Hi Betseat-Getachew, the silence is deafening, sorry about that.... Any of the threads below helpful?

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  • AMA: Endowments, Foundations, & Asset Allocators of the industry I'm just going to open it up to a general AMA. The E&F (and asset allocators ... It's about time I do another post on here and rather than go into detail on a specific aspect ... in general) industry is sort of a black box. Most people don't know a ton about the industry and ...
  • How to learn more about various hedge fund strategies in depth? To those who are in the industry, how did you learn more about it when you were breaking in? ... distressed debt, cap structure arbitrage etc. Good insight on asset allocation more generally would also be ...
  • The 24 Interview Lessons I Learned on the Way to Getting My First Full Time Job for a second interview, remember to learn more about the skill as part of your preparation. 18. Have ... Hello all, I was suddenly grabbed by an idea to write down the lessons I learned from the ten ... about yourself" question Anticipate: prepare and rehearse the bare bones of your story; I used the ...
  • Sophomore Asset Management Internship- What Should I Be Learning? teaching me a lot about asset allocation and the overall inner workings of the market. He is very ... centered towards modeling and excel? Or should I just continue learning as much as I can about asset ... Asset Management firm. I'm working directly underneath an advisor/portfolio manager and he is ...
  • AMA: Hedge Fund Allocator at a $2B+ E&F ask an E&F allocator? Willing to offer candid thoughts on any and all questions, from the ... years in the industry, touching every asset class from global equities to private E&P to drug ...
  • If You Want to Learn How to Get a Job on the Street, Read my Story the whole student-athlete thing for the first year or two, and had nothing to call home about GPA ... company. I sent out applications to all of the Bulge Bracket Banks, and all of the big time Asset Managers. ... I created an excel spreadsheet and made a list of 400+ banks, asset managers, and hedge funds (All ...
  • More suggestions...

Calling relevant professionals! caenwee westwood Going Concern

Fingers crossed that one of those helps you.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

If I understand it correctly - how to allocate positions (assets) within a portfolio? If it’s allocations between sectors my comments below can work. Asset allocation is a fairly broad concept.

If it’s related to positions within a portfolio:

Unfortunately the answer is anything but straightforward since allocation decisions will depending heavily on the portfolio / fund and it’s investment process, universe and potentially benchmark.

More of an art then a science for most managers I suspect, where you need to balance conviction against liquidity concerns.

There are books out there about portfolio management. Try the local library. I found “Managing Equity Portfolios” by Ervolini an interesting read. It is more about performance and process but has some commentary on allocation decisions. Albeit slim.

 

This is something that has come across my desk before but I’ve never had time to read it. The Theory and Practice of Investment Management: Asset Allocation, Valuation, Portfolio Construction, and Strategies It might be available at a library or business library if you are a student. Could be a little too detailed for what you are looking for.

 

He has generated strong risk adjusted returns for 20+ years. The pioneering element of the title reflects his beliefs on asset allocation, which include (among many other things) an equity bias and significant exposure to alternatives. Many endowments, foundations, family offices, advisors, etc. have successfully or unsuccessfully attempted to follow his approach. If a fund manager is lucky enough to get a commitment from Yale, they'll have zero trouble raising their fund.

 

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