Sentences with phrase «asset allocation policy»

Using this information, and that gained through personal consultations with you, we will develop your personalized asset allocation policy.

Roger Ibbotson and Paul Kaplan published a landmark study in 2001 titled «Does Asset Allocation Policy Explain 40 %, 90 %, or 100 % of Performance?»

His research paper «Relationship of Asset Allocation Policy and Portfolio Performance» has been published in esteemed research journals.

and maintain a relatively constant asset allocation policy.

Rather, it will shelter your portfolio from ad hoc revisions, made by either you or your portfolio manager, from a sound long - term asset allocation policy.

But if the inclination was to pick (a), perhaps risk tolerance isn't as high as originally estimated in a cool, logical state of mind and it might make sense to revisit the asset allocation policy now that stocks have recovered nicely.

Jordan: I'm not changing the asset allocation policy though I think stocks are a much better value than bonds here.

The juxtaposition of a powerful rally in US equities set against decelerating economic growth and rising political risks in many emerging market countries, we would argue, provided the foundation and incentives for many global asset allocators, such as pensions, endowments, sovereign wealth funds, etc., to shift their asset allocation policies in the direction of US equities and other mature industrial markets, and away from emerging market countries.

But investors wanting to lower portfolio volatility can do so by the asset allocation policy, not picking active mutual funds.

Tim then joined the Asset Consulting Group of Towers Perrin in 1989 and spent four years there consulting to institutional clients on manager search and asset allocation policy.

I tie my hands when it comes to asset allocation policy.

This article presents a framework for determining the contributions of different aspects of the investment management process — asset allocation policy, active asset allocation, and security selection — to the total return of investment portfolios.