Asset Allocation Toolkit

$495.00
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Downloadable Resources, Instant Access

Collaborate with the Trading Team to communicate trade instructions for the onboarding of new client portfolios and/or changes to existing portfolios related to client cash flows and Asset Allocation adjustments.

More Uses of the Asset Allocation Toolkit:

  • Be accountable for incorporating expertise in Asset Allocation, portfolio construction and Risk Management.

  • Interact with Service Delivery Managers and supplier to ensure processes exist to monitor changes in Asset Allocations and the potential impact on overall Service Delivery.

  • Determine Asset Allocation.

  • Identify: capital projects perform analysis of development budget forecasting and project Asset Allocations as projects near completion.

  • Be accountable for evaluating accuracy of hardware Asset Allocation and usage calculations in a virtualized environment.

  • Coordinate with was on client/prospect needs involving risk and suitability communication, IPS development and updates, portfolio design, client cash flows and Asset Allocation changes.

  • Guide: present Asset Allocation for new and existing clients.

  • Ensure your venture complies; analytics professionals also develop framework for Asset Allocation.

  • Analyze asset specific data to formulate perspectives around Asset Allocation, portfolio construction, and strategy specific investments.

  • Confirm your organization executes the markets strategic capital budget, ensuring effective use of the budget through Asset Allocation; ensures appropriate spare ratios and asset disposal.

  • Devise: analysis, Asset Allocation.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Asset Allocation Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Asset Allocation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Asset Allocation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Asset Allocation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Asset Allocation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are all Team Members qualified for all tasks?

  2. Who, on the Executive Team or the board, has spoken to a customer recently?

  3. Are the Asset Allocation requirements testable?

  4. What does losing customers cost your organization?

  5. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Asset Allocation process, are the records needed as inputs to the Asset Allocation process available?

  6. How do you implement and manage your Work Processes to ensure that they meet design requirements?

  7. Have you defined which data is gathered how?

  8. Has a Asset Allocation requirement not been met?

  9. How do you keep records, of what?

  10. Was a life-cycle Cost Analysis performed?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Asset Allocation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Asset Allocation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Asset Allocation Self-Assessment and Scorecard you will develop a clear picture of which Asset Allocation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Asset Allocation Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Asset Allocation projects with the 62 implementation resources:

  • 62 step-by-step Asset Allocation Project Management Form Templates covering over 1500 Asset Allocation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Asset Allocation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Asset Allocation Project Team have enough people to execute the Asset Allocation Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Asset Allocation Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Asset Allocation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Asset Allocation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Asset Allocation project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Asset Allocation project with this in-depth Asset Allocation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Asset Allocation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Asset Allocation and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Asset Allocation investments work better.

This Asset Allocation All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.