{
 "@context": "https://schema.org",
 "@type": "DefinedTerm",
 "@id": "https://wulfkaal.github.io/entities/asset-allocation",
 "identifier": "kaal:entity:asset-allocation",
 "name": "Asset allocation",
 "termCode": "asset-allocation",
 "inDefinedTermSet": {
  "@id": "https://wulfkaal.github.io/entities/index.json"
 },
 "author": {
  "@type": "Person",
  "name": "Wulf A. Kaal",
  "identifier": "https://orcid.org/0000-0003-0757-275X"
 },
 "dateModified": "2026-07-29",
 "canonicalForm": "https://wulfkaal.github.io/entities/asset-allocation.md",
 "sha256": "3fa999e0eed002e7a9ec878991980e466de23b5427755b7904c91e93eba9394a",
 "additionalProperty": [
  {
   "@type": "PropertyValue",
   "name": "status",
   "value": "derived"
  },
  {
   "@type": "PropertyValue",
   "name": "claim_count",
   "value": 2
  },
  {
   "@type": "PropertyValue",
   "name": "work_count",
   "value": 2
  },
  {
   "@type": "PropertyValue",
   "name": "year_span",
   "value": [
    "2009",
    "2021"
   ]
  },
  {
   "@type": "PropertyValue",
   "name": "non_current_claims",
   "value": 0
  }
 ],
 "subjectOf": [
  {
   "@type": "Claim",
   "@id": "https://wulfkaal.github.io/claims/1428387-035",
   "identifier": "kaal:claim:1428387-035",
   "text": "Limiting complex financial instruments in the portfolios of hedge funds open to retail investors, triggered once retail commitments exceed a set level of assets under management, would likely protect retail investors while limiting undue burdens on the industry.",
   "abstract": "limiting complex financial instruments in portfolios of hedge funds open to retail investors, if commitments from retail investors exceed some level of assets under management, would likely protect the interests of retail investors while at the same time limiting undue burdens for the industry.",
   "citation": "Kaal, Hedge Fund Valuation Retailization, Regulation, and Investor Suitability (2009). SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1428387",
   "datePublished": "2009",
   "claim_type": "design",
   "confidence": "argued",
   "is_failure_mode": false,
   "scope_conditions": [
    "where retail commitments exceed a threshold such as 20 percent of assets under management"
   ],
   "source_pdf_sha256": "6aa3a280dc6750723be2389f3af2aabf3a16c4ce20e49fcdaddd7f2ea95a67aa",
   "status": "current"
  },
  {
   "@type": "Claim",
   "@id": "https://wulfkaal.github.io/claims/3981021-018",
   "identifier": "kaal:claim:3981021-018",
   "text": "On chain governance takes the donation out of the hands of the individual donor, who may one sidedly or mistakenly allocate assets, and puts the asset allocation and policing decisions into the hands of the community of voting associates.",
   "abstract": "the donation out of the hands of the individual donor (who may one-sidedly or mistakenly allocate assets to further the donor's donative intent). Instead, the asset allocation and policing decisions are put into the hands of the community of CHARITYxDAO VAs.",
   "citation": "Wulf A. Kaal, How Decentralized Autonomous Organizations Optimize Charitable Giving (2021). SSRN: https://ssrn.com/abstract=3981021",
   "datePublished": "2021",
   "claim_type": "mechanism",
   "confidence": "argued",
   "is_failure_mode": false,
   "scope_conditions": [
    "endowments transferred to a DAO with expert voting associates"
   ],
   "source_pdf_sha256": "9d8bc78d119c780c96c89ce3e820f4ac8b037d39b3ade59feb4e40d46b048288",
   "status": "current"
  }
 ],
 "description": "2 claims in the published works of Wulf A. Kaal carry the concept tag 'asset-allocation'. Derived node: a roster, not an adjudicated definition."
}