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Asset Allocation

How we build investment portfolios for clients

21 January 2021

2 minute read

Asset Allocation is the mix of assets that an investment portfolio will hold.

Every investor has an asset allocation, whether they think in those terms or not. So the question isn’t whether to have an asset allocation or not, but rather if an investor’s asset allocation is in line with their investment goals.

Over the long-term, an investor’s strategic asset allocation (SAA) will be the dominant driver of their investment portfolio risk and return. Other investment decisions, such as choosing which funds to invest in, are no doubt important, but ultimately it is an investor’s asset allocation that will shape their investment journey. Therefore, a robust, diversified asset allocation is imperative for achieving investment goals.

Here, we provide a primer on how Barclays sets the SAA for client portfolios, and discuss the newest improvements made to the SAA process this year.

Read our SAA White Paper [PDF, 5.2MB]

Things to consider

The value of investments can fall as well as rise. You may get back less than what you originally invested.

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