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Asset Allocation

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Asset allocation is the rigorous implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame.

An asset class is a group of securities that exhibits similar characteristics, behaves similarly in the marketplace and is subject to the same laws and regulations.

The three main asset classes - equities, fixed-income, and cash and equivalents /money market instruments- have different levels of risk and return, so each will behave differently over time.

Essentially, asset allocation is an organized and effective method of diversification.

The primary goal of a strategic asset allocation is to create an asset mix that seeks to provide the optimal balance between expected risk and return for a long-term investment horizon.

There is no simple formula that can find the right asset allocation for every individual. However, the consensus is that asset allocation is one of the most important decisions that investors make. In other words, the selection of individual securities is secondary to the way that assets are allocated in stocks, bonds, and cash and equivalents, which will be the principal determinants of your investment results.

At SAS Investments, our first step is to develop a holistic financial plan for our client to achieve his financial goals. Investors may use different asset allocations for different objectives.

Constant monitoring is done to factor in any adjustments and changes in goals that could take place in the client’s life at any time and revamp the portfolio by making strategic changes in his asset allocation and rebalancing the portfolio accordingly.

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Thane West, Thane, Maharashtra 400604

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E-mail: info@sasinvestments.in

      

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