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asset allocation
This term is a technical piece of financial jargon used primarily in investment management and wealth planning. It describes a proactive strategy rather than a static state, emphasizing the deliberate balance between risk tolerance and potential return.
In professional contexts, it is often contrasted with "security selection," where the former refers to the broad categories of investments (e.g., 60% stocks, 40% bonds) and the latter refers to the specific individual assets chosen within those categories.
Meanings
Examples
Proper asset allocation is the most important factor in determining long term returns.
I need to review my asset allocation to make sure I am not too heavily invested in tech stocks.
The advisor suggested a conservative asset allocation given the client's short time horizon.
Maybe I should shift my asset allocation toward bonds now that I am closer to retirement.
The fund manager adjusted the asset allocation to hedge against rising inflation.
Does this asset allocation align with your risk tolerance?
He wondered if his current asset allocation was too aggressive for the current market volatility.
He wondered if his current asset allocation was too aggressive for the current market volatility.
Strategic asset allocation helps investors avoid the temptation to time the market.
Strategic asset allocation helps investors avoid the temptation to time the market.