Capital Allocation Models - The 70/20/10 Framework
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Capital Allocation Models - The 70/20/10 Framework
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Fund of Funds Daily delivers the definitive capital allocation framework that fund managers reference repeatedly for portfolio construction. This evergreen episode covers the 70/20/10 breakdown with core allocation (70%) for stable, predictable returns from established sponsors with proven track records. Opportunistic strategies (20%) for market dislocations, timing plays, and sponsors with strong fundamentals but temporary challenges. Speculative positioning (10%) for high-risk, high-reward plays including emerging sponsors, new markets, or contrarian bets. Risk management integration showing how this framework prevents catastrophic portfolio losses by limiting exposure to any single risk category. Rebalancing triggers including performance thresholds, market condition changes, and time-based reviews. Implementation checklist with step-by-step allocation audit process fund managers can use immediately to restructure their portfolios for optimal risk-adjusted returns.