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Use this page to explain how you propose to divide investments among different asset classes to meet your client's goals. Describe how proper asset allocation can help to reduce risk and improve rewards. Describe the client's goals here, if known, or insert a general description of the most common goals. Then introduce the allocation divisions.
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Alternate chapters are those which may be used instead of this chapter depending on your situation. Alternate chapters may be better suited for different size projects, more specialized projects, variations on rights, etc.

Alternate Chapters:
Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters:
Proposal Pack for Any Business
A proper business proposal will include multiple chapters. This is just one of many chapters that may be included in your proposal. The complete fill-in-the-blank template is included in our Proposal Pack template collections. A variety of sample proposals illustrating how companies in different industries both large and small have written proposals using our Proposal Packs are also included. This template will show you how to write the Asset Allocation.

A wide variety of chapters are included and are intended to be picked based on your needs. All proposals are different and have different needs and goals. Pick the collection of chapters from our collection and organize them as needed for your proposal. Recommendations and samples provided are only intended as general guidelines.

Using the Proposal Pack template library you can create any kind of business proposal, report, study, plan or document such as these.

Writing the Asset Allocation document

Use this template to explain how you propose to divide investments among different asset classes to meet your clients goals. Describe how proper asset allocation can help to reduce risk and improve rewards. Describe the clients goals here if known or insert general description of the most common goals. Then introduce the allocation divisions shown below. Asset class #1 e. g. " Stocks " " Bonds " " Cash" Describe important details about this asset class including proposed percentages of investments subdivisions or specific recommendations for investments within the class etc. Asset class #2 Describe important details about this asset class including proposed percentages of investments subdivisions or specific recommendations for investments within the class etc. Asset class #3

Describe important details about this asset class including proposed percentages of investments subdivisions or specific recommendations for investments within the class etc. Additional Information Insert any other details the reader needs to know such as when investment strategies will be re evaluated general scheduling for investments or reminder of the risks of certain investments such as stocks.

A Document from Proposal Pack

The editable Asset Allocation template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
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Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.