Not exact matches
Back then, when I asked this top producer how to become successful, he answered (and I'm paraphrasing here to the best of my memory) that I should not waste any
more than 10 to 15 minutes making asset
allocation decisions once I closed on a large account.
I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset
allocation decisions, instead taking no
more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.
The corporate trend has been towards smaller
more focused companies that can make specific strategic
decisions and better capital
allocation plans rather than being obscured by the overall mass of the parent company.
More directly, attribution analysis measures the portfolio effects of a given manager's investment
decisions, focusing especially on overall investment policy, asset
allocation, security selection and activity.
Peter Bernstein, the widely respected financial economist and historian, suggested
more than a decade ago that the process of putting asset
allocation decisions on autopilot would need to come to an end.
Further, the questions of how national sales, cost
allocations and strategic technology
decisions are handled just provided
more points of conflict, atop ones of strategy and personality.
The Department for Education is planning for a distribution of high needs funding to local authorities that is
more formulaic, and less reliant on past levels of
allocation that have become outdated, and on local
decisions on spending that have partly determined how much is allocated.
The results suggest that there should be: improvements to policy and management to champion biodiversity issues; a strengthening of environmental laws and enforcement; recognition of socio - economic issues especially among indigenous and local communities; increases in funding and resource
allocation; knowledge, research and development to inform
decision making; a greater understanding and protection of the rights of nature and cultural heritage; a
more holistic public awareness and participation to bring about change to promote conservation.
The advisers» solution, adopted by the government: Dissolve the many science divisions and let a new,
more powerful Executive Board have the final say on all programming and budget
allocation decisions.
Obviously early career teachers, when they go into teaching they don't have a great deal of agency in terms of control over what they do, the way they teach and certain
decisions, and so over time they are assuming
more control over what they teach and how they teach, although sometimes
allocation is never really in the control of any teacher.
Recommendations for states, districts, and individual schools include improved teacher training, support for e-learning and virtual schools, stronger technology leadership, a move toward
more digital content and away from reliance on textbooks, better use of broadband, and integration of data systems for such uses as online testing, understanding relationships between
decisions,
allocation of resources and student achievement, and tailoring instruction to individual students.
Using data from these assessments, schools now make
decisions about individual students, groups of students, instructional programs, resource
allocation, and
more.
Teachers should seek collective autonomy to make big - picture school and program level
decisions — such as those about budget
allocation, selecting colleagues, discipline policy, and
more.
The purpose of this
decision is to strengthen the competitiveness of both companies by bringing the development and production of diesel engines under one roof and enabling
more efficient
allocation of resources.
He revealed his
decision in the comments on his blog post about DC's
allocation of 3D covers for Villains Month: «The org that I formed was intended to look out for the little guy; the current Board seems much
more interested in keeping the big guys big.
A fourth option, delegating the
allocation decisions to a private wealth manager or a private bank, wasn't available to them unless they could invest upwards of # 1,000,000 or even
more, as some private banks have increased their minimums to # 5,000,000 in recent years.
The report confirmed that
more than 90 % of the variation in portfolio return is explained by asset
allocation decisions.
Though capital
allocation decisions are not captured perfectly in any one metric, many books argue that businesses that consistently achieve a high return on capital measured as either ROA, ROE, ROIC are
more likely to display a history of good capital
allocation decisions; particularly important is it that one's return on capital is consistently higher than one's cost of capital (WACC), cf. Find the Best Stocks for further information.
Illiquidity should be taken on with caution, and with
more than enough compensation for the loss of flexibility in future asset
allocation decisions and cash flow needs.
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 few investment
decisions matter
more than asset
allocation.
The authors conclude that the phenomenon of making poorly timed
allocation decisions is observed disproportionately in less sophisticated investors, who are
more likely to invest in funds with high expense ratios and who do not qualify for institutional share class funds.
Some financial experts believe that determining your asset
allocation is the most important
decision that you'll make with respect to your investments - that it's even
more important than the individual investments you buy.
Peter Bernstein, the widely respected financial economist and historian, suggested
more than a decade ago that the process of putting asset
allocation decisions on autopilot would need to come to an end.
I do need to read / learn
more about asset
allocation so I can make a
more educated
decision in the future.
Each portfolio has in - depth analysis of the asset
allocation, strategy, ETF holdings, risk / return profile, expenses analysis and
more, which can help investors make better ETF investing
decisions.
I was as usual making the case that investors need to pay
more attention to valuations when making asset
allocation decisions.
Second - guessing your asset
allocation decisions because they «aren't working» this year will cost you much, much
more than you can ever add with a 2 % tweak here and there.
Asset
allocation may have a
more significant affect on performance returns than industry weighting, stock selection, market timing or any other portfolio management
decision.
My interpretation or recent corporate events is that value realization for holders of ENZN is nearer than ever, and I'm a bit
more comfortable as I feel that capital
allocation decisions are now in the hands of experienced capital allocators.
This need for reflection is all the
more acute where we ourselves, as scholars with inside knowledge of «transnational law» or «global law», are in turn empowered by this move, as we would be part of the «expertocracy» which would play a key role in
decisions about the
allocation of the «legal goods», in whose name democracies would be constrained.
These include: appointment of arbitrators, including the possible introduction of a code of conduct; challenges to arbitrators; third party funding; consolidation; preliminary objections and first session; witnesses; experts and other evidence; discontinuance of a case; awards and dissenting opinions; security for costs and security for stay of enforcement of awards ordered by the ad hoc committee;
allocation of costs; annulment; publication of
decisions and orders (compared to the current provisions referring to awards); as well as the modernization of the means of communication (apparently with a view to making the procedure «less paper - intensive and
more environmentally friendly»).
Again, as I noted in the beginning, management tends to be very biased towards spending profits for its own ends and calling it long - term thinking; I don't think it's the worst thing in the world when investors insert some
more accountability into capital
allocation decisions.
Consumer issues: reduce out - of - pocket costs, particularly for disadvantaged consumers; improved health literacy;
more performance information for consumers; increased involvement in resource
allocation decisions.