Strategic-A Educational Series
Can private investors achieve returns similar to the most respected and experienced long-term investors? The answer is yes. It’s all about strategic asset allocation.
What is it? How does it help? Our Strategic Asset Allocation Educational Series answer many of the questions that you might have about using strategic asset allocation to achieve your investment objectives.
Expected Risk & Return of Various Asset Classes (5-10 Years Investment Horizon)
What is the most important determinant of portfolio return?
Source: «Strategic Asset Allocation and Other Determinants of Portfolio Returns» - Étude Hoernemann, Junkans & Zarate, 2005.
Strategy asset allocation of Harvard and Yale endowment funds
Source: Harvard Management Company, Yale University, BNP Paribas Wealth Management
Sovereign wealth fund’s strategic asset allocation
Source: Nbim.no, china-inv.cn, BNP Paribas Wealth Management Note: Norway’s asset allocation as of 31 Mar 2019, CIC’s asset allocation as of 31 Dec 2017
Three illustrative examples of strategic asset allocation with a 4%, 5% and 6% expected return target
Source: BNP Paribas strategic-A model