WHITE PAPER - Asset allocation - Survival of the fleetest

Abstract

Earlier analysis by the authors into investors' evolving asset choices, their drivers and underlying rationale, is extended to cover these investment features over the 2013-2015 period. The research identified that while some trends are common across all investor groups, others are specific to a particular group. As a result of dealing with a number of post-2008 factors, outcome-oriented investing has become increasingly important as investors seek to manage market volatility and ultra-low interest rates.

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