Asset Allocation: Mass Production or Mass Customization?

Brian Jacobsen ()
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Brian Jacobsen: Wells Fargo Funds Management, Postal: 100 Heritag Reserve, Menomonee Falls, WI 53151, http://www.wellsfargoadvantagefunds.com

Journal of Financial Transformation, 2011, vol. 31, 115-121

Abstract: Assuming a client’s goals, resources, and constraints have been clearly identified, when constructing an asset allocation instead of using a generic efficient frontier a client should have his or her own efficient frontier. What is efficient for one person may not be efficient for another. In this paper, I outline a framework for creating these customized allocations.

Keywords: asset allocation; efficient fontier (search for similar items in EconPapers)
JEL-codes: G11 G23 (search for similar items in EconPapers)
Date: 2011
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Persistent link: https://EconPapers.repec.org/RePEc:ris:jofitr:1445

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