Sentences with phrase «asset allocation portfolios involves»

Not exact matches

If you've been on the site for awhile, you have a head start because we've already discussed the importance of a discipline known as asset allocation, which involves selecting among different asset classes to build a well - balanced portfolio that can weather different economic environments, tax regimes, global conditions, inflation or deflation, and a host of other variables that history has shown will fluctuate over time.

He is involved in portfolio management specializing in small cap Canadian firms, with a special interest in asset allocation.

Portfolio allocation involves determining what percentage of a portfolio should be allocated to each assPortfolio allocation involves determining what percentage of a portfolio should be allocated to each assportfolio should be allocated to each asset class.

Even the SEC gets involved by defining asset allocation as «dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.»

Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.

Rebalancing involves routinely buying or selling certain assets to maintain the original desired asset allocation within a portfolio.

It involves a continual management of risk through frequent portfolio rebalancing to a flexible asset allocation target.

There you have it — determining the best asset allocation for your portfolio involves a combination of:

Mr. Armstrong has served a number of times as an Expert Witness in arbitrations, mediations and Federal lawsuits involving fiduciary standards, suitability, asset allocation, risk control, portfolio construction, sustainable withdrawal rates, and market returns.

This involves setting allocations for various asset classes, then yearly rebalancing the portfolio when it deviates from the initial settings.

An asset allocation strategy that involves adjusting a portfolio to take advantage of perceived inefficiencies in the prices of securities in different asset classes or within sectors.

A caveat: Sometimes it can be helpful to perform mental accounting tricks involving separate consideration of different pieces of your portfolio («buckets methods» of asset allocation, for instance).

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and asset categories, such as stocks, bonds, and cash.

Portfolio Strategies Using Asset Allocation for Protection and Growth Asset allocation involves both protecting assets and preserving purchasAllocation for Protection and Growth Asset allocation involves both protecting assets and preserving purchasallocation involves both protecting assets and preserving purchasing power.

Whether you limit yourself to tactical asset allocation, let an algorithm to define your portfolio or actively involve in stock picking, you definitely earn alpha (once again, not necessary positive).

Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involvedPortfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involvedportfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities