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Asset allocation


Everybody has their own approach to investing. But there's one thing that all investor should have in common: when defining their asset allocation, they should ensure they identify their individual preferences and needs.

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Getting your asset allocation right is fundamental, because that’s what is responsible for around 80% of portfolio returns. Read our articles to learn about the basics of asset allocation and how to determine a suitable portfolio structure based on the following four simple steps.

  • Identify your financial needs.
  • Determine your investor profile.
  • Pick a suitable investment strategy.
  • Decide whether you would like to be involved in or delegate day-to-day investment decisions.