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Growth Strategic Asset Allocation Construction
- Pensions
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PDF Download
- 08.12.22
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The purpose of this guide is to set out the Strategic Asset Allocation construction methodology for the Growth SAA as created and implemented by Hymans Robertson on behalf of SimplyBiz Investment Services. The methodology includes: Generate class returns: scenarios generator to create asset class and portfolio returns Generate Portfolio metrics: segment by volatility in the accumulation phase Constrain and optimise: score and rank Refine and validate: Qualitative assessment