Lorenzo Garcia
Lorenzo Garcia

Lorenzo Garcia

Head of Investment Solutions, EMEA & APAC

Latest articles

April 2021

Solutions enhanced: Planning for the long term with capital market assumptions

Strategic asset allocation (SAA), the process of determining a well-diversified long-term investment strategy, requires an assessment of the potential returns from different financial assets, as well as the potential risks to which these assets and the final allocation may be subject. In this paper we present the capital market assumptions (CMAs) that we at Columbia Threadneedle use as central forecasts of risk and return when conducting SAA analyses for our clients.

Latest articles

April 2021

Solutions enhanced: Planning for the long term with capital market assumptions

Strategic asset allocation (SAA), the process of determining a well-diversified long-term investment strategy, requires an assessment of the potential returns from different financial assets, as well as the potential risks to which these assets and the final allocation may be subject. In this paper we present the capital market assumptions (CMAs) that we at Columbia Threadneedle use as central forecasts of risk and return when conducting SAA analyses for our clients.
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