Sentences with phrase «active asset allocation in»

Not exact matches

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.

The massive shift in asset allocation away from active investing towards passive investing exacerbates this effect.

The first is that active management is important for delivering above - market returns in this environment; the ability and agility to alter a portfolio's asset allocation mix over time can deliver significant benefits.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

This active investing strategy keeps your asset allocations in the proportions you deem best and is a systematic way of selling high and buying low.

Apparently we were in a new era where active investing, tactical asset allocation and alternative asset classes would rule the day.

Bradley believes that active managers can add value by making tactical shifts in asset allocation — though not too often, and always within a fairly narrow range.

So if you've been procrastinating about dumping your high - cost active funds, investing that idle cash, or adjusting your asset allocation to keep it in line with your goals, then now might be a good time to do that.

7Twelve is static in asset allocation, urging investment in index funds (or active funds if you must), and rebalancing regularly.

He notes: «While model portfo - lios are important in helping investors diversify within their risk tolerances, there is solid evidence that active asset allocation, as opposed to staying in a static portfolio, tremendously enhances returns during troubled times - which means going defensive in terms of asset allocation.»

Similarly, any modification of a «fixed» asset allocation in response to a change in the investor's age or life circumstances also qualifies as active management.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

Passive and active funds, for instance, are managed by professionals in order to create a good asset allocation, and the funds have relatively low fees.

AdvisorShares and Cambria Investment Management, in which Mebane Faber has an active role, launched the first Global Tactical Asset Allocation ETF today (symbol GTAA).

In addition, our data shows that the common refrain that active doesn't stand a chance versus passive index funds and ETFs is not true, and the focus on the active - passive debate often obscures the much more important issues of good savings habits, appropriate asset allocation, and taking a long - term view.

Amie Ko is a product manager for Research Affiliates» asset allocation and active equity strategies, responsible for creating educational and marketing content, developing messaging, and conducting analytics in support of these strategies.

And among Fidelity participants who did take an active role in managing their savings, another study showed more than half (53 %) did not have the appropriate asset allocation for their age group.

In other words, these active life cycle funds provide asset allocation, security selection and market timing services.

In Table 1, the performance statistics of life cycle funds are given with the funds grouped in categories by fund asset allocation approach — active, fixed allocation, and transitioIn Table 1, the performance statistics of life cycle funds are given with the funds grouped in categories by fund asset allocation approach — active, fixed allocation, and transitioin categories by fund asset allocation approach — active, fixed allocation, and transition.

Although an active asset allocation strategy is designed to add value, there is no guarantee any value will be added, and the strategy may result in losses to the Portfolios.

Active management in the environment of pure asset allocation usually outperforms passive management, when one can do even a mediocre job of picking mutual funds.

The Adviser may also make active asset allocations within other asset classes (including Commodities, High Yield Debt, Floating Rate Debt, Real Estate Debt, Inflation - Protected Debt, and Emerging Markets Debt) from 0 % to 10 % individually but no more than 25 % in aggregate within those other asset classes.

Fidelity may use its proprietary asset allocation research to make active asset allocation decisions in the Age - Based portfolios that invest in Fidelity Funds and Multi-Firm Funds.

Is there ever a place for active management in bonds, in alternative investments or maybe just in asset allocation decisions?

To provide long term capital appreciation in a risk controlled manner by making clear and active asset allocation choices between Equities, Bonds and Money Market

The mentioned Benefit Illustration is for a male aged 30 years paying Rs. 10,000 p.m. for a premium payment term of 10 years and policy term of 10 years assuming 100 % investment in Exide Life Active Asset Allocation Fund.