Sentences with phrase «allocation strategy says»

The basic asset allocation strategy says to have your age as the percent of bonds in your portfolio.

Not exact matches

«An element of caution needs to be built into a portfolio,» said Brian Singer, head of dynamic asset allocation strategies at William Blair and Co., «but the market is making it so expensive to put that caution into place.»

«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.

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

On the conference call, Apple CEO Tim Cook said Apple will review its cash - allocation strategy each year.

«This acquisition is exactly aligned with the strategy and capital allocation approach we've laid out,» HPE CEO Meg Whitman said in a statement.

That being said, some investors may feel they are missing out on potential returns when stocks or bonds rise above their set allocation levels during bull markets and their strategy calls for paring them back by rebalancing.

Albert Brenner, director of asset allocation strategy at People's United Bank, says...

I know much has been said about the conventional strategy of passive investing, which is to pick your asset classes according to correlations, rebalance often, and stick to your allocations, whatever the market does.

Ken Faulkenberry presents The Best Value Equity Asset Allocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management systAllocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management systStrategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management systAllocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management systallocation strategies will help investors develop a successful investment management syststrategies will help investors develop a successful investment management system.»

«If you find yourself wanting to adjust your allocation only due to current market conditions, you may find value in working with a financial planner to align your goals and investment strategy,» said financial advisor Gregory Curry of Pillar Financial Advisors.

«The reason you don't see a lot of money chasing long - term value strategies, particularly strategies like ours, is career risk,» said Ben Inker, GMO's co-head of asset allocation...

«The new strategy gives investors efficient access to a breadth of liquid real assets as a tool to diversify their existing allocations and complement their exposure from a risk perspective,» says John Vojticek, CIO and head of Liquid Real Assets.

In - plan investments that provide guaranteed income should be used as part of an overall allocation strategy, garnering only about 15 % to 30 % of a deferral, said Joseph Eck, vice president of the institutional solutions group for The Hartford.

The portfolio will also become a little more biased towards illiquid strategies — but PE will remain a minor allocation and, as I said, I can't imagine prime Swiss investment property being too hard to sell..!

I would suggest that you decide on the asset allocation that is right for you, and then decide on a strategy to reach that AA over a longer period, say 3 - 5 years.

For instance, let us say that you have 60 percent equity exposure and 40 percent exposure in debt, as a part of your asset allocation strategy.

«Equity risk remains the dominant risk factor within an investor's asset allocation, driving both corporate and public pension plans to continue their focus on reducing funding volatility by adjusting their asset allocation into strategies that are traditionally uncorrelated to equity corrections and drawdowns,» says Chris Adair, Senior Managing Director, Ryan Labs.

«January's stock market volatility may have skewed your allocations, so this would be a good time to rebalance to ensure you have a mix of assets that are appropriate to your risk tolerance and investment strategy,» she said.

That being said, I don't think you need to exactly match the fund choices they provide, just research asset allocation strategies and remember to adjust them as you get closer to retirement.

Such a strategy, he says, is more appropriate for more aggressive investors because «they tend to have lower allocations to fixed income overall.»

Some life insurance companies say they have a system that uses asset allocation strategies with their variable products.

The growing assets in defined contribution plans is a fundamental difference in today's market, says Martin Leibowitz, who has spent a career studying and writing about asset allocation and fixed income strategies.

«This survey was conducted immediately prior to a 10 % drop in equities prices and a spike in market volatility, so it's prescient that many institutional allocators were already planning significant allocations to alternative investment strategies, which offer investors the potential for downside protection as well as asymmetric returns that are uncorrelated to traditional market risks,» Ron Biscardi, Context's co-founder and chief executive, said in a statement.

Justin Harmon, a spokesman for Cooper Union, said the board's investment committee had a new head who was taking a «fresh look» at its asset allocation strategy.

In an interview with National Law Review, Steven R. Petrie, Chief Strategy Officer at Faegre Baker Daniels LLP, said «I do believe that the most effective and successful firms will be those who continue to shift their overall allocation of marketing resources, toward the one - to - one, ground - game activities that are characteristic of true business development.»

The allocation strategy recognizes the inequalities in funding to clinics over the years as poverty changed its postal code, says Cynthia Harper, LAO's director general for the Toronto central district.

This calls for a specific portfolio allocation strategy, which could have an added cost,» he said.