Asset allocation in investment
Skip contents

Contents

  • Introduction
  • Learning outcomes
  • 1 Model portfolios and asset classes
    • 1.2 Investor objectives
  • 2 Risk and return expectations
    • 2.1 Identifying client attitude to risk
  • 3 Pensions at a glance
    • 3.1 Equities in pension funds
  • 4 Choosing asset classes
    • 4.1 Trends in asset classes
    • 4.2 Changing asset allocation over time
    • 4.3 Decline in demand for equities 1
    • 4.4 Decline in demand for equities 2
  • 5 Yale endowment case study
    • 5.1 Yale endowment asset allocation
  • 6 Introduction to investment policy
    • 6.1 The investment process
    • 6.2 Alpha case study
    • 6.3 CalPERS case study
  • 7 Ethics and regulation
    • 7.1 Ethics and regulations
    • 7.2 Investment advice in practice
  • Conclusion
  • Acknowledgements
  • References

ou logoCreative Commons non-commercial share alike icon Except for third party materials and otherwise stated in the acknowledgements section, this content is made available under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 Licence

Please see full copyright statement and terms of use for more details.