Sentences with phrase «asset mix decisions»

Once the asset mix decisions have been made, investment professionals from our Investment Management team are responsible for the selection of the specific securities and relative weightings of the securities that comprise each of our portfolio models.

From asset mix decisions to income withdrawal strategies, there are many factors to consider when converting from a retirement savings plan to a retirement income plan.

It's also a costly one, if the stats are correct that 80 % to 90 % of returns are attributable to the asset mix decision alone, not market timing, not securities selection, not luck.

Not exact matches

I knew that asset allocation — the mix of stocks, bonds, real estate and other asset classes in a portfolio — is one of the most important decisions an investor will ever make, so I really wanted to get it right.

However, if you prefer to make the asset allocation decision on your own, one of our signature large - cap strategies can be an important part of your overall asset mix.