Sentences with phrase «asset allocation decisions more»

Not exact matches

Back then, when I asked this top producer how to become successful, he answered (and I'm paraphrasing here to the best of my memory) that I should not waste any more than 10 to 15 minutes making asset allocation decisions once I closed on a large account.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

More directly, attribution analysis measures the portfolio effects of a given manager's investment decisions, focusing especially on overall investment policy, asset allocation, security selection and activity.

Peter Bernstein, the widely respected financial economist and historian, suggested more than a decade ago that the process of putting asset allocation decisions on autopilot would need to come to an end.

The report confirmed that more than 90 % of the variation in portfolio return is explained by asset allocation decisions.

Illiquidity should be taken on with caution, and with more than enough compensation for the loss of flexibility in future asset allocation decisions and cash flow needs.

Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.

But few investment decisions matter more than asset allocation.

Some financial experts believe that determining your asset allocation is the most important decision that you'll make with respect to your investments - that it's even more important than the individual investments you buy.

Peter Bernstein, the widely respected financial economist and historian, suggested more than a decade ago that the process of putting asset allocation decisions on autopilot would need to come to an end.

I do need to read / learn more about asset allocation so I can make a more educated decision in the future.

Each portfolio has in - depth analysis of the asset allocation, strategy, ETF holdings, risk / return profile, expenses analysis and more, which can help investors make better ETF investing decisions.

I was as usual making the case that investors need to pay more attention to valuations when making asset allocation decisions.

Second - guessing your asset allocation decisions because they «aren't working» this year will cost you much, much more than you can ever add with a 2 % tweak here and there.

Asset allocation may have a more significant affect on performance returns than industry weighting, stock selection, market timing or any other portfolio management decision.