Asset Allocation

Asset Management

• Observations

• Asset Allocation

Articles: 1-10 / 11

Page

of 2

Performance of a 60:40 Portfolio in the UK in the 1970s

Chart Excerpt

Henry Maxey, Chief Investment Officer

Ruffer, Dismantling the deflation machine, The Ruffer Review 2020

Thinking Ahead Institute research and secondary sources

Willis Towers Watson, Global Pension Assets Study 2020

Aggregate P7 asset allocation from 1999 to 2019

Thinking Ahead Institute research and secondary sources

Willis Towers Watson, Global Pension Assets Study 2020

Domestic equity over total equity exposure

Thinking Ahead Institute research and secondary sources

Willis Towers Watson, Global Pension Assets Study 2020

Thinking Ahead Institute research and secondary sources

Willis Towers Watson, Global Pension Assets Study 2020

The Evolution of Swiss Institutional Investor Portfolios

1920 - 2017

Corestone Investment Managers, 2018

View Item Download Item

"All of the wealth creation can be attributed to the thousand top-performing stocks, while the remaining 96 percent of stocks collectively matched one-month T-bills."

Prof. Hendrik Bessembinder, Francis J. and Mary B. Labriola

Arizona State University, W. P. Carey School of Business, May 2018

Balanced Portfolio Strategies since 1986

1986 to June 2016

Lipper

From 24% in North America to 40% in the Middle East

Source: The Wealth Report 2015, Knight Frank

Balanced Portfolio Strategies since 2000

Lipper

Articles: 1-10 / 11

Page

of 2