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In this episode Scott Becker discusses the importance of learning to live with your asset allocation.

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research's Christian Mueller-Glissmann, who heads asset allocation research, breaks down what investors should keep in mind when building portfolios in 2023. 

In this episode Scott Becker discusses personal asset allocation for Founders & CEOs of private equity backed companies.

In this episode Scott Becker discusses personal asset allocation for Founders & CEOs of private equity backed companies.

Office of the State Treasurer Asset Allocation Compliance Report, May 30, 2025; asset allocation graph; investments; securities; deposits;

In an effort to preserve the Army s unmatched capabilities in aerial reconnaissance and surveillance (R&S), the Integrated Capabilities Development Team (ICDT) administered a large-scale study during fiscal years 2012 and 2013 to determine in which R&S platforms and sensors the Army should invest. This report describes the Joint Platform Allocation Tool (JPAT), a mixed integer linear program developed as part of this effort. JPAT determines an optimal R&S investment portfolio by evaluating cost, performance, and production timelines of existing and planned assets, as well as these assets ability to perform against a 12-year prioritized mission demand signal. JPAT has informed critical resourcing decisions concerning the Army s long-term investment strategy.

In an effort to preserve the Army s unmatched capabilities in aerial reconnaissance and surveillance (R&S), the Integrated Capabilities Development Team (ICDT) administered a large-scale study during fiscal years 2012 and 2013 to determine in which R&S platforms and sensors the Army should invest. This report describes the Joint Platform Allocation Tool (JPAT), a mixed integer linear program developed as part of this effort. JPAT determines an optimal R&S investment portfolio by evaluating cost, performance, and production timelines of existing and planned assets, as well as these assets ability to perform against a 12-year prioritized mission demand signal. JPAT has informed critical resourcing decisions concerning the Army s long-term investment strategy.

In an effort to preserve the Army s unmatched capabilities in aerial reconnaissance and surveillance (R&S), the Integrated Capabilities Development Team (ICDT) administered a large-scale study during fiscal years 2012 and 2013 to determine in which R&S platforms and sensors the Army should invest. This report describes the Joint Platform Allocation Tool (JPAT), a mixed integer linear program developed as part of this effort. JPAT determines an optimal R&S investment portfolio by evaluating cost, performance, and production timelines of existing and planned assets, as well as these assets ability to perform against a 12-year prioritized mission demand signal. JPAT has informed critical resourcing decisions concerning the Army s long-term investment strategy.

Includes bibliographical references (pages 358-359) and index

"February, 2000."

When the available statistical information is imperfect, it is dangerous to follow standard optimisation procedures to construct an optimal portfolio, which usually leads to a strong concentration of the weights on very few assets. We propose a new way, based on generalised entropies, to ensure a minimal degree of diversification.

When the available statistical information is imperfect, it is dangerous to follow standard optimisation procedures to construct an optimal portfolio, which usually leads to a strong concentration of the weights on very few assets. We propose a new way, based on generalised entropies, to ensure a minimal degree of diversification.

לקחנו את רעיון הפיזור והרחבנו את היריעה לעסוק באלוקציית נכסים בתיק ההשקעות. משקיעים ותיקים ומנוסים, וגם מתחילים לרוב נוטים לשייך הקצאת נכסים בתיק ההשקעות בין שני אפיקים מרכזיים – אג״ח ומניות. אך האם באלוקציית נכסים מודל 2022 החלוקה הזו עדיין רלוונטית לפי המשקלים המסורתיים? והאם האקלים הפיננסי בשווקים מחייב אותנו לאמץ מודל חדשני ונכון יותר?

לקחנו את רעיון הפיזור והרחבנו את היריעה לעסוק באלוקציית נכסים בתיק ההשקעות. משקיעים ותיקים ומנוסים, וגם מתחילים לרוב נוטים לשייך הקצאת נכסים בתיק ההשקעות בין שני אפיקים מרכזיים – אג״ח ומניות. אך האם באלוקציית נכסים מודל 2022 החלוקה הזו עדיין רלוונטית לפי המשקלים המסורתיים? והאם האקלים הפיננסי בשווקים מחייב אותנו לאמץ מודל חדשני ונכון יותר?

Office of the State Treasurer Asset Allocation Compliance Report, February 28, 2023; asset allocation graph; investments; securities; deposits;

In the business of banking, banks do not only invest the received deposits to meet future obligations but also to make a profit. The study investigates the effect of asset allocation on profitability Deposit Money Banks in Nigeria. The study adopted a panel regression model involving five selected commercial banks. The data were obtained from the financial statement and annual reports of the selected banks spanning 2011 to 2015. The explanatory variables of the study are liquid assets, equities, loans, securities. The panel Ordinary Least Square regression was employed for data analyses. The findings have shown that aggregate asset allocation variable significantly explains 54% of changes in bank profits. Further results shows that liquid assets, investments equities have positive but insignificant effect on profitability of Deposit Money Banks in Nigeria; loan extension of the banks have insignificant negative effect on profitability of Deposit Money Banks in Nigeria; whereas investments in security have significant positive effect on the profitability of Deposit Money Banks in Nigeria. The study thus concluded that asset allocation is an important financial management tool to enhancing bank profitability, and that investments in securities are veritable channel for banks to improve profitability in Nigeria. Gloria Obiageli Izundu | Clem Nwakoby | Cyprian Okey Okoro | Udoka Bernard Alajekwu*"Asset Allocation as Determinant of Bank Profitability in Nigeria" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-1 | Issue-5 , August 2017, URL: http://www.ijtsrd.com/papers/ijtsrd2278.pdf Article URL: http://www.ijtsrd.com/economics/finance/2278/asset-allocation-as-determinant-of-bank-profitability-in-nigeria/gloria-obiageli-izundu

In the business of banking, banks do not only invest the received deposits to meet future obligations but also to make a profit. The study investigates the effect of asset allocation on profitability Deposit Money Banks in Nigeria. The study adopted a panel regression model involving five selected commercial banks. The data were obtained from the financial statement and annual reports of the selected banks spanning 2011 to 2015. The explanatory variables of the study are liquid assets, equities, loans, securities. The panel Ordinary Least Square regression was employed for data analyses. The findings have shown that aggregate asset allocation variable significantly explains 54% of changes in bank profits. Further results shows that liquid assets, investments equities have positive but insignificant effect on profitability of Deposit Money Banks in Nigeria; loan extension of the banks have insignificant negative effect on profitability of Deposit Money Banks in Nigeria; whereas investments in security have significant positive effect on the profitability of Deposit Money Banks in Nigeria. The study thus concluded that asset allocation is an important financial management tool to enhancing bank profitability, and that investments in securities are veritable channel for banks to improve profitability in Nigeria. Gloria Obiageli Izundu | Clem Nwakoby | Cyprian Okey Okoro | Udoka Bernard Alajekwu*"Asset Allocation as Determinant of Bank Profitability in Nigeria" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-1 | Issue-5 , August 2017, URL: http://www.ijtsrd.com/papers/ijtsrd2278.pdf Article URL: http://www.ijtsrd.com/economics/finance/2278/asset-allocation-as-determinant-of-bank-profitability-in-nigeria/gloria-obiageli-izundu

As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-chief investment officer of the multi-asset solutions business in Goldman Sachs Asset Management, explain their outlooks for asset classes and portfolio strategies. 

The "Art of Investing" discussion group meets every Monday at Chautauqua Institution during the nine week summer season. Dennis Galucki leads a group discussion as part of the "Buffalo-Chautauqua Idea" sponsored by C-SAAHN, The Center for the Study of Art, Architecture, History & Nature. The group explores the various investment disciplines used by attendees. Attempting to invest in a sustainable world through individual companies is the central theme of the discussions. Four key topics of discussion for individual investors are: 1. "Know thyself" and what risk/reward you want. 2 Develop a strategy, philosophy, asset allocation and disciplines to get what you want. 3 See yourself as a lifelong learner and student of the market. 4 Decide how to measure success and/or failure often - even daily. The 2nd week discussion focused on the discipline of asset allocation.

The "Art of Investing" discussion group meets every Monday at Chautauqua Institution during the nine week summer season. Dennis Galucki leads a group discussion as part of the "Buffalo-Chautauqua Idea" sponsored by C-SAAHN, The Center for the Study of Art, Architecture, History & Nature. The group explores the various investment disciplines used by attendees. Attempting to invest in a sustainable world through individual companies is the central theme of the discussions. Four key topics of discussion for individual investors are: 1. "Know thyself" and what risk/reward you want. 2 Develop a strategy, philosophy, asset allocation and disciplines to get what you want. 3 See yourself as a lifelong learner and student of the market. 4 Decide how to measure success and/or failure often - even daily. The 2nd week discussion focused on the discipline of asset allocation.

The "Art of Investing" discussion group meets every Monday at Chautauqua Institution during the nine week summer season. Dennis Galucki leads a group discussion as part of the "Buffalo-Chautauqua Idea" sponsored by C-SAAHN, The Center for the Study of Art, Architecture, History & Nature. The group explores the various investment disciplines used by attendees. Attempting to invest in a sustainable world through individual companies is the central theme of the discussions. Four key topics of discussion for individual investors are: 1. "Know thyself" and what risk/reward you want. 2 Develop a strategy, philosophy, asset allocation and disciplines to get what you want. 3 See yourself as a lifelong learner and student of the market. 4 Decide how to measure success and/or failure often - even daily. The 2nd week discussion focused on the discipline of asset allocation.

Every rational economic decision maker would prefer to avoid a loss, to have benefits be greater than costs, to reduce risk, and to have investments gain value. Loss aversion refers to the tendency to loathe realizing a loss to the extent that you avoid it even when it is the better choice. How can it be rational for a loss to be the better choice? Say you buy stock for $100 per share. Six months later, the stock price has fallen to $63 per share. You decide not to sell the stock to avoid realizing the loss. If there is another stock with better earnings potential, however, your decision creates an opportunity cost. You pass up the better chance to increase value in the hopes that your original value will be regained. Your opportunity cost likely will be greater than the benefit of holding your stock, but you will do anything to avoid that loss. Loss aversion is an instance where a rational aversion leads you to underestimate a real cost, leading you to choose the lesser alternative. Aim of this paper is to identify the various factors which are affecting to the investment decision and behavioural finance Gobinda Dhamala, Khushboo Sharma, Kunal Jaiswal, Dimple Patel, Pooja Singh and Ritu Sinha 2020. A research study on investors behaviour regarding choice of asset allocation of teaching staff. International Journal on Integrated Education. 3, 3 (Mar. 2020), 126-135. DOI:https://doi.org/10.31149/ijie.v3i3.298 Pdf Url : https://journals.researchparks.org/index.php/IJIE/article/view/298/291 Paper Url : https://journals.researchparks.org/index.php/IJIE/article/view/298

In this episode I speak with Jim Masturzo, Head of Asset Allocation at Research Affiliates. In his role, Jim oversees the research and publication of the firm's capital market assumptions as well as the implementation of those views into a suite of tactical portfolios. We begin our conversation discussing the foundational assumptions behind the capital market assumptions. Like most firms, Research Affiliates takes a long-term view on return and risk. In line with the firm's guiding philosophy, they also introduce long-term mean reversionary effects. Not surprisingly, these assumptions have been relatively bearish on U.S. equity returns for a large part of the last decade, and we discuss how to view the dispersion between these model forecasts and realized results. We then shift our conversation to the application of tactical views. With capital market assumptions serving as the strategic backbone, Jim and his team develop a number of regime-based model portfolios that can be blended to express different tactical views. But the team does not take a purely quantitative approach. Jim proactively acknowledges and seeks out model blindness. Rather than try to force idiosyncratic fixes into the models that might bias results, however, he and his team adopt qualitative trades to adapt the portfolios. From strategic to tactical and quantitative to qualitative, this is a wide ranging conversation all about asset allocation. I hope you enjoy.

This item represents a case in PACER, the U.S. Government's website for federal case data. If you wish to see the entire case, please consult PACER directly.

In this episode I speak with Jim Masturzo, Head of Asset Allocation at Research Affiliates.In his role, Jim oversees the research and publication of the firm's capital market assumptions as well as the implementation of those views into a suite of tactical portfolios.We begin our conversation discussing the foundational assumptions behind the capital market assumptions. Like most firms, Research Affiliates takes a long-term view on return and risk. In line with the firm's guiding philosophy, they also introduce long-term mean reversionary effects.Not surprisingly, these assumptions have been relatively bearish on U.S. equity returns for a large part of the last decade, and we discuss how to view the dispersion between these model forecasts and realized results.We then shift our conversation to the application of tactical views. With capital market assumptions serving as the strategic backbone, Jim and his team develop a number of regime-based model portfolios that can be blended to express different tactical views.But the team does not take a purely quantitative approach. Jim proactively acknowledges and seeks out model blindness. Rather than try to force idiosyncratic fixes into the models that might bias results, however, he and his team adopt qualitative trades to adapt the portfolios.From strategic to tactical and quantitative to qualitative, this is a wide ranging conversation all about asset allocation. I hope you enjoy.

לקחנו את רעיון הפיזור והרחבנו את היריעה לעסוק באלוקציית נכסים בתיק ההשקעות. משקיעים ותיקים ומנוסים, וגם מתחילים לרוב נוטים לשייך הקצאת נכסים בתיק ההשקעות בין שני אפיקים מרכזיים – אג״ח ומניות. אך האם באלוקציית נכסים מודל 2022 החלוקה הזו עדיין רלוונטית לפי המשקלים המסורתיים? והאם האקלים הפיננסי בשווקים מחייב אותנו לאמץ מודל חדשני ונכון יותר?

לקחנו את רעיון הפיזור והרחבנו את היריעה לעסוק באלוקציית נכסים בתיק ההשקעות. משקיעים ותיקים ומנוסים, וגם מתחילים לרוב נוטים לשייך הקצאת נכסים בתיק ההשקעות בין שני אפיקים מרכזיים – אג״ח ומניות. אך האם באלוקציית נכסים מודל 2022 החלוקה הזו עדיין רלוונטית לפי המשקלים המסורתיים? והאם האקלים הפיננסי בשווקים מחייב אותנו לאמץ מודל חדשני ונכון יותר?

Assume (1) asset returns follow a stochastic multi-factor process with time-varying conditional expectations; (2) investments are linear functions of factors. This paper calculates asymptotic joint moments of the logarithm of investor's wealth and the factors. These formulas enable fast computation of a wide range of investment criteria. The results are illustrated by a numerical example that shows that the optimal portfolio rules are sensitive to the specification of the investment criterion.

Assume (1) asset returns follow a stochastic multi-factor process with time-varying conditional expectations; (2) investments are linear functions of factors. This paper calculates asymptotic joint moments of the logarithm of investor's wealth and the factors. These formulas enable fast computation of a wide range of investment criteria. The results are illustrated by a numerical example that shows that the optimal portfolio rules are sensitive to the specification of the investment criterion.

Assume (1) asset returns follow a stochastic multi-factor process with time-varying conditional expectations; (2) investments are linear functions of factors. This paper calculates asymptotic joint moments of the logarithm of investor's wealth and the factors. These formulas enable fast computation of a wide range of investment criteria. The results are illustrated by a numerical example that shows that the optimal portfolio rules are sensitive to the specification of the investment criterion.

Assume (1) asset returns follow a stochastic multi-factor process with time-varying conditional expectations; (2) investments are linear functions of factors. This paper calculates asymptotic joint moments of the logarithm of investor's wealth and the factors. These formulas enable fast computation of a wide range of investment criteria. The results are illustrated by a numerical example that shows that the optimal portfolio rules are sensitive to the specification of the investment criterion.

Assume (1) asset returns follow a stochastic multi-factor process with time-varying conditional expectations; (2) investments are linear functions of factors. This paper calculates asymptotic joint moments of the logarithm of investor's wealth and the factors. These formulas enable fast computation of a wide range of investment criteria. The results are illustrated by a numerical example that shows that the optimal portfolio rules are sensitive to the specification of the investment criterion.

Assume (1) asset returns follow a stochastic multi-factor process with time-varying conditional expectations; (2) investments are linear functions of factors. This paper calculates asymptotic joint moments of the logarithm of investor's wealth and the factors. These formulas enable fast computation of a wide range of investment criteria. The results are illustrated by a numerical example that shows that the optimal portfolio rules are sensitive to the specification of the investment criterion.

Office of the State Treasurer Asset Allocation Compliance Report, June 30, 2025; asset allocation graph; investments; securities; deposits;

Phil Bloyd, President & Founder Revolutionary Financial Group 843-941-7791 http://www.RevolutionaryFinancial.com [email protected] 25 Clarks Summit Dr, Suite F-102, Bluffton, SC Lowcountry Money Talk Hosted by Jessa Jeremiah January-February 2022 WHHI Television: Your Hyperlocal South Carolina Television Station Serving the Lowcountry! Hilton Head Island, SC - Bluffton, SC - Beaufort, SC - Pooler, GA Beaufort County - Jasper County - Hampton County WHHI-TV. Local News. Local Sports. Local Television. Live Local. Spectrum Channel 3 & 1230 - Hargray Channel 8 & 418 843-785-4545 http://www.WHHITV.com http://www.Facebook.com/WHHITV http://www.Twitter.com/WHHITV [email protected] 32 Office Park Rd, Hilton Head Island, SC 29928

Phil Bloyd, President & Founder Revolutionary Financial Group 843-941-7791 http://www.RevolutionaryFinancial.com [email protected] 25 Clarks Summit Dr, Suite F-102, Bluffton, SC Lowcountry Money Talk Hosted by Jessa Jeremiah January-February 2022 WHHI Television: Your Hyperlocal South Carolina Television Station Serving the Lowcountry! Hilton Head Island, SC - Bluffton, SC - Beaufort, SC - Pooler, GA Beaufort County - Jasper County - Hampton County WHHI-TV. Local News. Local Sports. Local Television. Live Local. Spectrum Channel 3 & 1230 - Hargray Channel 8 & 418 843-785-4545 http://www.WHHITV.com http://www.Facebook.com/WHHITV http://www.Twitter.com/WHHITV [email protected] 32 Office Park Rd, Hilton Head Island, SC 29928

Phil Bloyd, President & Founder Revolutionary Financial Group 843-941-7791 http://www.RevolutionaryFinancial.com [email protected] 25 Clarks Summit Dr, Suite F-102, Bluffton, SC Lowcountry Money Talk Hosted by Jessa Jeremiah January-February 2022 WHHI Television: Your Hyperlocal South Carolina Television Station Serving the Lowcountry! Hilton Head Island, SC - Bluffton, SC - Beaufort, SC - Pooler, GA Beaufort County - Jasper County - Hampton County WHHI-TV. Local News. Local Sports. Local Television. Live Local. Spectrum Channel 3 & 1230 - Hargray Channel 8 & 418 843-785-4545 http://www.WHHITV.com http://www.Facebook.com/WHHITV http://www.Twitter.com/WHHITV [email protected] 32 Office Park Rd, Hilton Head Island, SC 29928

Phil Bloyd, President & Founder Revolutionary Financial Group 843-941-7791 http://www.RevolutionaryFinancial.com [email protected] 25 Clarks Summit Dr, Suite F-102, Bluffton, SC Lowcountry Money Talk Hosted by Jessa Jeremiah January-February 2022 WHHI Television: Your Hyperlocal South Carolina Television Station Serving the Lowcountry! Hilton Head Island, SC - Bluffton, SC - Beaufort, SC - Pooler, GA Beaufort County - Jasper County - Hampton County WHHI-TV. Local News. Local Sports. Local Television. Live Local. Spectrum Channel 3 & 1230 - Hargray Channel 8 & 418 843-785-4545 http://www.WHHITV.com http://www.Facebook.com/WHHITV http://www.Twitter.com/WHHITV [email protected] 32 Office Park Rd, Hilton Head Island, SC 29928

Approved For Relse 2005/03/24: CIA-R 000080030-3 SUBJECT: USIB Committee on Intelligence Resources and Asset Allocation -- 1 25X1 1. The Chairman opened the meeting with an explanation of the purpose for which the Committee had been convened -- a re- view of resources and asset allocation over the next five years in Indochina during the era of reducing U.S. presence. The en- suing discussion covered such subjects as Vietnamization, the problem of National versus Tactical/Military requirements, and the level of enemy activity, all of which contribute directly or indirectly to the problem at hand. All agreed that enemy capabilities and intentions coupled with our Allies' capabilities were of considerable importance in attempting to determine what the intelligence requirements of the future will be. The question was raised as to whether we will really need as much intelligence in the future as U.S. forces are withdrawn from the field. 2. The State Department representative stated that the Committee should develop a framework of intelligence require- ments which then could be reviewed by the Intelligence Community and the field. While the feeling was expressed that the status quo would have to be maintained regarding intelligence collection to support U.S. forces, it was necessary that specific require- ments be developed in place of the shot gun approach of the past. The consensus of the group was that it must be decided what it is we want -- what will the Intelligence Community be asked to col- lect in the future and at what level and what will be the time- liness required. 3. The Chairman asked that each principal draft his own interpretation of what will be needed in the future and that the submissions be received by 1200 on Wednesday. These sub- missions will be circulated among the group for review and comment. It is envisaged that the inputs will provide the material to develop a consolidated prospectus of what is needed and will be expected of the Intelligence Community. Mr. Tweedy asked that the principals keep in mind the various priorities involved regarding intelligence requirements, i.e., those re- quired by U.S. officials, both in Washington and in the field, to meet their day-to-day responsibilities, those necessary to Approved For Release 2005/03/24: CIA-R 01300080030-3 S`04~`f 25X1 Approved For Release 2005/03/24: CIA- assist our Allies and protect our forces during withdrawal, and those which will allow our Allies to protect themselves now and in the future. 25X1 25X1 Vietnamese Affairs Staff Related Activities Center Approved For Release 2005/03/24: CI - 720R001300080030-3 E WH 25X1

This item represents a case in PACER, the U.S. Government's website for federal case data. If you wish to see the entire case, please consult PACER directly.

SECRET? Appro''d For Release 2005/03/24: CIA-RDP8 01720R001300080022-2 MEMORANDUM FOR THE RECORD SUBJECT: USIB Committee on Intelligence Resources and Asset Allocation -- 2 1. The Chairman opened the meeting by stating that the independently prepared inputs from each of the principals had been received and circulated among the group. As expected, there was a fairly high level of duplication in the require- ments submitted, but there was a sufficient degree of diver- sions to make the inputs worthwhile. He stated that he felt a consolidated listing of the requirements should be prepared for dissemination to Dr. Kissinger, Secretary Rogers, Secretary Laird, and Admiral Moorer for their decision as to whether the Committee was on the right track. 2. The State Department representative indicated that, as expected, the agencies' inputs reflected the parochial views of each agency, i.e., DIA reacted as a collector/consumer; CIA as a collector/consumer; State as a consumer; and NSA as a collector. None of the inputs addressed squarely the problem of reducing U.S. presence and its effects on collection capa- bilities. All requested the same level of requirements, when in actuality there could be a diminution of. requirements as U.S. forces withdraw. The Chairman allowed that there probably would be no diminishing of intelligence of interest, as our masters will still want the same coverage. 3. The CIA representative agreed that there still will be a high level of requirements required, but felt that the mix of requirements will change and that it will be necessary to refine the priorities involved. He felt that it will be necessary to further refine our collection priorities -- a sharper focus will be needed or significant short falls will occur. In his view, intelligence forces will have to be the last to go from the theater. 4. The DIA representative agreed that refinements of priorities are necessary, but that it was difficult to define where the cuts should come. He noted that the reduced U.S. presence will reduce organic collection capability as far as the U.S. military was concerned. The Chairman allowed that this will lead to increased dependence on NSA and CIA for collection of the priority intelligence and that a clear definition of what they are responsible for must be made. Approved For Release 2005/03/24: CIA-RDP80R01720R001300080022-2 S CP TI 25X1 25X1, 25X1 Vietnamese Affairs Staff Related Activities Center Approd For Release 2005/03/24: CIA-RDP801720R001300080022-2 6. With the concurrence of the Committee, the Chairman proposed that the set of general requirements would be pre- pared for forwarding to the senior officials concerned with a covering memorandum from the DCI bringing them up to date as to the status of the Committee's deliberations. A draft of the memorandum will be circulated among the principals for their concurence and then will be forwarded to the appropriate officials for their approval. Upon receipt of this approval, the Committee will proceed to the next phases of the exercise -- the refinement of the requirements, the assignment of priorities, the tasking of appropriate collection assets, and the recommen- dation for policy approval regarding personnel and facility re- quirements to enable the meeting of the anticipated goals. Approved For Release 2005/03/24: CIA-RDP80RO172OR001300080022-2 25X1 25X1

Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America's Wealth Management Show. And they've discussed asset location quite a bit too. Do you have a good understanding of all three? Whether you do or not, they're going to offer some keen insight on asset allocation versus tax allocation and why both of them are important, so make sure to pay close attention.When you're in your 50s or maybe early 60s, many of you will get to a point where you're about five years from retirement. If that's you, do you feel prepared for retirement? It's a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America's Wealth Management Show.Get started today: Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationMore on this episode: https://modwm.com/asset-allocation-versus-tax-allocation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationWhat Are the Tax Buckets?: https://youtu.be/pFH4T8TA8WITax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America's Wealth Management Show. And they've discussed asset location quite a bit too. Do you have a good understanding of all three? Whether you do or not, they're going to offer some keen insight on asset allocation versus tax allocation and why both of them are important, so make sure to pay close attention.When you're in your 50s or maybe early 60s, many of you will get to a point where you're about five years from retirement. If that's you, do you feel prepared for retirement? It's a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America's Wealth Management Show.Get started today: Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationMore on this episode: https://modwm.com/asset-allocation-versus-tax-allocation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationWhat Are the Tax Buckets?: https://youtu.be/pFH4T8TA8WITax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

This item represents an oral argument audio file as scraped from a U.S. Government website by Free Law Project.

Perma.cc archive of http://www.ubs.com/global/en/assetmanagement/insights/thematic-viewpoints/sustainable-impact-investing/articles/asset-allocation-for-an-esg-world.html created on 2022-09-11 10:05:37.443287+00:00.

Perma.cc archive of http://www.ubs.com/global/en/assetmanagement/insights/thematic-viewpoints/sustainable-impact-investing/articles/asset-allocation-for-an-esg-world.html created on 2022-09-11 10:05:37.443287+00:00.

Office of the State Treasurer Asset Allocation Compliance Report, July 31, 2025; asset allocation graph; investments; securities; deposits;

ix, 222 p. : 23 cm

304 p

SR_031 Ｓｐｏｒｔ３０００: https://sport3000.bandcamp.com https://soundcloud.com/sport3000 https://twitter.com/sportplusrec