Sentences with phrase «follow an allocation model»

Not exact matches

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

We run a model portfolio for subscribers to follow if they wish, with suggested capital allocations to each trade and this model portfolio has an annualised return on investment of 117 %.

If you can't find the right asset allocation to follow among these models, hit the contact button and let us know!

Wealthier people in America do not follow the conventional asset allocation model of buying bonds, i.e. age equals your bond percentage allocation or a 60/40 equities / fixed income split.

In student - based allocation models, dollars follow students and are tied to student characteristics, such as poverty or English language learner status.

That brings Australia's total allocation to 55, following an earlier boost of 10, and now 25, extra models.

The Investment Committee developed the asset allocation models by following the principles of Modern Portfolio Theory, asset allocation and diversification.

For example, the most recent moderate asset allocation model portfolio recommended by the S&P Capital IQ Investment Policy Committee (see in the November 24, 2014 edition of the S&P The Outlook), consists of the following allocations:

If you follow our moderate allocation model, for instance, you will need to select six funds: a large - cap stock fund, a mid-cap stock fund, a small - cap stock fund, an international stock fund, an emerging markets stock fund and an intermediate - term bond fund.

If you can't find the right asset allocation to follow among these models, hit the contact button and let us know!

Investors following the model portfolios may have achieved different returns, either higher or lower, than our quoted returns, based on the date they purchased the portfolios and / or the amount of deviation in their allocation percentages from the ones used to calculate model portfolio performance.

Input and produced Asset Allocation Models and Financial Plans for clients following initial interview and data gathering by the Registered Representatives.

Under the new allocation model the principal's leadership role is central and includes the following: