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Strategic Asset Allocation
A long-term investment strategy that sets target allocations for various asset classes and periodically rebalances the portfolio back to those targets.
What is Strategic Asset Allocation in Family Offices
Strategic Asset Allocation is a long-term investment strategy used by family offices to establish target allocations for various asset classes. This approach involves periodically rebalancing the portfolio to maintain these predetermined targets, aiming to optimize returns while managing risk over time.
Related Terms
Asset Allocation
The process of distributing investments among various asset classes to balance risk and reward according to an individua...
ViewDiversification
Investing in a variety of assets to reduce exposure to any single asset or risk.
ViewInvestment Strategy
A plan that outlines how the family office will invest its assets.
ViewRisk Management
The process of identifying, assessing, and mitigating risks that could affect the family office.
ViewTactical Asset Allocation
An active management portfolio strategy that shifts the percentage of assets held in various categories to take advantag...
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