Sentences with phrase «active asset allocation strategy»

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.
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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..
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