Sentences with phrase «tactical allocation fund»

Not exact matches

archerETF is led by Vikash Jain, a registered portfolio manager who uses a proprietary tactical asset allocation model to determine a client's asset mix which is then implemented using Exchange Traded Funds (ETFs).

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Funds can be customised to investors» targeted objectives and may include multi-asset, alternative or tactical allocation strategies.

Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

A sector rotation approach is similar to tactical asset allocation, where investors will allocate their funds to those asset classes which they believe will outperform in the relative short term.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

The rise of the strategy ETFs and tactical asset allocation has some worried that exchange - traded funds are losing their ties to traditional indexing.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

Juicy Excerpt # 27: Wade, as you may be aware, John Bogle has mentioned what he calls tactical asset allocation in his book, Common sense on Mutual Funds (pg 66 - 67).

The Fidelity Income Allocation Fund is a tactical asset allocaAllocation Fund is a tactical asset allocation fFund is a tactical asset allocationallocation fundfund.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

In addition to diversifying client portfolios not only by asset class, but also by investment strategy through an allocation to a tactical investment that uses a quantitative approach, Bainbridge highlighted the use of an absolute return fund and simply using cash.

Michael: I agree that the fund uses some sort of tactical asset allocation, which would explain why a «growth» fund has more than 40 % in bonds.

Over the next week I will introduce 3 commission free ETF portfolios on Scott's Investments using tactical asset allocation to allocate funds among 10 different ETFs within each portfolio.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

Tactical asset allocation strategy advocates suggest that you can anticipate the crowd, but flow - of - funds studies show that almost all tactical asset allocation fund flows are late money flows that chase performance after valuations have already moved.»

That is more important than anything no matter which way you invest: GICs, collars, tactical asset allocation, or buy and hold index funds.

Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

Evan Gentry is the CEO of M360 Advisors, LLC, responsible for fundraising and for establishing the strategic and tactical asset allocation of the funds managed by M360 Advisors, LLC.