Sentences with phrase «certain asset allocation»

These investment options are intended to be sold to certain asset allocation portfolios and to separate accounts of Transamerica Life Insurance Company or Transamerica Financial Life Insurance Company to fund the benefits under certain individual flexible premium variable insurance policies.

Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.

My comment on this is as follows: if you have a certain asset allocation between investment grade bond etf and a stock etf and provided that you rebalance once the stock part gets high (high pe), you will tick all Graham's recommendations.

Rather, it is investors» desires to hold certain asset allocations between stocks, bonds and cash that determine stock prices.

Not exact matches

He said that product management would run like «asset allocation» in which we would allocate a certain percent of dev to different purposes each quarter and, once set, they couldn't be changed.

Paragraphs (b)(2)(iv)(C) and (D) require asset allocation models to contain specific information if they furnish and provide certain specified investment educational information.

The Department also revised the final rule to allow asset allocation models and interactive investment materials to identify specific investment alternatives under ERISA - covered and other plans if certain conditions are met.

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

Certain factors, such as the performance of the stock market, the pace of distributions from our funds and from the funds of other asset managers or the asset allocation rules or regulations or investment policies to which such third - party investors are subject, could inhibit or restrict the ability of third - party investors to make investments in our investment funds.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

Quantifying your desired outcome, such as an after fee incremental return goal, or a certain decrease in max drawdown, can further refine the asset allocation decision.

IB Asset Management's Asset Allocation portfolios are made up of whole and / or fractional holdings of ETFs and in certain cases, individual stocks.

Hence the fund managers are allowed certain flexibility in altering the asset allocation considering the interest of the investors.

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

Because of proper asset allocation and the outperformance of certain managed funds, most of my clients lost far less than the S&P 500 in 2008 and the majority of them still beat the S&P 500 to the upside in 2009.

Unfortunately any investor must still choose how to diversify, so they still must learn to make sound investing decisions (portfolio asset allocation requires that an investor actively make certain choices even if it is to buy low fee index funds / ETfs).

Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them.

But the ones that are Target Date Funds will automatically, without you having to do anything someone else does it for you, shift the asset allocation to have the right risk for typical investors trying to retire at a certain point.

Interactive Brokers Asset Management's (IB Asset Management) Asset Allocation portfolios are made up of whole and / or fractional holdings of Exchange Traded Funds (ETF) and in certain cases individual stocks.

There is no way I can time the market, but, there are certain numbers you can pay attention to that help you make informed decisions on your asset allocation.

Certain personality traits may help or hinder, but you need to think about those things when you set up your asset allocation.

Although there's never any certainty in investing, the studies indicate that fine tuning your asset allocation beyond that of a typical target - date fund is likely (but not certain) to provide a higher return in the long run.

The only thing you can do to make things worse for yourself in the long run is to change your allocation in response to weak performance from certain assets.

He presents some example situations where investors should hold different asset classes, and presents some asset allocations that might apply to certain groups of investors.

While we can only hope the the credit crunch, financial markets crash, recession, and near depression of 2008 and 2009, is an aberation and not the new normal, it is instructive to look at a few data points to see what happened to the apparent asset allocation percentages at certain points during this crisis.

The allocation of assets is done automatically, at certain ages, so the owner doesn't have to worry about managing the direction of the investment.

The service also supports tax - loss harvesting and automatic rebalancing if your portfolio diverges by a certain amount from your selected asset allocation.

As certain kinds of assets (like stocks or bonds) perform better or worse than others, your target allocation (the percentage mix of various investments that you've chosen) will get out of whack.

So asset allocation says you always keep your allocation at a certain percentage (perhaps adjusting for age) and as one asset class over performs you will sell some of it to buy the under performing asset class to get back to your expected ratios.

Rebalancing is the technical asset allocation term that basically means this: At certain pre-defined intervals, you reshuffle asset class (mutual fund) amounts back to their original recommended asset allocation weights.

Modern Portfolio Theory is based on the idea that certain types of investment risk can be mitigated through a strategic pattern of diversification and asset allocation.

A Purchase Price Allocation (PPA) estimates the fair value of certain tangible and financial assets acquired in accordance with Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 805, Business Combinations...