Sentences with phrase «active asset allocation»

Such active asset allocation decisions may better enable the portfolios to take advantage of short - to medium - term opportunities and market conditions.

These investment decisions and active asset allocation shift based upon our views of the economy and market environment.

Under the Self - Managed Option, the policyholder manages his investments himself and he has a choice of 6 investment funds to choose from namely — Exide Life Secure Fund, Exide Life Preserver Fund, Exide Life Growth Fund, Exide Life Balanced Fund, Exide Life Active Asset Allocation Fund and Exide Life Prime Equity Fund

For investors who lack the time and expertise to actively manage their funds, this plan has option of Exide Life Active Asset Allocation Fund.

In this video we talk through a set of slides presenting a top - down perspective on Active Asset Allocation in 2018.

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.

He manages inflation hedge and unconstrained active asset allocation portfolios for mutual fund sponsors and institutional clients around the world and researches long - term structural investment themes.

Because the SPDR SSgA Active Asset Allocation ETFs are actively managed, they are therefore subject to the risk that the investments selected by SSgA may cause the ETFs to underperform relative to their benchmarks or other funds with similar investment objectives.

That's the one problem with a completly passive strategy, there's no room to move with fairly strong looking trends (still following passive investment, just a little active asset allocation).

The firm contends that advisers using the new CIF will continue to see the benefits of active asset allocation while also utilizing low - cost index ETFs.

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

It is 1.35 % p.a. for Opportunities Fund, Multi Cap Growth Fund, Bluechip Fund, Maximiser V, Maximise India Fund, Multi Cap Balanced Fund, Active Asset Allocation Balanced Fund, Income Fund.

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.

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.

100 % investment in Active Asset Allocation Fund is considered for illustration purposes.

I employ an active asset allocation strategy that has provided me superior returns with a fraction of the risk of the market.

As an asset allocation portfolio manager, he contributes to the active asset allocation research effort, with a particular focus on currencies and global fixed income markets.

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.

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

This article presents a framework for determining the contributions of different aspects of the investment management process — asset allocation policy, active asset allocation, and security selection — to the total return of investment portfolios.