Sentences with phrase «of asset allocation decisions»

Funds with inconsistent style may reduce the effectiveness of asset allocation decisions.

Investors are putting risk at the centre of the asset allocation decision — and that's good news.

Not exact matches

The depth and breadth of our investment capabilities cover all asset classes, enabling asset allocation decisions to meet specific investment objectives and solve real client needs.

Instead, when building your portfolio, first think carefully about economic conditions, then make your asset allocation decision and after that, head to the back of the store.

However, the overwhelming growth in exotic ETFs means investors risk losing themselves in arcane ETF details at the expense of ignoring the big asset allocation decision.

In my opinion, corporate dividend growth policies are largely determined by the asset allocation decisions of the management teams.

The vast majority of 401 (k) participants did not make any asset allocation changes during the market downturn, but for those who did it was a fateful decision that had a lasting impact.

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!

In charting asset allocation decisions, we see the current situation as a replay of the economy of 2004 - 2007, but with some key differences.

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

Outside the U.S., asset allocation decisions are typically made by an independent board of trustees for the specific plan.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

The integration of gender diversity criteria into an investment portfolio should be considered alongside traditional asset allocation and overall investment strategy decisions.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Back then, when I asked this top producer how to become successful, he answered (and I'm paraphrasing here to the best of my memory) that I should not waste any more than 10 to 15 minutes making asset allocation decisions once I closed on a large account.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

More directly, attribution analysis measures the portfolio effects of a given manager's investment decisions, focusing especially on overall investment policy, asset allocation, security selection and activity.

Thus make a plan that keeps your spouse advised of investment decisions — for example, I prepare and review with her a monthly report on changes to investment value (against a melded S&P 500 benchmark), also quarterly net worth statements, and semi-annual asset allocation summaries.

Peter Bernstein, the widely respected financial economist and historian, suggested more than a decade ago that the process of putting asset allocation decisions on autopilot would need to come to an end.

Nannette Hechler - Fayd «herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocation decisions

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

Remember, you're already far better off than the vast majority of investors because you selected an asset allocation with your eyes wide open to its historical returns and volatility, so you can rest easily knowing that you made a well - educated decision.

However, when equity market volatility increases to a point that makes us uncomfortable, it is often this stable part of our portfolio that quells the inclination to make rash decisions, allowing us to stick with our asset allocations when times get tough.

According to the Wikipedia: Advocacy by an individual or by an advocacy group normally aim to influence public - policy and resource allocation decisions within political, economic, and social systems and institutions; it may be motivated from moral, ethical or faith principles or simply to protect an asset of interest.

In my opinion, corporate dividend growth policies are largely determined by the asset allocation decisions of the management teams.

In charting asset allocation decisions, we see the current situation as a replay of the economy of 2004 - 2007, but with some key differences.

Asset allocation is one of the most important decisions investors will likely make.

Determining an appropriate asset allocation is one of the most important decisions an investor will make.

I knew that asset allocation — the mix of stocks, bonds, real estate and other asset classes in a portfolio — is one of the most important decisions an investor will ever make, so I really wanted to get it right.

Are there some valuations that are so extreme that valuations should control the allocation decision regardless of the amount of assets held?

One of the most important decisions investors will ever make is their asset allocation — the percentage of stocks, bonds, cash and other asset classes in their portfolio.

Whether it's setting up and funding an IRA or just putting extra money aside for a rainy day, whatever the goal, how your money is invested, its asset allocation, and consistent rebalancing will be some of the most important decisions you'll make as an investor.

Allocation of assets among asset classes may hurt performance, and efforts to diversify risk through the use of leverage and allocation decisions may not be sAllocation of assets among asset classes may hurt performance, and efforts to diversify risk through the use of leverage and allocation decisions may not be sallocation decisions may not be successful.

However, the consensus among most financial professionals is that asset allocation is one of the most important decisions that investors make.

Tom presents Caution: Don't Always Invest Based on Others Predictions posted at StupidCents, saying, «The most important decision when it comes to you investments should be asset allocation, or the allocation of your portfolio to stocks and bonds.»

The report confirmed that more than 90 % of the variation in portfolio return is explained by asset allocation decisions.

The following value strategies will provide a framework for making your asset allocation investment decisions and avoiding many of the mistakes that create the behavior gap.

Asset allocation is the most important investment decision an investor will make in their portfolio because it explains most of the risk and return.

The one decision that impacts over 90 % of portfolios» performance is, again, this concept of asset allocation.

The primary emphasis of the second phase of the program is the creation of a multi-source longitudinal database that provides information on participant - level decisions with respect to participation, contributions, and asset allocation.

As it provides only a rough assessment of a hypothetical asset allocation, it should not be relied upon, nor form the primary basis for your investment, financial, tax - planning or retirement decisions.

This means that you do not change your asset allocation decision, because of tax considerations.

All of this means the decision comes down to weighing the third factor in the asset allocation decision: the willingness to take risk.

However, a large part of the book is devoted to asset allocation decisions, which should be based on «the ability, willingness and need to take risk.»

Illiquidity should be taken on with caution, and with more than enough compensation for the loss of flexibility in future asset allocation decisions and cash flow needs.

Consider this fund if you are seeking a balanced portfolio of stocks and fixed income securities and the oversight of an industry veteran (Tom Bradley) to make asset allocation and rebalancing decisions on your behalf.

The most important decision when it comes to you investments should be asset allocation, or the allocation of your portfolio to stocks and bonds.

The importance of using value strategies in asset allocation decisions can not be overstated.

For those interested in the prospects for equities — asset allocation, the most important decision and most common mistake — the support of stock buybacks is crucial.

Multi-Asset Solutions» Global Asset Allocation Views translate into a series of model portfolios to help investors make well - informed decisions about building and managing their portfolios.