Portfolio asset allocation

Portfolio asset allocation

The distribution, by type of asset, of a portfolio's holdings.

Portfolio Asset Allocation

An active management strategy for a portfolio with a basic set of securities. The investor changes the securities represented in the portfolio as his/her investment goals change. It is important to note, however, that asset allocation implies diversification to the portfolio. The investor or money manager may use fundamental, technical and/or macroeconomic analysis in determining when and how to change the securities in the portfolio.
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Dr Scacciavillani is the chief strategy officer in the Oman Investment Fund and oversees a multibillion-dollar portfolio asset allocation in international financial markets.
Check with your financial advisor to make sure your portfolio asset allocation is appropriate for you.
If you are uncomfortable with the things that are happening around you that may affect the stock market, or maybe you find the market expensive, or you feel like you're taking on too much risk, it is best to revisit your portfolio asset allocation.
The World Selection Funds offer a diversified mix of asset classes, tactical active management of the portfolio asset allocation and due diligence of participating investment managers, the company said.
Exhibit 2 presents a Global Portfolio Allocation Scoring System (PASS) for determining an appropriate portfolio asset allocation guide for individual investors.