Sentences with phrase «strategic asset allocation process»

Strategic asset allocation process is based on top - down research, and is designed to systematically identify and target the successful market segments and investment themes of the future

Portfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your portfolio.

Not exact matches

Tactical asset allocation is the process of taking an active stance on the strategic asset allocation itself and adjusting these long - term target weights for a short period of time to capitalize on market or economic opportunities.