Sentences with phrase «including tactical asset allocation»
He is responsible for the development and investment management of global asset allocation strategies including tactical asset allocation and real asset strategies.
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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.
He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.
The supported tactical asset allocation models include:
The most common strategies include strategic, tactical, constant weighting, and systemic asset allocation.
His work with clients includes aligning assets with long and short - term investment objectives, tactical asset allocation, and employing overlay strategies to enhance return and better manage risks.
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.
AlphaSimplex Group offers both alpha - generation and beta - capture strategies, including quantitative global macro, global tactical asset allocation, beta replication and beta hedging strategies.
Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.