2017•Scholarly Commons - Susquehanna University Research (Susquehanna University)Open access
Optimal Asset Allocation
Torin McFarland, Elizabeth Richart, Michael J. Thompson
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Abstract
The purpose of our research project is to simplify and explain the process of asset allocation. We will demonstrate this through an interactive excel presentation. Throughout the presentation, there will be a personalized survey, which will determine the asset allocations for a participant from the audience. This will all be configured in an organized Excel sheet, that will be explained throughout the presentation as the various steps are completed. The purpose of this exercise will be to give individuals, based on their own personalized level of risk, a plan for how to allocate their assets and earn the optimal return on their investments. As finance students, we will utilize our academic background to teach the public about how financial experts manage their assets.
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