Sentences with phrase «asset allocation strategy based»

You have a predefined asset allocation strategy based on your goals and due to markets uptick your portfolio is not balanced as per initial plan.

Most 529 college savings plans offer an adaptive asset allocation strategy based on the age of the child or the number of years until enrollment.

In the November 2013 version of his paper entitled «Dynamic Asset Allocation Strategies Based on Unexpected Volatility», Valeriy Zakamulin investigates the ability of unexpected stock market volatility to predict future market returns.

Not exact matches

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

In their April 2016 paper entitled «Protective Asset Allocation (PAA): A Simple Momentum - Based Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-markeAllocation (PAA): A Simple Momentum - Based Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-market breBased Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-markeallocation strategy with crash protection based on multi-market brebased on multi-market breadth.

This has led to some investors exploring risk - factor - based asset allocation as a potential new framework for portfolio construction, and looking at alternative beta strategies in an effort to rectify the «defects» of conventional market portfolios.»

Features The Permanent Portfolio: Using Allocation to Build and Protect Wealth Based on Harry Browne's methodology, this strategy holds four distinct asset classes to take advantage of varying economic states.

Because cash is generally used as a short - term reserve, most investors develop an asset allocation strategy for their portfolios based primarily on the use of stocks and bonds.

The year before, an American investment analyst and libertarian named Harry Browne co-authored a book called Inflation - Proofing Your Investments, in which he laid out his own passive strategy based purely on asset allocation.

There are many things I like about the Permanent Portfolio, especially that it's a passive strategy based on asset allocation and diversification, rather than forecasting or security selection.

However, we believe a strategy of creating a well - diversified portfolio with an optimal asset allocation based upon your goals, time horizon and risk tolerance will help ease the anxiety over investing at all times.

However, because Dynamic Asset Allocation and Just - the - Basics utilize exchange - traded funds (ETFs), which are priced on a per - share basis, it's possible to use either of these strategies with a relatively small amount of money.

This one dynamic actively - managed asset allocation model uses exactly the same shell (and investment strategy), but the difference is the asset class weights are subject to change monthly based on market timing forecasts.

Risk parity strategies seek to limit overall portfolio volatility or risk, by diversifying the risk allocation, whereas traditional portfolios diversify based on asset allocation.

Rather than follow a «buy and hold» strategy, our Investment Committee meets weekly to direct tactical asset allocation, based on the most current investment research.

But plan sponsors can make a decision based on the manager's level of experience, investment philosophy, and most importantly its asset - allocation strategies.

An asset allocation strategy whereby there is a base portfolio value below which the portfolio is not allowed to drop.

Explore More Sophisticated Withdrawal Strategies if You Have a Lot of Savings: If you have sizable savings, you may prefer something more sophisticated with your assets: annuities, a bucket approach, varying your withdrawal amounts based on investment returns (applying floors and guardrails), setting up a bond ladder or establishing a more sophisticated allocation for your assets.

In this scenario, Index based investing as a part of larger asset allocation strategy is now beginning to gain ground among advisors and investment advisory platform alike.

Improving Risk - Adjusted Returns Using Market - Valuation - Based Tactical Asset Allocation Strategies — by Kenneth R. Solow, CFP ®, CLU, ChFC; Michael E. Kitces, CFP ®, CLU, ChFC, RHU, REBC; and Sauro Locatelli

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.

Based on our Defined Risk Strategy (DRS), Swan Defined Risk Funds are an absolute return type, risk - managed approach to asset allocation designed for growth investors.

Based on our Defined Risk Strategy, the Swan Defined Risk Emerging Markets Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on Emerging Markets eqBased on our Defined Risk Strategy, the Swan Defined Risk Emerging Markets Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on Emerging Markets eqbased on Emerging Markets equity.

StashAway charges the highest fees for a reason: They use a proprietary investment strategy called the Economic Regime - based Asset Allocation (ERAA), which is described in this intelligent - sounding article describing it (which I spent my Saturday night geeking out on because I have no life).

Your asset allocation strategy is based on specific objectives for investment return consistent with your acceptable level of risk.

The asset allocation strategy you choose for any Custom Strategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be imstrategy you choose for any Custom Strategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be imStrategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be important.

Based on our Defined Risk Strategy, the Swan Defined Risk Foreign Developed Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on investment in an equity index ETF (EAFA) of developed foreign marBased on our Defined Risk Strategy, the Swan Defined Risk Foreign Developed Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on investment in an equity index ETF (EAFA) of developed foreign marbased on investment in an equity index ETF (EAFA) of developed foreign markets.

Based on our Defined Risk Strategy, the Swan Defined Risk Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on U.S. equities / S & PBased on our Defined Risk Strategy, the Swan Defined Risk Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on U.S. equities / S & Pbased on U.S. equities / S & P 500.

The enticing names of most of these deals are: Age - based portfolios, age - based strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed allocation option, static portfolios, active portfolios, equity option, balanced option, asset - allocation options, fund - of - funds asset allocation option, years - to - college option, automatic allocation choice, etc..

Based on 50,000 ages of death for the second member of the couple, as well as 50,000 sequences of asset returns through each age of death, we were able to investigate the present value for the cost of retirement based on different asset allocation and product allocation strateBased on 50,000 ages of death for the second member of the couple, as well as 50,000 sequences of asset returns through each age of death, we were able to investigate the present value for the cost of retirement based on different asset allocation and product allocation stratebased on different asset allocation and product allocation 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.

2011 was the worst year for our passive asset allocation strategy - only the Conservative Fee - Based Model beat the S&P 500 for the year.

The asset allocation strategies are based on your investment goals, risk tolerance, time horizon and diversification.

Life stage and duration based strategy: We will manage your asset allocation.

You have an option to choose investment strategies based on your profile and risk appetite: - Lifestage and duration based strategy — we will manage your asset allocation based on your age and remaining years to your policy maturity - Self - Managed Strategy wherein your money will be allocated to your choice of fund (s) The Plan also offers Rising Star Benefit that ensures that your child's financial future is secured even in your strategy — we will manage your asset allocation based on your age and remaining years to your policy maturity - Self - Managed Strategy wherein your money will be allocated to your choice of fund (s) The Plan also offers Rising Star Benefit that ensures that your child's financial future is secured even in your Strategy wherein your money will be allocated to your choice of fund (s) The Plan also offers Rising Star Benefit that ensures that your child's financial future is secured even in your absence.

Under this investment strategy, you can opt for Target Maturity Option (a tailor - made solution through automatic asset allocation between equity and debt) or Life Stage Option (maintain a balance between equity and debt basis on your life - stage).

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients