Asset allocation - Harold AleXander

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Asset allocation

Allocating assets

"One of the most crucial things before going for operations is carefully choosing the position."

Identifying expectations

  • Investment duration, liquidity, patrimony issues, return on capital ...


Evaluating opportunities

  • Economics (geographical areas), business, political ...


Assessing risk exposure

  • Market, technical dependency, technological risk, cultural hindrances, fiscal policy ...


Identifying risk mitigators

  • Governance, skills, alliances, delegation, subcontracting or integration, structure, compensation policy, insurance ...


Evaluating available resources

  • Financial, human, know-how, intellectual property, reputation, production capacity ...

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