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Allocatie, risico, governance: hoe substantiële portefeuilles worden ontworpen en bewaakt.

Educatieve referentie: toelichtingen en afwegingen, nooit aanbevelingen. Gekwalificeerde professionals beoordelen wat geschikt is voor een specifieke familie.

Begin hier Asset Allocation

Asset allocation is the decision about how to divide a portfolio among broad categories of investments, such as stocks, bonds, real assets, and cash, and is widely regarded by practitioners as the primary driver of long-run…

8 min leestijd Lees →

Pijler Investment Policy Statements

An investment policy statement (IPS) is a written document that defines why a pool of capital exists, what it is…

01

Allocatie

3 artikelen

Strategic vs. Tactical Allocation Strategic allocation is the long-term policy mix of asset classes a family agrees to hold through market cycles, while tactical allocation refers to… 5min Liquidity Allocation Liquidity allocation is the practice of organizing a family's financial resources into tiers based on when cash is likely to be needed, ranging from… 6min Risk Budgeting Risk budgeting is a framework for managing an investment portfolio by treating risk capacity, not dollars, as the scarce resource to be allocated. Instead… 6min

02

Doelstellingen

2 artikelen

Capital Preservation Capital preservation is the discipline of protecting a portfolio's purchasing power over time: its value after taxes and inflation, not merely its nominal… 6min Growth, Income, and Inflation Assets Growth, income, and inflation protection are the three functional roles that investment assets play in a diversified portfolio, and understanding what… 6min

03

Concepten

2 artikelen

Correlation and Diversification Correlation measures how closely two investments move together, and diversification (spreading capital across assets that don't move in lockstep) is… 6min Rebalancing Rebalancing is the process of periodically returning a portfolio's actual asset mix back to its intended target allocation after market movements have… 6min

04

Governance

3 artikelen

Investment Committees An investment committee is a formal governance body that a family or family office establishes to make, review, and oversee investment decisions according… 6min

Benchmarks and Performance Measurement Benchmarks and performance measurement are the tools families use to determine whether their portfolios, and the managers running them, are actually… 6min Manager Selection and Due Diligence Manager selection and due diligence is the structured process by which families and their advisers evaluate investment managers before committing capital… 6min

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