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.
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.
Not exact matches
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.
Tactical
asset allocation investing is an
active strategy which allows portfolio managers to change their target
asset allocation according to the valuation of
assets.
Visit PaulMerriman.com to read more from one of our favorite nationally - recognized authorities on mutual funds, index investing,
asset allocation and both buy - and - hold and
active management
strategies.
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.
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.
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).
Global tactical
asset allocation (GTAA) is an
active investment
strategy that allocates
assets among various
asset classes, regions, countries, and currencies seeking to take advantage of inefficiencies between global markets.
The enticing names of most of these deals are: Age - based portfolios, age - based
strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed
allocation option, static portfolios,
active portfolios, equity option, balanced option,
asset -
allocation options, fund - of - funds
asset allocation option, years - to - college option, automatic
allocation choice, etc..