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Our latest CIO Special looks at the complex issue of portfolio diversification within a strategic asset allocation (SAA) approach.

 

As the report argues, the aim should be to create portfolios with a reasonable balance of robustness and efficiency. Diversification should help you to do this but getting it right is difficult and should not be seen as a trivial undertaking. You should also be careful not to overestimate what diversification can do. The report therefore considers:

  • Future uncertainty and implications for portfolio performance
  • Diversification in theory: methodology and challenges
  • Diversification in practice and the impact on asset classes

 

To download a PDF of the full report, please click here.

 

In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. 

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