Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad

Adaptive Asset Allocation is a no-nonsense how-to guide for dynamic portfolio management. Written by the team behind Gestaltu.com, this book walks you through a uniquely objective and unbiased investment philosophy and provides clear guidelines for execution. From foundational concepts and timing to forecasting and portfolio optimization, this book shares insightful perspective on portfolio adaptation that can improve any investment strategy. Accessible explanations of both classical and contemporary research support the methodologies presented, bolstered by the authors' own capstone case study showing the direct impact of this approach on the individual investor.

Financial advisors are competing in an increasingly commoditized environment, with the added burden of two substantial bear markets in the last 15 years. This book presents a framework that addresses the major challenges both advisors and investors face, emphasizing the importance of an agile, globally-diversified portfolio.

• Drill down to the most important concepts in wealth management
• Optimize portfolio performance with careful timing of savings and withdrawals
• Forecast returns 80% more accurately than assuming long-term averages
• Adopt an investment framework for stability, growth, and maximum income

An optimized portfolio must be structured in a way that allows quick response to changes in asset class risks and relationships, and the flexibility to continually adapt to market changes. To execute such an ambitious strategy, it is essential to have a strong grasp of foundational wealth management concepts, a reliable system of forecasting, and a clear understanding of the merits of individual investment methods. Adaptive Asset Allocation provides critical background information alongside a streamlined framework for improving portfolio performance.

Avainsanat: Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times—and Bad; Adam Butler; Michael Philbrick; Rodrigo Gordillo; ReSolve Asset Management; Gestaltu.com; advanced asset allocation; global asset allocation; portfolio management; wealth management; asset allocation how-to guide; asset allocation methods; investment framework; asset allocation research; asset allocation strategies; balanced asset allocation; agile portfolio; dynamic portfolio; responsive portfolio; valuation vs returns; equity returns forecasting; forecasting model; volatility estimation; wealth management fundamentals