Beyond Diversification: What Every Investor Needs to Know About Asset Allocation

Asset allocation is the key to investing performance, and this guide provides the knowledge, insights, and approaches to make the best allocation decisions for your goals. It is organized by the three decisive components of a successfully allocated portfolio: return forecasting, risk forecasting, and portfolio construction.

\n Format: Hardback
\n Length: 336 pages
\n Publication date: 29 December 2020
\n Publisher: McGraw-Hill Education
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Asset allocation is the key to investing performance, but no single approach works perfectly. Developing the right balance requires a clear-eyed look at the many models available, various investing methodologies, and your or your clients' level of risk tolerance. This important guide, written by a leading allocation expert from T. Rowe Price, provides the knowledge, insights, and approaches you need to make the best allocation decisions for your goals.

The book is organized by the three decisive components of a successfully allocated portfolio: return forecasting, risk forecasting, and portfolio construction. Return forecasting discusses the desired return investors seek, while risk forecasting covers the level of risk investors are prepared to assume to achieve that return. Portfolio construction calibrates the stock-bond mix that balances the risks and returns.

With examples from T. Rowe Price's asset allocation team showing you how the process works in the real world, Beyond Diversification provides everything you need to find the asset combination that will deliver the results you seek. You'll learn how to choose the right tradeoffs, build the most effective asset allocation combination for your needs, and dramatically increase your odds of success for the long run.

\n Weight: 570g\n
Dimension: 236 x 162 x 31 (mm)\n
ISBN-13: 9781260474879\n \n