Nematrian Reference Library
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Set out below is information (held by the Nematrian website) on the reference you have selected
| Reference | Title | Link |
| Nationwide Financial (2014) | Asset allocation matters | here |
Executive summary
"Asset allocation is critical to matching a portfolio with the return expectations and risk tolerance of an investor.
There are several challenges to implementing a disciplined asset allocation framework, including resistance caused by human nature, the reliance on historical data and expenses associated with rebalancing.
An outcome-oriented focus of a portfolio is a way to address the specific needs and goals of an investor while avoiding some of the challenges of a traditional asset allocation strategy." |
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