IMAC Lecture - Issues in Asset Allocation

Ron Bird  |  Australian National University & Portfolio Construction Forum

About this Lecture

This lecture instructs IMAC candidates on practical issues in setting a strategic asset allocation for a portfolio including:

  • the importance of the Strategic Asset Allocation;
  • diversifying across industries versus across countries;
  • reasons for and evidence on home country bias in asset allocation;
  • the costs and benefits of home country bias in asset allocation;
  • the impact of tax on decisions about the Strategic Asset Allocation;
  • different perspectives on how to manage currency in a portfolio;
  • re-shaping the return distribution of a portfol...

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