Sentences with phrase «allocations based»

Collaborated with management, project, and stakeholder teams to define engineering project allocations based on current strategies as well as forecasted projections.

Depending on the contribution amount, market price, and number of selected securities, the program will diversify the allocations based on priority specified during enrollment.

I have been looking at varying allocations based on annual price changes alone.

Decide your allocations based on what you are comfortable with.

Some of the websites will even estimate asset allocations based on responses to the questionnaires.

We also demonstrated the conceptual and empirical validity of implementing portfolio allocations based on a true risk target that is commensurate with each individual's risk tolerance, rather than on static Strategic Asset Allocation percentages.

I started my SIP based on your 2016 list and wanted to re-validate my allocations based on your 2017 list.

He is excellent at keeping a diversified balanced portfolio with allocations based on market conditions.

The bottom - up view holds that risk can not be efficiently managed by a top down approach, shifting among asset allocations based upon constant changes in complex macroeconomic factors.

«Neutral» means hold current allocations based on risk tolerance and re-balance on volatility, like last February with the Brexit over-reaction.

Fifty - eight percent of asset managers offer asset allocations based solely on their own funds, but 50 % offer asset allocations based on their own funds plus outside managers.

Because Buy - and - Holders choose their stock allocations based on how stocks perform on average,...

Investment firms often publish recommended asset allocations based on their outlook for the relative performance of the stock, bond and money markets.

That is why investors need to have a flexible asset allocation that allows them to change their allocations based on the probability of success.

I'll be reorienting our current portfolio to improve on our allocations based on diversification concepts I've learned.

I believe you're very prudent to be risk - averse in terms of equity allocations based on CAPE.

But I don't alter my allocations based on what I think the general market is going to do or whether I think stocks in general (S&P) is overvalued.

In addition, CPS requests adjustments on prior - year GSA allocations based on property values that were subsequently reduced after the taxpayer filed a successful property tax appeal.

Today charter schools continue to receive their special education allocations based on the state's flawed system that sent more than

The new funding formula would overhaul school budget allocations based on «patchy and inconsistent» decisions, the spokesperson said, and instead fund schools according to the needs of their pupils.

Candidates use ELL performance criteria to establish allocations based on measured results, objectives, ELL needs.

That language is a bit confusing, because Title I is a formula grant program where districts receive fixed allocations based on the number of poor students they serve, as well as the overall funding levels in the state.

Price on carbon mitigated by free allocations based 50 % on historical emissions; Clean Air Act performance standards in 2016 determined by EPA

Allocations based on historical emissions and energy production with 20 % auction at start, phasing to 70 % auction by 2030

The councilwoman said she divided up the allocations based on need and the population of each of her neighborhoods.

We think investors should remain diversified in their bond portfolios and resist the temptation to change allocations based on news headlines or whimsical economic flavors of the month.

There are no serious professionals who change their portfolio allocations based on magazine cover indicators.

In talks with fund officials over the past year, Goldman executives presented an analysis of the fund's allocations based on publicly available data and suggested areas it could improve, such as where to spend the risk budget and whether to be more active or passive in certain portfolios, said the comptroller staffers, who spoke on the condition they not be named.

The key is really following an appropriate asset allocation based on your risk tolerance.

Here is a chart highlighting my current public investment allocation versus Personal Capital's recommended investment allocation based on my financial objectives.

What metric (rule of thumb) would you recommend for asset allocation based on age and risk appetite?

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

For those of us who really like to set it and forget it, many mutual fund companies offer funds that change their allocation based on your current age and, therefore, years to retirement age.

I've decided to keep the stock allocation based upon our age, but add other investments such as commodities, real estate and some cash, which takes away from the bond allocation.

«People should have an appropriate asset allocation based on their goals, time frame, and financial and psychological ability to take risk,» she added.

On a market allocation basis, the simple mathematics of compounding almost ensures that high returns and restrained volatility must go together in the long - run.

Betterment does not let you adjust your type of asset allocation based on the funds you have in your tax - advantaged account.

The portfolio began with a static allocation based on a simplistic and unleveraged interpretation of Ray Dalio and Bridgwater Associates «All - Weather» investment strategy.

By working with a professional, you can set up an asset allocation based on your projected future needs and risk tolerance.

A better approach is to set a long - term asset allocation based on your goals and your temperament and then rebalance according to a schedule.

You define the asset allocation based on your risk profile, time to retirement, etc., then you periodically sell the shares of the investments that have grown faster than the rest and buy more shares of the investments that are relatively cheaper.

Portfolio allocation — Personal Capital creates a visual chart showing your investments by asset category and compares it to a suggested allocation based on a survey of your investment goals and risk tolerance.

Or, you could choose a somewhat arbitrary number of sectors, and a desired allocation based on an arbitrary acceptable «balance» level.

SET PORTFOLIO RISK — Set your stock - to - bond allocation based on your risk tolerance.

While their investment recommendations vary to some degree, many of them use algorithms based on Modern portfolio theory (MPT) to aid in choosing diversified investments and asset allocation based on your risk tolerance.

However, we believe a strategy of creating a well - diversified portfolio with an optimal asset allocation based upon your goals, time horizon and risk tolerance will help ease the anxiety over investing at all times.

Our Investment Committee meets weekly to direct tactical asset allocation based on the most current investment research.

(i) move entirely out of equities and 100 % into GICs or, (ii) modify your asset allocation based on short - term macro-economic trends

If you'd like a set asset allocation based on the level of risk you're comfortable with, choose from a variety of traditional index or actively managed balanced funds.

For those of us who really like to set it and forget it, many mutual fund companies offer funds that change their allocation based on your current age and, therefore, years to retirement age.