Definition: The strategic division of an investment portfolio among various asset classes to balance risk and reward according to specific investment goals, risk tolerance, and time horizons, with the overall goal of maximizing returns while managing volatility.
Example: Creating a balanced portfolio for a retirement fund with 60% stocks for growth, 30% bonds for income, and 10% cash for liquidity.
Explore the IVP NAV Solution
The IVP NAV Solution supports virtually any type of asset allocation strategy. It enables real-time NAV finalization for multiple funds with complete traceability for specific NAV components. It centralizes NAV oversight in one intuitive experience with automated exception identification and trend analysis, so asset managers can quickly and easily remediate NAV anomalies at the key component, share class, and security level.
