Is Your Portfolio Prepared to Help Deliver on Your Goals?

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Many investors know, or have heard that asset allocation (or portfolio design) accounts for over 90 percent of portfolio performance. But what kind of performance is it delivering? And what kind of performance does an insurer need? Is the objective to minimize risks or maximize return?

The foundation of traditional asset allocation is the potential to achieve a specific return for a given level of targeted risk. While this may be enough for a different type of investor, it has not been shown to be comprehensive for insurers. If a targeted return is achieved, does that mean the company objectives are achieved? And if market challenges occur, will the portfolio weather the storm?

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The views expressed herein are the current views of Miles Capital as the stated date and are provided for informational purposes only. They are believed to be correct, but accuracy and completeness cannot be guaranteed and should not be relied upon for legal or investment decision purposes. All expressions of opinion and predictions presented are subject to change without notice. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is not a guarantee of future results. Diversification does not ensure a profit or protect against market loss. As with all strategies, there is a risk of loss or all or a portion of the amount invested.