For most investors, diversifying via uncorrelated - or less correlated - sources of performances is key to medium / long term investment success, while efficient asset allocation becomes even more relevant in the current regime of low yields and lower returns.
Whilst asset allocation relies primarily on Strategic Asset Allocation (SAA) - which defines a portfolio’s neutral allocation, i.e. its long term exposures - and has many forms (Risk parity, constant mix or absolute return allocations for instance), we at Generali Investments have decided to focus on generating income for our investors - in addition to capital growth - through a risk managed multi-asset approach.
Read the complete white paper at the link beneath Related Files
