that asset allocation explains 90% of the variability of a fund’s returns over time and 40% of the variation of returns...
by Vidya Kumar | Sep 23, 2014 | asset allocation, Smitha Hari
Executive Summary: Asset Allocation refers to apportionment of assets to different asset classes based on individual preferences, goals and risk profile. Based on the principle of diversification, asset allocation helps in limiting risks and reducing volatilities of...
by Vidya Kumar | Feb 8, 2013 | asset allocation, personal finance, Vidya Kumar
Diversify your investments….John Templeton The basic premise of asset allocation is that different assets give different returns in different economic scenarios. Instead of putting all your eggs in one basket, you should diversify your investments so that you...
Recent Comments