Int. J. Monetary Economics and Finance, Vol. 11, No. 3, 2018 243
Copyright © 2018 Inderscience Enterprises Ltd.
Asset allocation strategy to create superior portfolio
from equity mutual funds
Sylviana Maya Damayanti*,
Isrochmani Murtaqi, Rudy Bekti
and Anggoro Budi Nugroho
School of Business and Management,
Institut Teknologi Bandung,
Bandung, 40132, Indonesia
Email: sylvianamaya@sbm-itb.ac.id
Email: nani@sbm-itb.ac.id
Email: rudyb@sbm-itb.ac.id
Email: anggoro@sbm-itb.ac.id
*Corresponding author
Abstract: There are many factors that cause an investor’s success or failure
in investing. One of the most decisive factors is the strategy to allocate
investment assets. Therefore, investors need to allocate his or her assets such
that an optimal return is achieved. This study discusses three strategies of asset
allocation, namely buy and hold, instalment plan, and rebalancing. Three
rebalancing processes are applied; quarterly, semi-annually and annually.
Thirty active equity mutual funds from 2008 to 2014 have been used as
research sample to calculate the superior portfolio. This study uses the Sharpe
ratio to calculate portfolio return. The research result shows that strategic asset
allocation with rebalancing strategy is considered the best strategy to be applied
by investors. This finding can be used by investors as reference to invest in
equity mutual funds to enhance returns.
Keywords: asset allocation; portfolio; equity mutual fund.
Reference to this paper should be made as follows: Damayanti, S.M.,
Murtaqi, I., Bekti, R. and Nugroho, A.B. (2018) ‘Asset allocation strategy to
create superior portfolio from equity mutual funds’, Int. J. Monetary
Economics and Finance, Vol. 11, No. 3, pp.243–250.
Biographical notes: Sylviana Maya Damayanti is a Lecturer Staff at the
School of Business and Management, Institut Teknologi Bandung (SBM-ITB)
and joined as the faculty member of the sub-interest groups of Business Risks
and Finance. Her research interests in the areas of personal financial planning,
corporate finance, financial management, investment management and capital
markets has produced a variety of publication in the form of scientific papers,
popular articles and a book entitled: “Personal Financial Planning – The
Essence of Knowledge in Financial Planning Goals to Achieve a Prosperous
Life”.
Isrochmani Murtaqi received her Master in Accounting from the University
of Oregon, USA in 2003, completing undergraduate education in the same field
at the University of Indonesia in 1984. Her research interests in the field of