Asset Allocation - The Stalwart Group, LLC
Private Client - Asset Allocation
Seeking to reduce risk and improve investment performance
Making prudent asset allocation decisions on the structure of your portfolio has a profound influence on portfolio risk and investment results. Asset Allocation is the foundation of solid portfolio construction, which is the key to long-term investment success.
Today, asset allocation decisions must be made in an ever-changing dynamic capital market setting. With more volatility in the markets and increasing globalization of economies, increased regulations and the introduction of new and complicated financial instruments has made designing an asset allocation that aligns with client’s objectives significantly more challenging.
Academic studies have demonstrated that approximately 92% of a portfolio’s relative variations in performance are directly attributed to your asset allocation decisions. In addition, we believe performance is enhanced and risk is mitigated by:
Thoroughly understanding an organizations goals and objectives, risk/return characteristics and constraints
A well-constructed Investment Policy Statement
Using technology to analyze and construct a innovative and dynamic asset allocation strategy
Applying a systemic and comprehensive manager due diligence process
Controlling performance “slippage” through portfolio rebalancing strategies
Utilization of alternative investments, and