Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation, mean-variance optimization, Black-Litterman, risk parity, glide paths, or target-date strategies. Also trigger when users mention 'how much
Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation, mean-variance optimization, Black-Litterman, risk parity, glide paths, or target-date strategies. Also trigger when users mention 'how much in stocks vs bonds', '60/40 portfolio', 'policy portfolio', 'core-satellite', 'liability-driven inve