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The Investment Assets Handbook: A definitive practical guide to asset classes by Yoram Lustig

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Introduction

Traditional assets are long-established investments, including equities (stocks), fixed income (bonds) and cash. Old-fashioned balanced funds mainly invest in these traditional assets, while modern multi-asset portfolios go beyond traditional assets and add alternative investments (e.g. real estate, hedge funds, private equity and commodities). Yet, traditional assets still commonly make up the core exposure of modern portfolios.

Traditional assets are relatively easy to model for strategic asset allocation and they are the most readily accessible assets. These assets are represented by established, published and typically investable indices, such as the S&P 500, MSCI World and FTSE 100 indices for equities, Barclays, FTSE and ...

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