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ASSET

ALLOCATION. ASSET. What is Asset Allocation?. Different Asset Classes. Factors influencing Asset Allocation. 1. Time Horizon 2. Risk Tolerance 3. Currency Risk 4. Correlation. Why Asset Allocation?.

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ASSET

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  1. ALLOCATION ASSET

  2. What is Asset Allocation?

  3. Different Asset Classes

  4. Factors influencing Asset Allocation 1. Time Horizon 2. Risk Tolerance 3. Currency Risk 4. Correlation

  5. Why Asset Allocation?

  6. RIsk–ReturnTradeoff

  7. Risk-Return Trade Off

  8. Eeny, Meeny, Miney, Mo… Deciding What's Right! • As each Asset Class has varying levels of return for: • A certain risk, • Your risk tolerance, • Investment objectives, • Time horizon and • Available capital • Two important questions: • which asset? • how much of it?

  9. Different Model Portfolio’s range from conservative to aggressive

  10. Different Model Portfolios

  11. Rebalancing

  12. Asset Allocation for Kumar and Vivek (Allocation is a percentage of Kumar and Vivek's portfolios)

  13. Conclusion

  14. Credits Hiren Bhatt 08 DevansheeSanghavi 43 Sagar Shah 48 Samkit Shah 49

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