In our toy example with the goal of constructing a low volatility equity portfolio,
our chosen allocation policy will be to weight the 30 DJIA stocks according to the ex-ante minimum variance portfolio, and rebalance the portfolio at the end of each month.
Not exact matches
The city council's restorative - justice investment is vaguely described as an «
allocation [that] will support the implementation of» the pilot program, «which will change the culture of the
chosen 15 schools approach to school disciplinary
policies.»
We recommend to our clients that they invest in such mutual funds in accordance with their
chosen asset
allocation plan and
policies developed in consultation with us.
Customization of
Policy: A group health plan can not be customized beyond a certain point as it is up to the organization to
choose a plan for its employees, depending on its employee count and overall budget
allocation.
Every three -
policy months, the
policy automatically rebalances the
allocation of the investments in various funds to the
allocation proportions as
chosen by the policyholder.
Every three -
policy months, the
policy automatically rebalances the
allocation of the investments in various funds to the
allocation proportions that were
chosen by the policyholder.
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 absence.
You can
choose on your own or take the lifecycle - based approach, where equity
allocation tapers as you age and get closer to
policy maturity.
Loyalty Additions: Based on the
policy term
chosen, loyalty additions will be paid in the form of extra
allocation of units to your unit linked fund (s), provided all premiums are paid till date.
The
allocation percent will depend upon the age at which the
policy is purchased and the
chosen sum assured.
For limited premium, the premium
allocation charge varies from 9 % to 3 % from 1st to 10th
policy year, depending on the
chosen premium pay term.