New article from Acclimetry “The Role of Alternatives: Incorporating Private Equity & Real Assets into Strategic Allocation.” Key points:

• Illiquidity premium ≠ risk you can’t manage; it’s return you can earn with discipline.
• Infrastructure & RE offer real-return buffers against inflation.
• Diversification benefits kick in precisely when 60/40 correlations spike.

Read the article: https://acclimetry.com/the-role-of-alternatives-incorporating-private-equity-and-real-assets-into-strategic-allocation/

#Finance #PrivateMarkets #RealAssets

Just noticed this setting on Cloudflare 🙃 Probably not great from a sustainability point of view but I can easily see this turning into a popular enabled setting just to spite AI companies... i.e. Let’s see how these bots like an infinite loop instead of my content.

#Cloudflare AI# #Webscraping #AIBOT #AIScraping

🎯 Strategic Asset Allocation (SAA) = set long-term target weights and stick to them. It drives most portfolio outcomes, yet many still chase noise.

Key steps:
— map goals & risk capacity
— diversify across uncorrelated assets
— rebalance on schedule or % bands

Full 101 + sample models 👉 https://acclimetry.com/strategic-asset-allocation-101-building-a-long-term-portfolio-strategy/

#Investing #AssetAllocation #Finance

One of the challenges Acclimetry is working towards solving is the persistent and often costly disconnect that frequently emerges between the formally documented Investment Policy Statement, the strategic blueprint for managing assets, and the day-to-day execution of investment strategies. This gap between policy and practice is not merely an administrative inconvenience; it represents a significant source of risk.

#InvestmentPolicyStatement #IPS #portfoliomanagement

https://fore.li/CRAuUjl

Balancing Long-Term Strategy and Short-Term Opportunities... Wrote an intro in the Acclimetry journal on how to think about Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA).

#TAA #SAA #StrategicAssetAllocation #TacticalAssetAllocation #AssetAllocation

https://fore.li/e2WTloE

Starting a series of articles for WTPDataLab covering... you guessed it... why you need WTPDataLab. First in the series is a high-level overview of the Dutch Future of Pension Act (WTP).

WTPDataLab is a tool that enables analysts to efficiently construct, validate, and visualise regulatory-compliant files for data exchange.

#pensions #WetToekomstPensioen #DutchFutureofPensionAct #DutchPensions

https://fore.li/overviewToWTP

We're aiming to launch v1 of Acclimetry in about 3 months. We've narrowed down the focus to "just" investment policy and asset allocation... If you currently share Asset Allocations or Investment Policy Statements with clients using spreadsheets I'd love to have a chat!

#FinTech #InvestmentManagement #AssetAllocation hashtag#SAA #TAA #InvestmentPolicyStatement

https://acclimetry.com/

Strategic Asset allocation (SAA) and Tactical Asset Allocation (TAA) offer distinct yet valuable frameworks for managing investment portfolios. Wrote an overview to explain what they're used for...

#SAA #TAA #StrategicAssetAllocation #TacticalAssetAllocation

https://acclimetry.com/strategic-vs-tactical-asset-allocation-balancing-long-term-strategy-and-short-term-opportunities/

Homepage for new project is now live... just started work on building a multi-asset portfolio analysis platform. Aiming to get a proof of concept/minimum viable product for this out in about 3 months, which includes SAA and TAA management. Will start posting updates on what we're building on a regular basis... calling the platform Acclimetry (... acclimate + telemetry)...

#portfolio #portfoliomanagement #multiasset #multiassetportfolio

https://acclimetry.com/