Sentences with phrase «asset allocation decisions based»

The fund will make asset allocation decisions based on two driving factors: the 200 day moving average for the S&P 500 index as well as the bond yield curve.

Not exact matches

These investment decisions and active asset allocation shift based upon our views of the economy and market environment.
But generally, I'd be inclined to base your timing decisions on asset allocation as opposed to speculation or emotion.
Tom presents Caution: Don't Always Invest Based on Others Predictions posted at StupidCents, saying, «The most important decision when it comes to you investments should be asset allocation, or the allocation of your portfolio to stocks and bonds.»
True risk is not reaching your financial goals in your given investment horizon (much too subjective for generalized mathematical models)- this is the basis for my asset allocation decisions.
As it provides only a rough assessment of a hypothetical asset allocation, it should not be relied upon, nor form the primary basis for your investment, financial, tax - planning or retirement decisions.
However, a large part of the book is devoted to asset allocation decisions, which should be based on «the ability, willingness and need to take risk.»
But plan sponsors can make a decision based on the manager's level of experience, investment philosophy, and most importantly its asset - allocation strategies.
Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.
Asset allocation managers often use a so - called «black box,» a computer program that makes trading decisions based on a pre-selected set of rules for interpreting financial statistics.
Valuation - based investment decisions can be implemented in your asset allocation and individual investments.
Additional recent studies have validated valuation - based asset allocation in investment decisions.
To further reduce risk, asset allocation investment decisions should be based on valuation.
The evidence has validated his prognosis that using market valuation - based metrics in investment decisions increased the probability of outperforming passive or strategic asset allocation strategies.
That added value is based on a combination of factors, such as tax - efficient decisions and liability - relative asset allocation optimization that a financial advisor may provide.
Juicy Excerpt # 1: I will take steps in my final paper to test a wide variety of assumptions about asset allocation, valuation - based decision rules, whether the period is 10, 20, 30, or 40 years, lump - sum vs. dollar - cost averaging, and so on, and to show that the results are quite robust to changes in any of these assumptions.
Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stage in life.
Mutual Funds Tailoring Your Allocation to the Stage You're In With Life Cycle Funds Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stagAllocation to the Stage You're In With Life Cycle Funds Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stagallocation decision easy - one fund for one individual based on their stage in life.
Juicy Excerpt # 1: I will take steps in my final paper to test a wide variety of assumptions about asset allocation, valuation - based decision rules, whether the period is 10, 20, 30, or 40 years, lump - sum vs. dollar - cost averaging, and so on, and to show that the results are quite robust...
Fidelity may use its proprietary asset allocation research to make active asset allocation decisions in the Age - Based portfolios that invest in Fidelity Funds and Multi-Firm Funds.
Age - based automatic investment plans are where someone else is making the investment and asset allocation decisions for you.
Firms want a fair degree of price certainty in long - term investment decisions, and the allocation of carbon - based assets (like permits) make a reduction of permits in circulation in response to reductions in scientific uncertainty somewhat problematic.
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