Personal finance Web sites and different types of investment advisers sometimes offer standard
asset allocation recommendations for people of different age ranges or risk tolerance.
Northern Trust's Investment Policy Committee develops tactical
asset allocation recommendations based on economic factors such as GDP and inflation; fixed - income market factors such as sovereign yields, credit spreads and currency trends; and stock market factors such as domestic and foreign earnings growth and valuations.
Robert (Bob) Macdonald is senior vice president, director of financial solutions and is responsible for the investment profiling methodology used to
supply asset allocation recommendations for clients in Fidelity managed accounts.
Point of clarification:
These asset allocation recommendations are pertinent for those who have a majority of their net worth in stocks and bonds.
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His asset allocation recommendations are as follows (he has since confirmed to the media that these recommendations are dated, but these are the figures from the book):
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