Example Product Portfolio Gap Analysis Template - Free Download | Page 4
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Example Product Portfolio Gap Analysis Template
Portfolio Gap Analysis
Introduction
Recommended Portfolio
Fund Name Ticker Weight
Equity Money Market Fund AAPL 100%
Asset Allocation: The recommended portfolio provides an equity-to-fixed income ratio determined
most suitable based on an assessment of your investment goals and risk tolerance.
Portfolio Diversification: The recommended portfolio is diversified on multiple levels:
- diversified across a number of distinct equity asset classes
- globally diversified up to 43 country markets
- broadly diversified across thousands of individual securities to help minimize company-specific risk
Equity Risk: The recommended portfolio emphasizes value and small capitalization equities in an
effort to increase the longer-term return potential of the equity allocation.
Fixed Income Risk: The recommended portfolio emphasizes high-quality, short-term fixed income
because the primary role of fixed income in the portfolio is to dampen overall portfolio volatility.
1
Dimensional Fund Advisors. “Low Fees Add Value.” Morningstar Inc., 17 Apr. 2011.
Investment Costs: The recommended portfolio invests in structured asset classes with lower than the
industry’s average management expenses and lower fund turnover, which incurs lower transaction
costs.
1
Portfolio Risk Profile and Efficiency: The risk profile of the recommended portfolio is suitable based
on an assessment of your risk capacity and risk tolerance. The recommended portfolio attempts to
maximize the potential benefits of diversification through exposures to select asset classes.
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