Workflow Templates: Asset Allocation Checklist

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Asset Allocation Checklist

Setting Investment Objectives

Determine the client's investment goals and time horizon.

Assess risk tolerance through questionnaires or direct discussions.

Establish target return objectives based on goals and risk tolerance.

Consider tax implications and any legal constraints.

Document and communicate the investment objectives to all stakeholders.

Analyzing Asset Classes

Evaluate historical performance of various asset classes.

Consider economic and market forecasts.

Assess the correlation between different asset classes.

Determine the liquidity needs and asset class liquidity characteristics.

Analyze the risk-return profile of each asset class.

Creating the Asset Allocation Strategy

Select appropriate asset classes for the portfolio.

Determine the percentage allocation for each asset class.

Use optimization models to maximize return for a given level of risk.

Incorporate rebalancing strategies to maintain target allocations.

Develop a monitoring plan to track the performance and adjust as needed.

Implementing the Strategy

Select specific investments within each asset class.

Execute trades in a cost-effective manner.

Ensure compliance with all regulatory requirements.

Set up regular reporting to track performance and adherence to strategy.

Establish a process for ongoing due diligence of the investments.

Review and Adjustment

Periodically review the portfolio against the investment objectives.

Reassess the client's risk tolerance and financial situation.

Adjust the asset allocation based on significant life events or market changes.

Review the performance of individual investments and make necessary changes.

Communicate any changes in strategy or allocation to the client.

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