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Asset Allocation

A Turning Point for Medical Professional Liability?
May 29, 2007

Initial findings from our 2007 BBH Insurance Industry Asset Allocation Study shed light on this important sector. David Lee, CFA, our Insurance Portfolio Strategist, finds that allocation to municipals is growing -- as well as expectations for profit. Please click...

Rebalancing – A Discipline with Merit?
June 18, 2003

Financial analyst Chet Currier calculates the benefits of rebalancing, a subject BBH wrote about last October.

Chet Currier at Bloomberg.com recently wrote:

Earn 30 percent more on your investments without taking extra risk!

No, that isn't some Internet spammer's come-on. It's a result I just produced, on paper at least, running a random test of an under-appreciated money management technique.

The name of this commonplace activity, rebalancing, will never set pulses pounding. It can perform interesting feats nonetheless.

Going Wobbly – Part III
December 06, 2002

(part III of three, continued from Part II) With the benefit of hindsight, we can all see the equity valuation bubble that began to burst in March 2000. Without the benefit of hindsight, it is difficult to estimate the magnitude...

Going Wobbly – Part II
November 29, 2002

(part II of three, continued from ">Part I) In order to explain the volatile behavior of the financial markets over the last few years one might well point to a series of large events—the Russian Debt default and the Long-Term...

Going Wobbly – Part I
November 22, 2002

(part one of three) Physicist Werner Heisenberg noted that in order to measure or "see" the position of a particle, a physicist has to literally bounce other particles off of it, thus altering the measured particle's velocity. His statement — "the...

What Are the Benefits of Rebalancing?
October 18, 2002

Once you have selected an asset allocation, you may think your job is done. However, the first holdings report you receive will have an allocation different from the approved allocation. Because different sectors have varying returns, the allocations will move...

Small Caps: A Strategic Asset Class?
August 23, 2002

Smaller capitalization equities have a bit of a split personality when viewed in the context of the broad portfolio allocation decision. Though the marketplace has chosen to distinguish equity products according to capitalization ranges and style biases, these distinctions are...

Dual Optimization
May 31, 2002

Insurance Institutional Insurance Institutional Insurance companies can gain a competitive advantage by selecting an asset allocation that complements the firm’s business objectives. It is important to choose an investment strategy uniquely optimal to the company’s goals and one that...

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