ASSET ALLOCATION: BALANCING FINANCIAL RISK
1818 Ridge Road
Homewood, IL 60430
Author: Roger C. Gibson, 1990
Asset allocation is an important topic for every investor. The decisions that drive capital management has
become increasingly sophisticated. While complexity requires more forethought, however, it also
beckons more opportunity. Understanding modern portfolio theory can bring to today's investors the
needed insight into today.
The foreword is by John Templeton, chairman of Templeton, Galbraith & Hansberg. Templeton is
famous for his successful value-oriented approach to managing money. His opening comments set the
Chapter I is "The importance of asset allocation." Gibson introduces, in a very easy-to-understand way,
that today's goals are not to outperform the market, but rather to develop long-term strategies that will
meet an investor's goal with the least amount of risk.