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Investment Management
Asset Allocation

Asset Allocation is one of the services provided by NBK Banque Privée to its clients.

It is the art of distributing the assets of a portfolio among different broadly defined Asset Classes, be it traditional (Cash, Bonds, Equities) or alternatives (Hedge Funds, Real Estate, Commodities, Private Equity).

Investments are made with a dedicated mix of these Asset Classes in order to achieve specific goals in terms of return, risk and other measurements.

 
 
As such, Asset Allocation is a central concept of wealth management, financial planning and investment management.

The effective Asset Allocation of a portfolio will vary from one client to another since it is highly dependent on:
  • Age of the client or the life cycle in general.
  • Expected return.
  • Risk tolerance.
  • Investment time horizon.
  • Requested liquidity of investments.
  • Other constraints.