Investments

Strategic versus Tactical Allocation

Monday 30th of September 2024

The logic surrounding SAA is straightforward; a rigorous observation of an asset class’s historical performance overlaid with some contemporary assumptions about future performance in order to approximate an investment mix that best matches an investor’s return and risk expectations.

But investing isn’t simple and expected returns are an average of historical returns,...

Want to read the full article?
Click the button below to subscribe and will have unlimited access to full article and all other articles on the site.