Acclimetry’s new article breaks down why it’s time to blend private equity + real assets into your strategic allocation.

Better diversification, real-return potential, less correlation.

Dive in: acclimetry.com/the-role-of-...

#AltInvesting

Just noticed this setting on Cloudflare 🙃 Probably not great from a sustainability point of view but I can easily see this turning into a popular enabled setting just to spite AI companies... i.e. Let’s see how these bots like an infinite loop instead of my content.

#Cloudflare #AI #Webscraping

Strategic Asset Allocation = policy > predictions.

Set target weights in stocks, bonds, alts, cash; rebalance on drift; stay aligned with your why.

Deep dive + sample models: acclimetry.com/strategic-as...

#AssetAllocation #FinLit

Balancing Long-Term Strategy and Short-Term Opportunities... Wrote an intro in the Acclimetry journal on how to think about Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA).

#TAA #SAA #StrategicAssetAllocation #TacticalAssetAllocation #AssetAllocation

fore.li/e2WTloE

Starting a series of articles for WTPDataLab covering... you guessed it... why you need WTPDataLab. First in the series is a high-level overview of the Dutch Future of Pension Act (WTP).

#pensions #WetToekomstPensioen #DutchFutureofPensionAct #DutchPensions

fore.li/overviewToWTP

Aiming to launch Acclimetry in about 3 months. We've narrowed down the focus to investment policy and asset allocation... If you currently share Asset Allocations or Investment Policy Statements using spreadsheets I'd love to have a chat!

#AssetAllocation #InvestmentPolicyStatement

acclimetry.com

Strategic Asset allocation (SAA) and Tactical Asset Allocation (TAA) offer distinct yet valuable frameworks for managing investment portfolios. Wrote an overview to explain what they're used for...

#SAA #TAA #StrategicAssetAllocation #TacticalAssetAllocation

acclimetry.com/strategic-vs...

I've seen this petition doing the rounds over the last week... So here's me also jumping onto the bandwagon with my own take, which is...

A data analysis learning opportunity with real world data has presented itself :)

fore.li/nfYcUQY

#CallaGeneralElection #jsondata #python #dataanalysis #json

Scenario: You have a CSV file with useful data that you really want to analyse but don't know where to start...

This weekend I spent some time investigating some World Bank data. Some of my initial analysis can be found here (code and all)...

fore.li/cAMzRmq

#datascience #worldbank #python