Sentences with phrase «follow strategic asset allocation»
When you follow strategic asset allocation in a planned and structured manner in tandem with your financial goals, you are on your way to wealth creation, in an efficient and effective manner.
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In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.