Sentences with phrase «down asset allocation strategy»

Neither the top - down asset allocation strategy or bottom - up stock selection, explicitly addresses systematic risk.

Not exact matches

Individual investors can implement momentum and / or value allocation strategies for asset classes (again, via low - fee funds, keeping search and trading costs down).

Whatever your withdrawal strategy, keep in mind that you should draw down your savings in a way that doesn't skew the asset allocation in your nest egg away from your target by drawing too heavily on stocks or bonds.

«They are using ETFs to obtain investment exposures in core portfolio allocations, and as building blocks in top - down strategies that create alpha through asset allocation, as opposed to security selection,» the analysis states.

Being old fashioned, I gravitate to basics such as: — pay down all debt as quickly as is reasonably possible — broadly diversify across at least 5 asset classes — keep expenses low — its OK to have an advisor for their expertise in security selection but never give an advisor control over how your money is invested i.e. style, strategy, asset allocation — if you want to take a flyer on a hunch (and we all do at some point) take the funds out of your core investment account and create a «satelite» account

From stocks to bonds to asset allocation strategies, everything you read about is explained from the perspective of a new investor so you don't get bogged down with concepts and jargon you don't understand.

2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»

Reviewing your portfolio at least annually, or even quarterly, in collaboration with a financial professional, can identify opportunities to adjust assets to keep your financial strategy on track Consider how, as the market moves up or down, rebalancing is required to keep a portfolio's mix of assets in line with target allocations.

The answer to this question boils down to prudent use of three simple portfolio construction strategies: Asset selection, sector allocation and global diversification.