As an industry, the ETF strategist space lacks standardization in terms of nomenclature — a so - called
global tactical portfolio might not mean the same type of exposure to different strategists — as well as any sort of rating system that allows you to compare and contrast similar model portfolios from different providers.
Not exact matches
First, my usual disclosure: I run an asset - allocation
portfolio that is low cost,
global and made up of mostly passive indexes and other strategies; I also run a
tactical portfolio that serves behavioral purposes.
K2 Advisors, Franklin Templeton Solutions, seeks to add value through active
portfolio management,
tactical allocation and diversification across four main hedge strategies: long short equity, relative value,
global macro and event driven.
His responsibilities include working closely with the
Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commod
Global Chief Investment Officer of Fixed Income and the
global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commod
global fixed income
portfolio teams to develop BlackRock's strategic and
tactical views on sector allocation within fixed income, currencies and commodities.
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.
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 portf
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 portf
Global Investments, a Toronto - based firm that employs
tactical asset allocation while using exchange - traded funds as the underlying holdings for its
portfolios.
Franklin Templeton
Global Allocation Fund seeks total return by investing in a diversified
portfolio of equity and fixed income securities supplemented by a
tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.
On this episode of the World Financial Podcast,
Portfolio Manager, Alessio de Longis, of the OppenheimerFunds
Global Allocation and US Dynamic Multifactor strategies rejoins us to help cut through the noise and highlight current
tactical positioning.