Asset Allocation Government Investment Advisor Portfolio 
Brown Advisory
SEPTEMBER 6, 2022
Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.
Walkner Condon Financial Advisors
MARCH 15, 2023
These weightings change over time, so the portfolio weights for each security would also have to be shifted. Certain stocks can also be substituted for each other as well, maintaining the target asset allocation but allowing for a stock to have losses recognized for end of the year tax planning.
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James Hendries
NOVEMBER 3, 2022
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non diversified portfolio. Asset allocation does not ensure a profit or protect against a loss. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
ClearMoney
NOVEMBER 4, 2021
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.
ClearMoney
JANUARY 4, 2022
For the year, corporate bonds generally outperformed their government counterparts. The dispersion between the two asset classes was much less pronounced than during the previous year, with global corporate bonds outperforming global Treasury and government-related bonds by 0.82%.3. A Focus on Inflation and Debt.
James Hendries
JULY 13, 2022
Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
James Hendries
NOVEMBER 15, 2022
The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Corporate bonds are considered higher risk than government bonds. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.
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