Burgess Chambers & Associates
Welcome to Burgess Chambers & Associates
  • About BCA
  • Our People
  • Services
    • Developing Strategic Asset Allocation Models
    • Creating the Asset Management Team
    • Performance and Portfolio Monitoring
    • Tactical Asset Allocation
  • Clients
    • Corporations
    • Endowments & Foundations
    • Municipalities
    • Taft-Hartley
    • Wealth Management
  • Research
  • Contact Us


Developing Strategic Asset Allocation Models

i. Identify return and risk objectives
ii. Establish allowable asset classes
iii. Determine time-frame and probability constraints
iv. Backtest and optimize