Talk:Asset allocation

message: I will like to start up a new article titled Asset class, it would be an extension of the Examples of asset classes section of this article, please comment
Trade2tradewell 14:16, 9 April 2006 (UTC)
replies: text: Agreed. The current article is too long and it is a good idea to split the article. --Siva1979Talk to me 14:20, 9 April 2006 (UTC)

text: We could just wiki-link to Asset class, or have a main-article link to it at the right place. MegaHasher 05:47, 27 August 2007 (UTC)

text: There are no definitive lists of asset classes. Even the published ones are for tradable, liquid, assets, such as Morningstar’s Category Classifications. The asset classes listed in this article are just a sampling of typical classes, leaving out more exotic ones such as depletable or intangible assets. If asset classes are to be separated from this article, it should be as a list, not an article. I wondered whether foreign currency should be lumped up with cash, as that is what it actually is, and whether “infrastructure” really belonged among the tangible assets in the middle of the list or would be better considered a sector specific equity category.BigEars42 (talk) 15:17, 4 July 2011 (UTC)
thread_title: New Page = 'asset class'

message: The existing article confuses these two concepts and inter-twines the explainations and research.24.82.185.61 18:04, 25 August 2007 (UTC)
replies: text: The history of the research on Asset Allocation closely follows the line that brings out the value of the passive investment style. In fact Asset Allocation was justified of its existence by showing it is as good as active managements. You could trace Modern Portfolio Theory has having its root in Asset Allocation research. MegaHasher 05:47, 27 August 2007 (UTC)
thread_title: Asset Allocation vs Active/Passive Management

message: The missing third Reference can be found here: http://dx.doi.org/10.3905/joi.2000.319394.
I tried to edit it, but I have no idea how to do it.  —Preceding unsigned comment added by 178.114.180.53 (talk) 07:32, 9 August 2010 (UTC)
replies: text: Ok, I added the missing reference. Charybdisz (talk) 16:31, 25 August 2010 (UTC)
thread_title: Missing Reference

message: Asset Allocation is the product of an examination of an investor's needs and objectives.  Asset allocation, done well, is a plan to invest in assets or asset classes which will best meet the needs and objectives of the investor.  Investors seeking high returns and willing to expose their investments to an elevated amount of risk will allocate to equity(ownership) investments.  Investors seeking stability and income will allocate to debt investments.  Most investors, particularly personal investors, will find a mixtures of equity and debt investments most nearly meets their needs.  
Asset Allocation can be practised by optimization techniques, minimizing risk for a given level of return or maximising return for a given level of risk.  It also can be accomplished as goal based investing.  Bsullivan24 (talk) 02:30, 26 October 2010 (UTC)
thread_title:  Asset Allocation versus Objective Setting 

message: This section at the bottom of the article appears to be a WP:HOWTO section and the material on projected returns is unsourced, making it potential original research WP:OR.  Having a footnote saying that the projected returns may vary etc., may be appropriate for an investment company but I'm not sure its appropriate for an encyclopedia.  Thoughts anyone? -- — Keithbob • Talk •  12:55, 27 June 2011 (UTC)
thread_title: Returns Vs. Risk Trade Off section

message: Dr. Guidolin has reviewed this Wikipedia page, and provided us with the following comments to improve its quality:
We hope Wikipedians on this talk page can take advantage of these comments and improve the quality of the article accordingly.
We believe Dr. Guidolin has expertise on the topic of this article, since he has published relevant scholarly research:
*Reference : Fugazza, Carolina, Massimo Guidolin, and Giovanna Nicodano. "Diversifying in public real estate: The ex-post performance." Journal of Asset Management 8.6 (2008): 361-373.
ExpertIdeasBot (talk) 18:47, 26 July 2016 (UTC)
thread_title:  Dr. Guidolin's comment on this article 

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thread_title:  External links modified 

message: It seems strange that this article says nothing about what is by far the most common personal asset allocation strategy, namely "age in bonds". In fact, the next two most popular personal asset allocation strategies are "age minus 10 in bonds", and "age minus 20 in bonds". It is truly odd that this article says nothing about this. --Westwind273 (talk) 21:53, 17 January 2017 (UTC)
thread_title:  Age in Bonds 

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thread_title:  External links modified