Sentences with phrase «asset allocator by»

Not exact matches

Commodities as an asset class rose from relative obscurity to become a popular addition to portfolios by the more innovative asset allocators in the last 10 - 15 years...

Most other funds seem to be managed by «top - down» asset allocators who bring little, or no, knowledge to the nitty - gritty details that affect the companies and securities in which the typical fund has invested.

«The Intelligent Asset Allocator» by W. Berstein is a good read if you're so inclined.

Furthermore, these academic views, which are discussed at some length below, seem to have been adopted virtually in their entirety by most money managers, including the managers of most mutual funds, especially those who are non-fundamental, top - down asset allocators.

While the market surged 734 % over the entire period, and the average equity fund moved by 589 %, the asset allocators increased only 384 %, about half the gain of the averages (all figures are dividend adjusted).

The Claymore Investment website has a nifty asset allocator tool that lets investors construct model portfolios by mixing different asset classes and examine how they would have performed in the past.

The report produced by the Claymore asset allocator also contains a very useful table of correlation between various asset classes.

by Fred Schwed «The Money Game» by Adam Smith «Against the Gods» by Peter L. Bernstein «The Four Pillars of Investing» by William Bernstein «The Intelligent Asset Allocator «by William Bernstein «Personal Finance for Dummies» by Eric Tyson «Fooled by Randomness» by Nassim Nicholas Taleb «The Richest Man in Babylon «by George Clason

Allows Inputting of Investment Assets Using the «Bucket Approach» (used by asset allocators and retirement planners that want to model scenarios like depleting non-qualified assets before tapping into qualified aAssets Using the «Bucket Approach» (used by asset allocators and retirement planners that want to model scenarios like depleting non-qualified assets before tapping into qualified aassets before tapping into qualified assetsassets)

Again using William Bernstein as an example, he makes some key conclusions (paraphrased by me) in the «Intelligent Asset Allocator»: