Portfolio Allocations of the Top Wealth Managers

Barron’s is out with a massive survey of wealth managers (my peers) and the results are at once comforting and troubling to me – my portfolio positioning looks shockingly close to the mainstream, apparently.

One of two things must be going on here – either they’re all reading me and doing what I’m doing or (and the more the likely explanation) we’re all huddled together in the stance that’s been working and expecting a continuation of trend.

Oh boy.

This year Penta surveyed 40 of the largest wealth-management firms to find how they are invested to produce the best risk-adjusted returns for high-net-worth investors with a moderate appetite for risk. All the firms approached provided us with snapshots of their current asset-allocation models , which in practice are adjusted to suit clients’ needs and asset levels.

And the chart (click to embiggen!)

Source:

Seeding the Next Fortunes (Barrons)

 

 

 

 

What's been said:

Discussions found on the web
  1. Immediate Edge Review 2020 commented on Sep 23

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  2. bitcoin era review 2020 commented on Sep 29

    … [Trackback]

    […] There you can find 776 additional Information on that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  3. immediate edge commented on Oct 01

    … [Trackback]

    […] Here you will find 61160 more Information to that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  4. replica highest quality clone watches commented on Nov 16

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  5. Reputation management services commented on Nov 23

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  6. quality equation commented on Nov 24

    … [Trackback]

    […] Here you will find 62036 more Info on that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  7. Led Rave Mask commented on Dec 07

    … [Trackback]

    […] There you can find 69118 additional Info on that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  8. 메이저놀이터 commented on Dec 24

    … [Trackback]

    […] There you can find 22375 more Info to that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  9. scotia online banking commented on Jan 10

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]

  10. Agile DevOps commented on Feb 07

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2012/03/04/portfolio-allocations-of-the-top-wealth-managers/ […]