Sentences with phrase «allocation model before»

Not exact matches

With the asset allocation software, unlike allocation models which exist before someone is around to invest in them, the investor submits various life factors needed to calculate a custom allocation mix that reflects their life situation.

Unlike allocation Models, which exist before someone is around to invest in them, here the investor inputs various life factors needed to calculate a custom allocation mix that More accurately reflects their current situation.

If a set mix of asset classes in a portfolio exists before an investor's risk tolerance is determined, then that allocation mix is usually called a Model Portfolio.