Morningstar Guide to Asset Allocation

Asset allocation is the process of combining different classes within an overall portfolio with the aim of meeting an investor’s specific goals, whatever they may be. This guide sets out the fundamentals of asset allocation to support investment fundamentals in fund selection by professional investors.

In this report, you will learn about:
  • Why Asset Allocation Matters - Approaches to Asset Allocation
  • What a great Portfolio looks like
  • A Portfolio Checklist
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