Sentences with phrase «for tactical allocations»

«Investors are using them for tactical allocations like a transition vehicle,» Watts said.

If there is a market correction and equities take a beating, you can go for a tactical allocation by investing more in equities during such a period.

Not exact matches

Recall that the tactical asset allocation I've recommended for the start of 2012 is a 5/50/45 mix (5 % cash, 50 % fixed income, 45 % equities), and this is what I suggest for the typical income investor.

Other responsibilities include developing capital market assumptions and strategic asset allocations, providing tactical advice, conducting asset class research, assisting in portfolio management, writing commentary for investment publications, and providing investment guidance for financial advisors and clients.

Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

Then the manager overlays its individual stock selection strategy with a top - down, tactical sector allocation approach to position the portfolio for macroeconomic cycles.

At peak, this research helped steer the tactical allocation decisions for upwards of $ 10bn.

Justin Christofel is a portfolio manager and member of the BlackRock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation products and outcome - oriented solutions.

Alex Shingler is a portfolio manager and member of the Blackrock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation portfolios and outcome - oriented investment solutions.

The Sponsor believes that investors will be able to more effectively implement strategic and tactical asset allocation strategies that use Bitcoins by using the Shares instead of directly purchasing and holding Bitcoins, and for many investors, transaction costs related to the Shares will be lower than those associated with the direct purchase, storage and safekeeping of Bitcoins.

He leads a team of over twenty portfolio managers, analysts and traders who are responsible for strategic and tactical asset allocation, currency management and absolute return strategies.

He is responsible for the development and investment management of global asset allocation strategies including tactical asset allocation and real asset strategies.

ETFs can also be excellent tools, but many advisors use them for tactical asset allocation, sector plays and a lot of other nonsense that has nothing to do with passive investing.

It just earned its initial Morningstar rating of three stars within the «tactical allocation» universe for the «I» shares and two stars for the «A» shares for investors who pay the full load.

«The leading indicators are approaching a peak and as the share markets have already started poorly in March, investors should prepare themselves for having to reduce their tactical allocations to shares by the start of April, said chief strategist at Sparinvest, David Bakkegaard Karsbøl, in his montly comment for March.

The tactical asset allocation shift worked particularly well in 2015 as well as for the first 10 months of 2016; we largely sidestepped the bulk of two harrowing market pullbacks.

They've got a bunch of proprietary strategies for sector, industry and tactical allocations.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

For most of my retiree and near - retiree clients, I maintain three tactical asset allocation possibilities.

A tactical asset allocation should be used for portfolio risk control.

Valuation - based tactical asset allocation has proven very hard to execute over time, for a simple reason: Asset - class valuations do not exhibit much mean reversion.

I would have a difficult time applying a tactical asset allocation strategy with my portfolio because there are so many uncertainties that present themselves in the markets to allow for me to forge ahead with confidence.

Specifically, we looked at wealth accumulation for three investment strategies: (1) 100 % in the small - cap portfolio; (2) a strategic allocation of 85 % in the small - cap portfolio and 15 % in commodities; and (3) a tactical allocation of 85 % in the small - cap portfolio and 15 % in commodities during restrictive policy periods, and 100 % in the small - cap portfolio during expansive policy periods.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

«tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

They also use practices such as «tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

Calpers most recent tactical asset allocation back into bonds from DM equity will not be soon enough or far enough down the ratings spectrum to provide an air bag for the coming head on collision.

Lorne is a Vice President and Senior Portfolio Manager with the Investment Solutions Group where he specializes in investment strategy for the group and the development and enhancement of the quantitative and fundamental tactical asset allocation process.

Which is why the notion of increasing your odds for success by increasing the number of decisions you and / or your managers are making by adopting a tactical asset allocation approach is, in the end, counterintuitive.

Why would you settle for a boring 5 - 7 % return when you can get 10 - 12 % through value investing / forex trading / tactical asset allocation?

Bonds help in reducing that risk and assuming an investor put together a sensible asset allocation, IMO, they should not deviate from it for tactical reasons.

For those who appreciate Franklin Templeton's strong focus on bottom - up analysis in individual security selection, the complementary nature of our approach to tactical asset allocation offers a potential added benefit.»

«Combining our tactical asset allocation approach with underlying investment strategies leveraging the expertise of the Franklin, Templeton and Mutual Series investment teams presents investors with an attractive core allocation option for their portfolios.»

The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets.

Now, I use Gordon Equation as my fundamental analysis tool for tactical asset allocation investing and SMA 200 as my technical analysis tool for market timing and risk management.

Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

But it was not adequately accounted for in the tactical asset allocation models that became popular in the mid-1980s (aka «portfolio insurance»).

Evan Gentry is the CEO of M360 Advisors, LLC, responsible for fundraising and for establishing the strategic and tactical asset allocation of the funds managed by M360 Advisors, LLC.