Sentences with phrase «of tactical asset allocation»

I can't tell if this is simple rebalancing, or if they're engaging in other forms of tactical asset allocation.

Michael: I agree that the fund uses some sort of tactical asset allocation, which would explain why a «growth» fund has more than 40 % in bonds.

Moreover, the opportunity set of a tactical asset allocation strategy is usually very broad.

The principles of a tactical asset allocation can be applied to asset categories, sub-categories, sectors, and individual investments.

The purpose of a tactical asset allocation strategy is to increase risk adjusted returns as compared to a fixed or strategic asset allocation.

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.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

The good work done over the last couple of years in the field of algorithmic tactical asset allocation strategies may start to pay off during the next economic regime shift.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

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.

One method is tactical asset allocation and the key to success here is to identify the asset classes which relatively outperform during the different periods of an economic cycle.

Seeing signs of reflation at work, the GIC recently made some strategic and tactical adjustments to our asset allocation models.

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.

With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.

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.

Of course, some would call such a strategy tactical asset allocation or market - timing, and they wouldn't be too far from the truth.

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.

One very effective tactical method to control risk is to have the freedom and flexibility to alter the broad asset allocation of the portfolios between stocks, bonds, cash, alternatives, etc..

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

During the 1990s Luc began to focus on tactical asset allocation and currency management in his position with the investment management division of a large Canadian financial institution.

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.

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.

There is no evidence that tactical asset allocation — that is, moving in and out of asset classes in an attempt to enhance returns — is an effective strategy over the long term.

AllocateSmartly tracks some of the most popular tactical asset allocation strategies, with thorough, up - to - date backtests, and users can combine the strategies to create and test their own custom model portfolio.

This strategy employs a tactical asset allocation framework optimizing a global asset pool of international equities and bonds.

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.

The rise of the strategy ETFs and tactical asset allocation has some worried that exchange - traded funds are losing their ties to traditional indexing.

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.

The investment objectives of Horizons HGM are to use flexible tactical asset allocation among multiple global asset classes to seek long term growth, while also seeking to protect against downside risk.

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

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

In addition to diversifying client portfolios not only by asset class, but also by investment strategy through an allocation to a tactical investment that uses a quantitative approach, Bainbridge highlighted the use of an absolute return fund and simply using cash.

It follows that the do - it - yourself investor should now concentrate on tactical asset allocation shifts that would enhance his / her probability of minimizing loss in either a sharp correction or an uglier bear.

Some investors advocate tactical asset allocation (TAA) or the practice of adjusting the portfolio mix of stocks, bonds and cash to economic and / or market conditions.

HAX, which charges a management fee of 0.70 % plus 20 % of the amount by which the ETF outperforms the S&P / TSX 60 Index aims to beat the index by following a tactical asset allocation strategy:

Moderate growth / income investors who have been emulating my tactical asset allocation at Pacific Park Financial, Inc., understand why we will continue to maintain our lower risk profile of 50 % equity (mostly large - cap domestic), 25 % bond (mostly investment grade) and 25 % cash / cash equivalents.

In my last post I examined the performance of the endowments (estimated) versus some publicly traded asset classes, allocations, and tactical models.

I decided to do some backtests of his original tactical asset allocation portfolios using relative strength instead of moving averages.

Last week I asked when using tactical asset allocation and ETF rotation systems, does the number of ETFs an investor chooses from impact returns?

When using tactical asset allocation and ETF rotation systems, does the number of ETFs an investor chooses from impact returns?

Those tests tend to support the effectiveness of momentum and tactical asset allocation as a portfolio strategy.

Faber does a lot of great work on his site and also has a new tactical asset allocation ETF coming out under the ticker GTAA.

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.

A recent Wells Fargo study suggests that 96 percent of performance is attributable to strategic and tactical asset allocation, rather than the selection of individual investments or other variables.

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.

A recent Morningstar interview with Jason Zweig focused on one of the alternatives that's being adopted — tactical asset allocation.

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.