asset allocation Archives - Page 2 of 2

Measuring your current asset allocation

April 12, 2011

asset allocation, financial freedom, financial independence, investment, investment strategy, lifetime investment wealth, net investment wealth, net worth

You need to know your current asset allocation In our last article, “Choosing your target asset allocation”, we discussed the key determinants of the choice of your target asset allocation.…

Choosing your target asset allocation

March 22, 2011

asset allocation, investment, investment strategy, need for risk, risk attitude, risk capacity, risk exposure

The determinants of your asset allocation choice In our previous article, “Understanding asset allocation”, we focused on the questions “What is asset allocation?” and “Why is it important?”. In this…

Understanding asset allocation

March 8, 2011

asset allocation, defensive assets, growth assets, investment, investment risk, investment strategy, risk and return, Volatility

Asset allocation: a measure of your investment risk Our objective is to help clients become financially well organised and make smart financial choices so they have the best chance of…

International shares: To hedge or not to hedge?

October 26, 2009

asset allocation, currency hedging, diversification, diversified portfolio, exchange rate risk, International shares, risk reduction

Strong Aussie dollar wipes out international share gains … In our recent article, “Should you hold international shares in your investment portfolio?”, we argued that there are diversification or risk…

Should cash distributions drive investment decisions?

April 23, 2009

asset allocation, cash distributions, credit quality, defensive assets, fixed interest investments, growth assets, investment, listed property trusts, portfolio construction, smart decisions, wealth advice, wealth management

Money to live … It is not at all uncommon for those in retirement and near retirement to be concerned about the amount of cash distributions their investment portfolio is…