Sentences with phrase «asset allocation strategies include»

The most generic asset allocation strategies include large cap and higher dividend stock funds.

He is responsible for the development and investment management of global asset allocation strategies including tactical asset allocation and real asset strategies.

Not exact matches

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Committee.

For example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset class.

Evaluation measures include progress against business model and growth strategies, client relationship management, staff retention, and the evolution of asset allocation and product strategy in line with investor needs.

Review the investments offered by the plan and be sure that your asset allocation and the investments selected dovetail with your retirement goals and fit with your overall investment strategy including assets held outside of the plan.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

Bespoke offers multiple strategies, including aggressive growth, conservative growth, conservative income, and asset allocation models.

Leading the investment team in delivering an investment strategy, including portfolio construction, manager selection and asset allocation activities.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

I modified our asset allocation strategy to include a 10 % allocation to Vanguard REIT and then re-balanced the entire portfolio to suck up the $ 400K in cash.

He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.

Swan's Defined Risk Strategy (DRS) was specifically built to compensate for limitation in asset allocation and some of the inherent weaknesses in stock selection, market timing, and asset allocation (including buy - and - hold investing).

Funds in this category include both funds with static allocations to alternative strategies and funds tactically allocating among alternative strategies and asset classes in response to anticipated market movements.

Kirsty is responsible for a broad array of customized portfolio strategies including the concepts of asset allocation, portfolio optimization, cash flow, tax efficiency and retirement planning.

They included my colleague Gerardo Rodriguez, who managed BlackRock's emerging markets multi-asset strategies, a representative from index provider MSCI and several asset allocation specialists.

The asset allocation and investment strategies are influenced by various data points including age, gender, savings rate, and value of outside assets.

An asset allocation strategy that refers to an all - encompassing strategy that includes consideration of capital market expectations and client risk tolerance.

The most common strategies include strategic, tactical, constant weighting, and systemic asset allocation.

Taxpayers often apply asset allocation strategies to reduce their total tax liability, including the use of tax - deferment accounts.

His work with clients includes aligning assets with long and short - term investment objectives, tactical asset allocation, and employing overlay strategies to enhance return and better manage risks.

The fund has a strategic allocation of assets primarily among equity, fixed - income and alternative (non-traditional) underlying fund investments (largely Franklin Templeton funds) and an income generation strategy, which will include derivatives.

Asset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious meAsset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious measset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious metals.

Topics include: Evaluating your investment strategy, investing in low interest rates, hedge fund performance and asset allocation for young investors.

ETF.com is out with a really good interview with Meb Faber discussing topics from his new book: Global Asset Allocation: A Survey of the World's Top Asset Allocation Strategies Topics of the interview include Asset Allocations, the effects of taxes and fees on your investment returns and more.

This presentation discusses strategies to help your clients fund a successful retirement, including asset allocation and risk management.

A sophisticated asset allocation strategy that includes Optimum Funds, a series of mutual funds from Delaware Investments1, and automatic portfolio rebalancing.

These objectives and constraints, considered in the light of investment market expectations (expected returns, return volatilities, and return correlations), will dictate the appropriate investment strategies to be followed, including asset allocation and selection, the investment style to be pursued, and the appropriate way to monitor and evaluate performance.

In general, the Adviser's duties include setting each Fund's overall investment strategies and asset allocation.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

AlphaSimplex Group offers both alpha - generation and beta - capture strategies, including quantitative global macro, global tactical asset allocation, beta replication and beta hedging strategies.

Our Age - Based Strategy includes portfolios that are managed according to the beneficiary's birth year with the asset allocation automatically becoming more conservative as the beneficiary nears college age.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

That's the case for most SMI readers, including those following SMI's Fund Upgrading, Dynamic Asset Allocation, or Sector Rotation strategies.

First, there is the asset allocation that IFA would advise to use which includes our glide path risk reduction strategy.

Your trading strategy should include your asset allocation and diversification moves — as a beginner, you should not have more than 5 % of your trading capital on any single trade.

Forward - looking information includes, but is not limited to the likelihood of the transaction closing as detailed in this news release or at all, the proposed use of proceeds and the expected closing date of the Offering, the receipt of required regulatory approvals including the TSX Venture Exchange, the impact of the appointments on the Company, the Company's projected asset allocations, business strategy and investment criteria, the timing for implementation of financial auditing and corporate governance standards applicable to cryptocurrencies and Initial Coin Offerings («ICO's»), the rate of cryptocurrency adoption and the resultant effect on the growth of the global cryptocurrency market capitalization.

Areas of expertise include asset allocation, investment strategy, and risk management.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

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 involved entities

This can involve unique strategies to deal with child custody issues such a parental alienation, or financial issues involving businesses and valuations, and determining assets and liabilities that should be included in a marital allocation at divorce.