Asset allocation is a crucial link in fund investment management. The basic idea is to predict the expected return, standard deviation and covariance between different portfolios, and then get the expected return and standard deviation of the new portfolio that may be composed of these portfolio types. Finally, after these new portfolios produce effective groups, the indifference curve of fund investors is used to decide what kind of asset allocation portfolio should be chosen.
Asset allocation classification
1, divided into global asset allocation, stock and bond asset allocation and industry-style asset allocation;
2. According to the time span and style category, it is divided into strategic asset allocation, tactical asset allocation and mixed asset allocation;
3. According to the characteristics of asset managers and investors, it can be divided into buy-and-hold strategy, constant mixed strategy, portfolio insurance strategy and tactical asset allocation strategy.
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Up to now, the number of middle-class and high-net-worth registered users on Golden Axe Platform has exceeded 800,000, and the cumulative allocation of funds such as Public Offering of Fund, Sunshine Private Equity and Private Equity has exceeded 35 billion. More than 654.38 million families have obtained professional, independent, real-time and efficient one-stop asset allocation advice and fund trading services.