Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

Asset Allocation 2009

Aureus has updated its base case asset allocation model for 2009. Modifications to our model were more pronounced this year than in our updates for 2007 or 2008. Notable adjustments are a larger allocation to fixed income and reduced allocations to Europe and emerging markets excluding Asia. Each Aureus client continues to receive an individualized portfolio design with respect to specifics regarding tax, income, liquidity, risk profile and family structure

Archived Investment Perspectives