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allocation framework

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How To Incorporate Hedge Funds And Active Portfolio Management Into An Asset Allocation Framework
Hedge funds and other actively managed strategies contain two fundamental sources of risk: Systematic risk, and Active risk. The conventional asset allocation approach employed by most plan sponsors and consultants fails to integrate these two sources of risk. This can lead to the formation of inefficient portfolios. In this article,...
Tags: Asset, Exposure, Hedge Fund, Allocation, Portfolio Management, Asset Allocation, Allocation Framework, Asset Management, Operational Planning, Business Operations
White papers 2002-06-01

Additional Resources

Caspian offers resolution to net neutrality debate with fair use policy framework; Industry's first equitable strategy for bandwidth allocation and revenue distribution.
M2 PRESSWIRE-11 April 2006-Caspian: Caspian offers resolution to net neutrality debate with fair use policy framework; Industry's first equitable strategy for bandwidth allocation and revenue distributionC1994-2006 M2 COMMUNICATIONS LTD RDATE:10042006 SAN JOSE, Calif. - Caspian, the leading provider of multimedia ...
Tags: allocation, bandwidth, Company, FCC, Government, IP, MPLS, multimedia, network, NETWORKING, revenue, strategy
Research articles 2006-04-11
Tactical Asset Allocation: An Alternative Definition
The intention of this note is to emphasize the difficulties when an investor applies a myopic optimization framework in a stochastic and dynamic market environment. Moreover, to define tactical asset allocation, it does not simplify the strategic optimization problem along the time dimension. Instead, to contrast strategic asset allocation with...
Tags: Asset, Asset Allocation, University Of St. Gallen, Asset Management, Operational Planning, Business Operations
White papers 2004-03-16
The Economics of Capital Allocation
On the surface, capital allocation sounds contradictory to the stated purpose of insurance, which is diversifying risk. In spite of that, it is commonly used as a tool by insurers to manage their underwriting risk. This paper examines the economics underlying how insurers might use capital allocation when capital is...
Tags: Casualty Actuarial Society, Insurance Company, Allocation, Insurance, Business Operations, Corporate Insurance
White papers 2003-04-10
Analyzing and Managing Banking Risk : a Framework for Assessing Corporate Governance and Financial Risk Management
This publication aims to complement existing methodologies by establishing a comprehensive framework for the assessment of banks, not only by using financial data, but also by considering corporate governance. Following an overview of bank analysis, the importance of banking supervision in the context of corporate governance is discussed. It also...
Tags: Financial, Risk Management, Corporate Governance, Corporate Law, Banking, Financial Planning, Financial Services, Business Operations, Finance
White papers 2003-04-01
Application of the Development Stages of a Cluster Randomized Trial to a Framework for Evaluating Complex Health Interventions
The objective of this white paper is to assess the extent to which the various development steps of a cluster randomized trial to optimize antibiotic use in nursing homes are represented in a recently published framework for the design and evaluation of complex health interventions. A pilot study to assess...
Tags: BioMed Central, Health Care, Framework, Vertical Industries, Healthcare, Benefits, Enterprise Software, Software, Human Resources
White papers 2002-07-11
Reinsurance Applications for the RMK Framework
The work by Ruhm, Mango and Kreps, known as the RMK Framework, has proven to be a great advance in the theory of risk. The RMK Framework is a way of viewing an allocation problem that focuses on the scenarios of greatest concern and the probability that those scenarios take...
Tags: Casualty Actuarial Society, Reinsurance, Allocation, RMK Framework
White papers 2005-04-22
Due Diligence Framework for Government Organization Mergers
The development of a due diligence framework before any merger work is completed is important. A framework will provide guidance to the due diligence team, set priorities, assist in resource allocation, assure the Board and Executive of the receiving organization, and set the tone for developing a transition plan. All...
Tags: Merger, RSK ENSR, Diligence Framework, Mergers & Acquisitions, Investment, Finance
White papers 2005-09-01
Dynamic Asset Allocation Under Inflation
This paper develops a simple framework for analyzing the asset allocation problem of a long-horizon investor when there is inflation and only nominal assets are available for trade. The investor's optimal investment strategy is given in simple closed form using the equivalent martingale method. The investor's hedge demands depend on...
Tags: Asset, Interest Rate, Knowledge@Wharton, Investor, Asset Allocation, Inflation, Calibration Period, Asset Management, Currency & Foreign Exchange, Financial Planning, Financial Services, Operational Planning, Business Operations, Finance
White papers 2000-10-17
Global Tactical Asset Allocation
This article provides a framework for using conditioning information in the process of global asset allocation. There is considerable work documenting predictability of returns using past information variables. Many of these variables are related to the stage of the business cycle, and suggest that much of the predictability in the...
Tags: Asset, Predictability, Duke University, Asset Allocation, Asset Management, Operational Planning, Business Operations
White papers 2001-04-01
Managers Take Your Seats
This article discusses the ways to include hedge funds in risk allocation frameworks. It points the unique problems that occur in various investment styles and goes into detail about how to solve them. It explains the steps involved in risk allocation framework, identifying the risk exposures, optimizing the risk allocation...
Tags: Allocation, Gender And Diversity, Human Resources
White papers 2003-10-02
NMFS will provide interested parties an opportunity to comment on the proposed Sector Operations Plan and Supplemental Environmental Assessment prior to final approval or disapproval of the Sector Operations Plan and allocation of Georges Bank cod total a
NMFS will provide interested parties an opportunity to comment on the proposed Sector Operations Plan and Supplemental Environmental Assessment prior to final approval or disapproval of the Sector Operations Plan and allocation of Georges Bank cod total allowable catch to the Fixed Gear Sector for fishing...
Tags: In The News Inc.
Research articles 2008-03-17
Caspian Offers Resolution to Net Neutrality Debate With Fair Use Policy Framework; Industry's First Equitable Strategy for Bandwidth Allocation and Revenue Distribution
SAN JOSE, Calif. -- Caspian, the leading provider of multimedia traffic management solutions for IP and multi-protocol label switching MPLS networks, today unveiled an open Fair Use Policy Framework in an effort to resolve the many legitimate and contentious issues being raised in the escalating Net Neutrality debate. The Framework...
Tags: allocation, bandwidth, Company, FCC, Government, IP, MPLS, network, NETWORKING, revenue
Research articles 2006-04-10
Dynamic Asset Allocation With Event Risk
The article asserts that major events often trigger abrupt changes in stock prices and volatility. It studies the implications of jumps in prices and volatility on investment strategies. Using the event-risk framework of Duffie, Pan, and Singleton (2000), it provides analytical solutions to the optimal portfolio problem. Event risk dramatically...
Tags: Asset, Volatility, Event, Asset Allocation, Investment, Asset Management, Finance, Operational Planning, Business Operations
White papers 2002-08-01
Merging Asset Allocation And Longevity Insurance: An Optimal Perspective On Payout Annuities
This paper revisits the importance of longevity insurance—while discussing the concerns with a strategy consisting purely of fixed payout annuities—and then addresses the proper asset allocation between conventional financial assets and payout annuity products. Its focus is on maximizing a suitably defined objective function in an intuitive, comprehensible and practical...
Tags: Asset, Annuity, Insurance, Asset Allocation, Asset Management, Investment, Research & Development, Operational Planning, Business Operations, Finance
White papers 2003-06-01
Asset Allocation Strategies: The Next Round
Institutional plan sponsors have traditionally based their overall portfolio allocations on historic assumptions about expected returns for individual asset classes. These assumptions are utilized to allow plan sponsors to create investment portfolios designed to meet certain goals, whether those are ensuring that a corporate pension plan can meet beneficiary payments...
Tags: Asset, Institute For Fiduciary Education, Asset Allocation, Asset Management, Operational Planning, Business Operations
White papers 2003-01-01
Asset Allocation Under Imperfect Information: Closed-Form Consumption and Portfolio Choice Under Incomplete Markets
This paper studies consumption and portfolio choice under incomplete markets and parameter uncertainty. This paper extends the literature on asset allocation by obtaining closed form solutions to the consumption and portfolio problem of an investor with incomplete information about variables, which determine the changes in the investment opportunity set and...
Tags: Asset, Asset Allocation, Consumption, Asset Management, Operational Planning, Business Operations
White papers 2002-03-15
How Do Regimes Affect Asset Allocation?
International equity returns are characterized by episodes of high volatility and unusually high correlations coinciding with bear markets. This article develops models of asset returns that match these patterns and use them in asset allocation. First, the presence of regimes with different correlations and expected returns is difficult to exploit...
Tags: Asset, National Bureau Of Economic Research, Equity, Asset Allocation, Equity Return, Asset Management, Investment, Financial Services, Operational Planning, Business Operations, Finance
White papers 2003-11-01
Digital Technology and the Allocation of Ownership in the Music Industry
This paper analyses the innovation process of music goods from an organizational point of view and the effects of digital technology on the allocation of property rights. The paper applies the property rights theory framework introduced by Grossman-Hart-Moore GHM to the music industry and studies the contractual relationship between artists...
Tags: Allocation, Music, Theory, University Of Bristol
White papers 2004-01-01
Asset Allocation in a Downside Risk Framework
The traditional Markowitz portfolio optimization has two serious drawbacks. First, mean-variance portfolio optimization is inadequate when asset returns are skewed. Second, investor risk aversion is ignored. A more efficient measure of risk that focuses only on the deviation below a pre-specified target rate of return is defined in a generalized...
Tags: Asset, Optimization, Asset Allocation, College Of Business & Economics, Markowitz Portfolio Optimization, Asset Management, Operational Planning, Business Operations
White papers 2003-01-01
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