Asset Allocation

Full Name
Asset Allocation: Balancing Financial Risk

Asset Allocation provides an investment approach that has given investors a disciplined strategy for mitigating risks and realizing their financial goals through widely varying market environments. This definitive guide unites theory and practice—the art and science of asset allocation. Grounded in the principles of modern portfolio theory, this investing classic explains how and why asset allocation works. It demonstrates how adding new asset classes to a portfolio improves its risk-adjusted returns and how strategic asset allocation uses, rather than fights, the forces of the capital markets to achieve financial success.

"Roger Gibson has revolutionized the way financial advisors assemble portfolios for their clients. He is, without a doubt, the best and most articulate voice on the subject of asset allocation today."

— Don Phillips, President, Investment Research, Morningstar, Inc.

"[Gibson's book] should be of enormous benefit to the investor seeking the proper decision-making process. I congratulate [him] for treating the asset allocation subject in such depth and bringing this issue, which is the critical investment issue for all investors, to the forefront. It is the best overall piece of work I have seen."

— Gary P. Brinson, President and CEO, GP Brinson Investments

"I always look forward to each new edition of Roger Gibson's (now with Christopher Sidoni) asset allocation book. The extensive data is updated with new chapters on the financial crisis and forecasting. This practical book focuses on meeting investor objectives in a risky world."

— Roger G. Ibbotson, Yale Professor, Chairman of Zebra Capital Management, Founder of Ibbotson Associates, now a Morningstar Company

"Roger Gibson's book should be a 'go-to' resource for every serious financial advisor."

 John D. Rogers, CFA, President and Chief Executive Officer, CFA Institute

"The author balances a solid, understandable, and logical grasp of investment knowledge with an obvious input of practical experience. If all investment advisors would read and understand this book, clients would be far better off."

— Darwin M. Bayston, CFA, Past President and CEO, The Association for Investment Management Research