Asset Mix Process
On a regular basis, the
Broadly, the relative influence of the factors surveyed in determining asset mix policy can be categorized as follows:
Fundamental Factors and Conditions
COMPONENTS OF GLOBAL ASSET SELECTION MODEL
The following seven categories of factors are considered in determining the relative attractiveness of the three main financial asset classes. The Asset Mix Score Sheet portrays this grading exercise. Ratings are weighted and summed to indicate the relative attractiveness of an individual asset class. A high relative rating will recommend a portfolio weighting for that particular asset class towards the higher end of its allowed range (see
All of the following categories have separate defined methodologies and approaches.