I recently took on a director role at a medium-sized single family office. I'm a PE/REPE guy by background, so now have to learn about asset allocation and portfolio construction. I'm looking for advice, reading materials, and to exchange ideas with other allocators in WSO.
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Congrats on the new role! It's always exciting to dive into new waters. As a director at a medium-sized single family office, you'll be juggling a lot of balls, but don't worry, you've got this!
For starters, I'd recommend checking out the WSO Academy. It's packed with courses that can help you get up to speed on asset allocation and portfolio construction. You might find the Investment Banking Prep particularly useful as it covers financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Also, don't forget to leverage the WSO community. There are plenty of threads where allocators exchange ideas and advice. You can learn a lot from their experiences and insights.
As for reading materials, the WSO Editorial Board regularly publishes articles on a wide range of topics, including asset allocation and portfolio construction. You might find some valuable nuggets of wisdom there.
Remember, every expert was once a beginner. Don't hesitate to ask questions and seek guidance. The WSO community is here to support you. Good luck on your journey!
Sources: Advice From an Advisor to Senior Wall Streeters, https://www.wallstreetoasis.com/forum/consulting/any-advice-on-tools-for-researching-info-collection-distilling-reports-managing?customgpt=1, Need Guidance from WSO
Active Portfolio Management by Richard Grinold and Ronald Kahn is the gold standard textbook.
Applied Portfolio Management by David Swenson (Yale CIO who pioneered how essentially all 1bn+ orgs invest)
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