Asset Allocation and Menu Construction
Learn more about our prudent investment process by selecting each of the individual steps below:
ASSET ALLOCATION AND MENU CONSTRUCTION
Asset allocation is an important investment decision, as it is the primary determinant of the return and risk characteristics of a portfolio. Newport maintains a proprietary asset allocation framework, incorporating forward looking input assumptions and prudent risk control constraints.
For corporate or trustee directed plans, we provide consulting regarding the most appropriate target asset allocation and rebalancing policies given the specific needs and objectives of the plan or portfolio.
For participant directed plans, we consult with you regarding the design and management of either a series of risk-based asset allocation model portfolios utilizing the managers included in the menu or a series of target-date funds. We believe diversified portfolios are an important asset allocation tool to offer participants, allowing them to make investment decisions based on their specific return objectives, time horizon and risk tolerance.