525 what is strategic asset allocation (SAA)? Podcast Por  arte de portada

525 what is strategic asset allocation (SAA)?

525 what is strategic asset allocation (SAA)?

Escúchala gratis

Ver detalles del espectáculo

Acerca de esta escucha

In today's episode Dev explains the concept of strategic asset allocation and touches on:


👉🏾 what it is

👉🏿 the 4 main asset classes

👉🏻 target allocation factors

👉 risk tolerance

👉🏼 investment horizon

👉🏽 return objectives and expectations


Related episodes 🎧 440 sequence of returns risk & how it affects your retirement: Apple | Spotify


We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.

Hosted on Acast. See acast.com/privacy for more information.

Todavía no hay opiniones