How do I calculate the asset class?
When calculating an asset class, it is important to understand what characteristics the asset class exhibits, as well as the laws and regulations that govern it. Common asset classes include equities, fixed income, commodities, and real estate. To calculate an asset class, use a spreadsheet program such as Sourcetable. Once you have identified the type of asset class you wish to calculate, input all relevant data into the spreadsheet and use a formula such as
sum = (asset type 1 + asset type 2 + ...) / total asset value to calculate the asset class.
What are some common asset classes?
Common asset classes include equities, fixed income, commodities, and real estate.