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Multi-Asset Investing: A practical guide to modern portfolio management by Yoram Lustig

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Introduction

Multi-asset investing demands a book. A multi-asset approach can provide diversification benefits, enhance risk-adjusted returns and link portfolios [2] with a wide range of investment objectives. The objectives vary, from generating returns or income, through matching liabilities or saving for retirement, to providing for the family. Multi-asset investing can be a solution for all these diverse investment objectives.

When using a multi-asset approach, investors need to consider their assets, liabilities, return objectives, risk appetite, specific circumstances, geographic location and, in the case of individuals, their investor psychology. These factors, together with the current economic and capital market conditions, allow ...

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