Sentences with phrase «on asset allocators»

MMD has been collecting data on asset allocators for over forty years so you can focus on business development and the value proposition your firm brings to institutions.

Not exact matches

William Bernstein, in The Intelligent Asset Allocator has the perfect take on this:

Chris is the first professional allocator I've spoken with who focuses specifically on venture capital funds, so I had a ton of questions for him on how to build a portfolio in an asset class known for uncertain, but often enormous, outcomes.

And predicting the future result based on current investments isn't the only function of the Asset Allocator.

No wonder William Bernstein quipped in his 2001 book, The Intelligent Asset Allocator: «If you are a twenty - something just beginning to save, then get down on your knees and pray for a market crash.»

Instead, most asset allocators should focus less on generating the highest return and more time on trying to achieve the appropriate return that will help them achieve their financial goals within the scope of their personal needs.

The CEO, Wasilenkoff, appears to be a great wheeler - dealer, buying assets for cents on the dollar, and hopefully a great capital allocator as well.

William Bernstein (the excellent author of The Intelligent Asset Allocator, The Four Pillars of Investing, etc.) had a good post on the Permanent Portfolio.

If you can't predict what's going to happen in the future, then your only value to clients as an investment adviser is to be a passive asset allocator (because the only other two ways of managing money - security selection and market timing, both depend on being able to predict the future).

Allocation: The Intelligent Asset Allocator Portfolio focuses on diversification and heavier weights to riskier asset classes to increase the likelihood of higher retAsset Allocator Portfolio focuses on diversification and heavier weights to riskier asset classes to increase the likelihood of higher retasset classes to increase the likelihood of higher returns.

I also am a big fan of The Four Pillars of Investing & The Intelligent Asset Allocator, and I also liked Common Sense on Mutual Funds, IFA's Index Funds 12 Step Program and The New Buffettology.

The main reason we did that (even though they're all useless in predicting future performance) is because publishing the Fee - Based Moderate Model's alpha number on the model demo, and the asset allocator demo properly proves how well it usually outperforms.

Every quarter (January, April, July, and October) the asset allocator models are automatically rebalanced (on the returns.xlsx spreadsheets), so in order to keep up and reap the benefits of asset allocation, you'll need to rebalance.

• Five asset allocator models made from the no - load variable annuity discussed on this page.

Chris is the first professional allocator I've spoken with who focuses specifically on venture capital funds, so I had a ton of questions for him on how to build a portfolio in an asset class known for uncertain, but often enormous, outcomes.

More than 300 institutional allocators, family offices and managers, representing more than $ 245 billion in cumulative assets under management, attended Context Summits Europe 2017, which was held in Barcelona, Spain on 7 - 9th May 2017 at the Hotel W Barcelona.

«Europe represents a major growth opportunity for the alternative asset management industry, and we are pleased to help facilitate conversations between European - focused allocators and managers via our one - on - one format,» said Mark Salameh, co-founder and CEO of Context Summits.

While over half of allocators said the debate around Trump's policy agenda will have little impact on their investment decisions, European allocators feel the increasing pressures of the European regulatory environment, the implications of Brexit and the nationalist movement are impacting asset allocation decisions in 2017.