Sentences with phrase «allocation strategy in place»

Assuming that you have a financial plan and an asset allocation strategy in place, a stock market downturn is a great time to review your allocation as well as rebalance if needed.

That is why having a well - thought asset allocation strategy in place is so important.

Not exact matches

«They have talked about trying to rebalance the economy for 5 or 10 years now, but the imbalances got even worse, so you simply fall back on the model that got you into the difficulty in the first place,» said Peter Elston, head of Asia - Pacific strategy and asset allocation at Aberdeen Asset Management.

The senior team members have been in place at Putnam for more than a decade, providing experience managing asset allocation strategies through multiple market cycles since 1994.

Even if another maelstrom reoccurs, this will be yet another opportunity for investors to achieve dramatically inferior portfolio performance, when they do not have a well - defined long - term asset allocation and re-balancing strategy in place and when they do not have the will to implement it consistently over time.

Don't worry about getting this perfect, as your Rep more than likely had no clue how to use asset allocation strategies when they sold you AFs in the first place.

That bodes well for commercial real estate, which continues to hold a place in the allocation strategy for high - net - worth and ultra-high-net-worth individuals and family offices...