Strategic and tactical asset allocation

Nobody traded and the mix changed anyway. Every movement in a set of weights is one of three things: a rule firing, a decision somebody took and wrote down, or drift nobody chose. This course teaches you to turn a proposed mix into a policy that can tell them apart.

~~₹499~~/- ₹0

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Six things you will be able to do

10 units, 60 minutes. Every one of them ends with something you can do.

01 Know what a strategic allocation is made ofThe parts of a long term mix, and what makes it a policy rather than a page of numbers.

02 Set bands with a reasonAt least one band edge derived from a stated constraint rather than from habit.

03 Write a rebalancing rule that firesA check frequency, a trigger and an action, so the rule governs rather than describes.

04 Define a tilt in four partsA maximum deviation, a maximum duration, and the four things the memo must contain.

05 Find where the lever really isWeight times duration, and why the number you moved is not always the exposure you changed.

06 Classify four changesRebalance, documented tilt or undecided drift, each named with the document it belongs in.

What changes after this course

You stop holding a mix as a page of numbers and start running it as a policy, where every change is a rebalance, a documented tilt, or drift you can name.

An allocation policy with bands, a firing rule and a tilt limit

At least one band edge derived from a constraint rather than convention

Four changes classified, each traced to the document it should have appeared in