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Asset Allocation

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Pension Funds Asset Allocation 2020

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

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

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

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

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
The Evolution of Swiss Institutional Investor Portfolios

The Evolution of Swiss Institutional Investor Portfolios

1920 - 2017

Corestone Investment Managers, 2018
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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
Balanced Portfolio Strategies since 1986

Balanced Portfolio Strategies since 1986

1986 to June 2016

Lipper

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
Balanced Portfolio Strategies since 2000

Balanced Portfolio Strategies since 2000

Lipper
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