525 what is strategic asset allocation (SAA)? - podcast episode cover

525 what is strategic asset allocation (SAA)?

Jun 17, 2025β€’16 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In today's episode Dev explains the concept of strategic asset allocation and touches on:


πŸ‘‰πŸΎ what it is

πŸ‘‰πŸΏ the 4 main asset classes

πŸ‘‰πŸ» target allocation factors

πŸ‘‰ risk tolerance

πŸ‘‰πŸΌ investment horizon

πŸ‘‰πŸ½ return objectives and expectations


Related episodes 🎧 440 sequence of returns risk & how it affects your retirement: Apple | Spotify


We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.

Hosted on Acast. See acast.com/privacy for more information.

For the best experience, listen in Metacast app for iOS or Android