PERAC Memo #15 - 2000: Asset Allocation
Asset Allocation
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PERAC Memo #15/2000 introduces a handbook on asset allocation, an area PERAC considers critical to managing investment return and risk within retirement system portfolios. While no specific asset allocation training session has yet been scheduled, PERAC encourages boards to review the handbook and offers to arrange a presentation upon request. No mandatory action is required, but boards should familiarize themselves with the material and may contact Bob Dennis to schedule a session or ask questions.
Full Text
PERAC MEMO #15/2000 M E M O R A N D U M TO: Retirement Boards FROM: Joseph E. Connarton, Executive Director RE: Asset Allocation DATE: February 25, 2000 As you know PERAC has initiated a series of educational seminars on a variety of subjects relating to retirement system management. In each instance a handbook has been provided. Although we have not scheduled a session on asset allocation, we intend to do so in the future. Asset allocation is one of the most critical aspects of investment planning and plays a key role in the return and risk profile of your portfolio. We urge you to carefully review this publication and if you have any questions or comments or wish to schedule a presentation at your Board, please contact Bob Dennis at (617) 666-4446 ext. 922.