FAS Asset Allocation Strategies

FAS offers a range of asset allocation models to accommodate the individual client’s investment profile. The models all emody Macro-Micro Portfolio Architecture™, but differ in terms of the aggregate weights placed on equity and bonds.
  • Conservative (heavily weighted towards bonds) – low risk tolerance, short investment horizon, e.g. at or nearing retirement
  • Moderate (balanced between equity and bonds) – intermediate risk tolerance, intermediate investment horizon, e.g. at or nearing mid-career
  • Growth (heavily weighted towards equity) – high risk tolerance, long investment horizon, e.g. at start or early career