Posted by: Labdhi Mehta on Jun 12, 2017, 06.30 AM IST
1. SAA is a portfolio building method which is completely aligned to investor objectives (return) and constraints (risk). 2. SAA involves detailed assessment of an investor's goals and their preferences toward risk through discussions and questionnaires. 3. It is usually implemented by determining the risk and return profile of the investor and assigning a model portfolio that reflects their preferences. 4. SAA involves periodic rebalancing resulting either from the shift in allocations due to performance of asset classes over time or change in investor needs leading to changes in desired allocation. 5. Asset class selection does not take into account any positive or negative views of asset class performance in the near future. (The content on this page is courtesy Centre for Investment Education and Learning (CIEL). Contributions by Girija Gadre, Arti Bhargava and Labdhi Mehta) This article appeared in Economic Times dated Jun 12, 2017, 06.30 AM IST
Get the training you need to work in the Banking and Capital Markets industry through this intensive course
This NISM preparatory training is designed to help students whowant to take the securities and operation ex
Get a complete understanding of debt instruments in India. This course is ideal for professionals who want
More people in India are investing in equities and shares creating a need for more skilled equity managers
Structured products are used to introduce tailor-made investment options in the world of finance. Our cours
What factors affect the debt market? Learn all about debt market indicators to understand the world o
Need help to understand the bond market? This bond valuation course simplifies debt bonds, bond yield
Poor credit ratings indicate risky investment opportunities. Learn about the concept of credit rating, its
Learn the different principles of equity valuation along with their real world applications.
Reinforce your stock market basics by learning about equity market indicators through our online course.
Understand the structure of debt capital markets and the structure of its primary and secondary markets.
Learn to invest based on investment goals and objectives through our Intermediate course on Mutual funds.
Learn advanced methods of fundamental and technical analyses of financial statements in capital markets.
People in India are increasingly knowledgeable about the investment options available to them. Mutual Funds
Become a mutual fund investment advisor. This course will teach you the basics of mutual fund investment th
This NISM modules preparation training is designed to help students who want to take the NISM examinations
Acquire the ability to provide complete financial solutions to investors using mutual funds through underst
Learn to evaluate a portfolio thoroughly through our advanced level course on portfolio evaluation!
Learn about the different types of equity funds and their positioning through ourintermediate level course.
Learn about the types of debt funds and their positioning through our intermediate level online course.
Learn how to choose and understand mutual funds products with our online course on mutual fund positioning.
Learn to market debt funds and how to calculate their risks and returns through our advance level course.
Learn to choose the right category mutual funds based on your clients' risk profile and financial needs.
Learn how to invest in liquid funds for treasury management through our advanced online course. Enrol now!<
Master the basics of option trading strategies and learn how to balance profits, risks and returns us
Delve into the nuances of equity trading strategies. Hone your skills to gain maximum rewards through this
Understand the consumer redressal procedures used by broking houses, their clearance and settlement process
Get started with the basics! Learn how trading and DEMAT accounts are different along with their opening an
Get the tools and knowledge you need to understand derivative products. Learn about the pricing of differen
Margin trading and lending is a high risk and return strategy. Learn how it works from our online course.
Learn how to open and operate DEMAT accounts through our beginner level online course.
Learn the concepts of equity trading and trading strategies through our beginner level online course.
Gain a thorough understanding of the best options trading strategies through our advanced online course.
Understand the IPO funding process in India and their benefits to investors through our intermediate course
Learn about IPO, ESOP financing structures along with loans against securities through our online course.