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 stag
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 stag
allocation 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.