Publication date:
October, 2015
Developing an asset allocation strategy that considers liquidity needs, time horizon, and comfort levels with risk is a critical first step in building an investment strategy. Beginning with a Foundation’s spending
policy, asset allocation modeling is both art and science and is a tool for Boards and Investment Committees to reach consensus on a long-term strategy. There are no cookie cutter approaches as every
organization is unique in their goals and risk taking abilities. Attendees will:
- explore the methodology for developing an asset allocation strategy that reflects your organization’s goals and strategy
- learn the interrelationship between spending policy and its key role in driving the asset
- allocation process
Presenter: Norman Nabhan, Managing Director, Graystone Consulting, Houston, TX
| Attachment | Size |
|---|---|
 Asset Allocation_Graystone.pdf | 1.34 MB |