Sentences with phrase «of active asset allocation»

Not exact matches

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

These investment decisions and active asset allocation shift based upon our views of the economy and market environment.

This active investing strategy keeps your asset allocations in the proportions you deem best and is a systematic way of selling high and buying low.

If the process of setting and maintaining an asset allocation seems complicated, there is a smart way for active investors to keep it simple, says Hallett.

Specifically, we believe the breadth of this universe and the diversity of possible risk and return outcomes not only means active management is essential, but that getting the overall asset allocation right is the single most important determinant of returns over time.

And while asset allocation is a necessarily active endeavor we should be mindful of how we are active so that we don't create benchmarks and goals that are inconsistent with the appropriate goals we should be setting for our savings.

Tactical asset allocation investing is an active strategy which allows portfolio managers to change their target asset allocation according to the valuation of assets.

The Liquid Real Assets group's investment approach focuses on active stock selection with a top - down global overlay of strategic allocation and risk management.

He notes: «While model portfo - lios are important in helping investors diversify within their risk tolerances, there is solid evidence that active asset allocation, as opposed to staying in a static portfolio, tremendously enhances returns during troubled times - which means going defensive in terms of asset allocation.»

Visit PaulMerriman.com to read more from one of our favorite nationally - recognized authorities on mutual funds, index investing, asset allocation and both buy - and - hold and active management strategies.

Similarly, any modification of a «fixed» asset allocation in response to a change in the investor's age or life circumstances also qualifies as active management.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

Tactical asset allocation is the process of taking an active stance on the strategic asset allocation itself and adjusting these long - term target weights for a short period of time to capitalize on market or economic opportunities.

Now, if the active fund manager decides to hold cash based on his analysis of the market, it distorts your asset allocation.

In addition, our data shows that the common refrain that active doesn't stand a chance versus passive index funds and ETFs is not true, and the focus on the active - passive debate often obscures the much more important issues of good savings habits, appropriate asset allocation, and taking a long - term view.

If you look at the active funds asset allocation and then compare that fund's return to a compilation of index funds with the same allocation you will notice the advantage of the index funds.

Amie Ko is a product manager for Research Affiliates» asset allocation and active equity strategies, responsible for creating educational and marketing content, developing messaging, and conducting analytics in support of these strategies.

Joel Greenblatt is talking about the «asset allocation» set of issues, which present a number of choices that both active and index investors must face.

In Table 1, the performance statistics of life cycle funds are given with the funds grouped in categories by fund asset allocation approach — active, fixed allocation, and transition.

Global tactical asset allocation (GTAA) is an active investment strategy that allocates assets among various asset classes, regions, countries, and currencies seeking to take advantage of inefficiencies between global markets.

Just like with individual stock market timing, Tactical Asset Allocation is unlikely to work as it requires insight into future markets and active management of your portfolio.

Active management in the environment of pure asset allocation usually outperforms passive management, when one can do even a mediocre job of picking mutual funds.

The enticing names of most of these deals are: Age - based portfolios, age - based strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed allocation option, static portfolios, active portfolios, equity option, balanced option, asset - allocation options, fund - of - funds asset allocation option, years - to - college option, automatic allocation choice, etc..

Such active asset allocation decisions may better enable the portfolios to take advantage of short - to medium - term opportunities and market conditions.

This article presents a framework for determining the contributions of different aspects of the investment management process — asset allocation policy, active asset allocation, and security selection — to the total return of investment portfolios.

Under the Self - Managed Option, the policyholder manages his investments himself and he has a choice of 6 investment funds to choose from namely — Exide Life Secure Fund, Exide Life Preserver Fund, Exide Life Growth Fund, Exide Life Balanced Fund, Exide Life Active Asset Allocation Fund and Exide Life Prime Equity Fund

For investors who lack the time and expertise to actively manage their funds, this plan has option of Exide Life Active Asset Allocation Fund.

The mentioned Benefit Illustration is for a male aged 30 years paying Rs. 10,000 p.m. for a premium payment term of 10 years and policy term of 10 years assuming 100 % investment in Exide Life Active Asset Allocation Fund.