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Asset Allocation

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Pension Funds Asset Allocation 2020

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

Aggregate P7 asset allocation from 2000 to 2020

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

Domestic equity over total equity exposure

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

Domestic bonds over total bond exposure

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

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

Do stocks outperform Treasury bills?

"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

Allocation to property in UHNWI investment portfolios

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

Source: The Wealth Report 2015, Knight Frank
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