Sentences with phrase «allocation decisions»

Can you make asset allocation decisions on your own and can you stick to an investment plan for the long - term?

The study offers a sophisticated tool to investors to align their capital allocation decisions with the company's exposure to climate risks.

Economic analysis allows healthcare decision makers to make resource allocation decisions, by performing cost - benefit analysis of the various interventions.

In my opinion, corporate dividend growth policies are largely determined by the asset allocation decisions of the management teams.

This is a critical asset allocation decision for investors.

So don't make portfolio allocation decisions based solely on what you read here.

Traditionally, many investors have viewed the asset allocation decision between value and growth as a binary decision.

Some investors make investment allocation decisions based on charts, momentum, or various market indicators.

The light blue bar measures the portion of excess returns coming from sector allocation decisions.

Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stage in life.

At The Marketing Machine, we are highly experienced at helping our clients make budget allocation decisions that lead to well - though - out and well - rounded advertising campaigns and successes.

While relatively risk - averse overall, current income strategies can be included in a range of allocation decisions across a gradient of risk.

Ideally, practitioners will utilize the study's results to guide their own school - and district - level resource allocation decisions regarding professional development and curriculum investments.

Because allocation decisions that cause poor results at the end of 10 years cause investors to lower their stock allocations at bad times for doing so.

In this post, I'm primarily referring to your equity and bond allocations, which is the first allocation decision we make.

However, final allocation decisions should be based on a thorough understanding of the investment categories.

Knowing your own risk tolerance will help you make asset allocation decisions more effectively.

To be clear, however, the research demonstrates that the asset allocation decision dominates the tax location decision.

Nevertheless, your asset allocation decision still would drive everything.

The traditional stock / bond allocation decision we've been looking at here is an obvious one.

If you have a fixed income pension rather than a retirement savings plan, you'll probably make different allocation decisions than you would otherwise.

We encourage investors and equity managers to use the tables as a reference point when making factor allocation decisions.

Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.

But by combining factor valuation with past performance, investors gain a richer toolkit for making well - informed allocation decisions among smart beta managers.

He also comes to the conclusion that I do, that there are no easy asset allocation decisions here, and that one should diversify widely in order to preserve assets.

This discussion includes several examples of the types of expense allocation decisions that must be made.

The act of buying back shares of stock is a separate capital allocation decision, regardless of the reason why you're buying those shares.

Age - based automatic investment plans are where someone else is making the investment and asset allocation decisions for you.

All investment and portfolio allocation decisions, however, are monitored by a team of investment professionals.

Traditionally, many investors have viewed the asset allocation decision between value and growth as a binary decision.

In my opinion, corporate dividend growth policies are largely determined by the asset allocation decisions of the management teams.

But as globalization causes equity markets to move more and more in tandem, the sector allocation decision will become more important.

A management style that begins with an assessment of the overall economic environment and makes a general asset allocation decision regarding the financial markets and various industry sectors.

The report confirmed that more than 90 % of the variation in portfolio return is explained by asset allocation decisions.

Allocation decisions boosted results, but weakness in our Consumer Discretionary and Information Technology names caused the Fund to lag its benchmark, the Russell Midcap ® Value Index returning -0.66 % versus 2.14 %.

I agree that this is screwy, but the inability to have separate allocation decisions between the regular and Roth accounts describes precisely how the TSP is currently set up (and also the proportional withdrawal from both the regular and Roth TSP when you go to take a distribution).

Now, Bray sees such allocation decisions as unique to each individual situation.

The outlook from Schroders Investment Management North America Inc. and Schroder Investment Management North America Limited («Schroders») refers to their proprietary top - down, quantitative, model which is used to make country allocation decisions across their emerging markets strategies.

Anytime capital is constantly being raised, as it is with practically all REITs, it can be easy for low quality management teams to hide poor capital allocation decisions by paying dividends out of freshly raised debt or equity capital, as well as grow the property base even if it's dilutive to existing shareholders (as some externally managed REITs do).

Grants and contributions are a «soft» area for the federal government to cut due to a lack of transparency over allocation decisions and the negligible impact on votes of withholding the funds, he says.