An Asset Allocation Primer

Jacobsen, Brian

doi:10.2139/ssrn.1538035

Abstract

References (30)

Download This Paper | Share | Email |Add to Briefcase | Purchase Bound Hard Copy

An Asset Allocation Primer

Brian Jacobsen

Wells Fargo Funds Management

February 8, 2010

Abstract:
This paper serves as a general guide to asset allocation. It answers the following questions: (1) What is asset allocation? (2) What are asset classes? (3) What is a normal allocation? (4) When should an allocation deviate from the norm?

Number of Pages in PDF File: 23

Keywords: asset allocation, strategic asset allocation, tactical allocation, investment management

JEL Classification: C53, G11

working papers series

Download This Paper

Date posted: January 18, 2010 ; Last revised: February 10, 2010

Suggested Citation

Jacobsen, Brian, An Asset Allocation Primer (February 8, 2010). Available at SSRN: http://ssrn.com/abstract=1538035 or http://dx.doi.org/10.2139/ssrn.1538035

Contact Information

Brian Jacobsen (Contact Author)

Wells Fargo Funds Management ( email )

MAC N9882-014
100 Heritage Reserve
Menomonee Falls, WI 53151
United States
414-359-3938 (Phone)
414-359-3535 (Fax)