Asset Allocation Strategy
Learn how your organization can benefit from an asset allocation strategy.
What is Asset Allocation?
Aon’s strategists, economists and global asset allocation experts consider key economic and market events, investment opportunities and risks. Our asset allocation strategy research and analysis support investors in making timely allocations to investment opportunities with potential outperformance.
Why is Asset Allocation important?
Analysis of market movements and economic conditions — globally and in local markets— is fundamental to identifying the strongest investment opportunities and timing asset class changes in investment portfolios.
Asset allocation supports investors' decision-making in four important areas:
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Strategic Asset Allocation
Research, including capital market assumptions and advice on return, risk and correlation expectations over 10- and 30-year horizons.
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Market Views
Identification of market opportunities and market risks over the next few years; and commentary on current economic and market events.
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Economic Scenario Analysis
Understanding the potential impacts on the investment portfolio of events or themes over a five-year period.
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Climate Change Scenario Analysis
Understanding the potential impacts on the investment portfolio of different climate scenarios over a long-term horizon.
How Aon Can Help
The insights and analytics provided by Aon’s asset allocation team can support investors to protect and grow their investment portfolios and take advantage of market opportunities. The team develops comprehensive economic research, scenario analysis and commentary covering the economic outlook and medium-term prospects for all asset classes to support better investment decision-making.
The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.
Investment advice and consulting services are provided by Aon Investments USA Inc. (“AIUSA”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto.
This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on AIUSA’s understanding of current laws and interpretation.
This document is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The comments in this summary are based upon AIUSA’s preliminary analysis of publicly available information. The content of this document is made available on an “as is” basis, without warranty of any kind. AIUSA disclaims any legal liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. AIUSA. reserves all rights to the content of this document. No part of this document may be reproduced, stored, or transmitted by any means without the express written consent of AIUSA.
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