Sentences with phrase «on tactical asset»

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.

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.

Not exact matches

In a sense, tactical asset allocation is like value investing, only on a macroeconomic scale.

The PRC sets ranges for the balanced asset mix and makes tactical adjustments based on bottom - up forecasted returns, relative valuations and an assessment of economic and market data.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

We also connected the client with independent strategic and tactical investment advice on asset allocation and risk management.

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.

Our comprehensive macro, strategic and tactical analysis allows us to identify motivated sellers, and mispriced «on» and «off - market» assets in target locations.

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.

A value oriented tactical asset allocation puts the focus on owning assets priced below their intrinsic value.

Our Investment Committee meets weekly to direct tactical asset allocation based on the most current investment research.

Juicy Excerpt # 27: Wade, as you may be aware, John Bogle has mentioned what he calls tactical asset allocation in his book, Common sense on Mutual Funds (pg 66 - 67).

Juicy Excerpt: The problem is that the people who engage in tactical asset allocation are not clear on when allocation changes should be made or how large they should be on how they will know whether the changes will be successful or not.

The GPMM series provides global diversification based on market fundamentals — a tactical asset allocation that aims to help investors maintain long - term investment discipline.

Rather than follow a «buy and hold» strategy, our Investment Committee meets weekly to direct tactical asset allocation, based on the most current investment research.

Over the next week I will introduce 3 commission free ETF portfolios on Scott's Investments using tactical asset allocation to allocate funds among 10 different ETFs within each portfolio.

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.

«tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

They also use practices such as «tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

Calpers most recent tactical asset allocation back into bonds from DM equity will not be soon enough or far enough down the ratings spectrum to provide an air bag for the coming head on collision.

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

The portfolio will typically allocate 60 % of its assets to equity securities, though this percentage can vary based on the Adviser's tactical decisions

This bias is behind much of the criticism of buy - and - hold investors, especially by advisers who believe they can make tactical moves — overweighting asset classes or sectors based on current market conditions — to improve returns.

Rather than relying on a static 60 % / 40 % allocation to stocks and bonds, «The New 60/40» asks investors to consider blending a 60/40 mix of traditional assets with tactical and alternative strategies.

For those who appreciate Franklin Templeton's strong focus on bottom - up analysis in individual security selection, the complementary nature of our approach to tactical asset allocation offers a potential added benefit.»

The «tactical» part involves using market timing to move in and out of these asset classes based on 10 - month moving averages.

This tool allows you to test different market timing and tactical asset allocation models based on moving averages, momentum, market valuation and target volatility.

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.

With a particular concentration on IT procurement, Robert's sourcing experience ranges from solving large - scale tactical procurement and outsourcing issues and to managing the business process service procurement arrangements and mission - critical data, IP, and other high - value portfolios of intangible assets.

• Conducted quantitative analysis, modeling and system approaches • Documented activities and designed systems with the technology department • Developed tactical plans for strategic direction • Used independent review and testing on primary market models in the BoA Investment division • Evaluated hedging in the Mortgage Serving Rights assets