Asset allocation is second to none in the hierarchy of critical investment decisions, but benchmarking and general analysis in this space can be a slippery affair. That’s no surprise, since portfolio design and management deserves to be customized for each investor. But while asset allocation is largely an insular project, keeping an eye on how these strategies are faring generally is a useful exercise in the cause of developing perspective. With that in mind, I’ll be checking in on a set of asset allocation funds from here on out as an excercise for monitoring and evaluating this critical corner of the money game. As such, it’s really an excuse to kick the tires on a mix of techniques for evaluating portfolios generally.
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