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.
Although our fund managers take a long - term approach to
key asset allocation decisions, they also review each portfolio on a daily basis and can make adjustments as needed.
Whether you invest aggressively or choose to keep you money safely on the sidelines, any investment choice you make, whether active or passive, is an
implicit asset allocation decision.
A management style that begins with an assessment of the overall economic environment and makes a
general asset allocation decision regarding the financial markets and various industry sectors.
He also comes to the conclusion that I do, that there are no easy
asset allocation decisions here, and that one should diversify widely in order to preserve assets.
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.
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.
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.
Fund managers are responsible for top -
down asset allocation decisions, while relying on experienced Eaton Vance investment teams for security selection and sub-sector allocation.
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.
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.
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.
Some people become concerned, if their
combined asset allocation decision and asset location decision means that all their cash would be held more optimally from a tax standpoint in their tax - advantaged retirement accounts versus in their taxable accounts.
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.
J.P. Morgan's Long - Term Capital Market Assumptions help investors and advisors around the world make better
strategic asset allocation decisions to achieve their long - term investment goals.
I have a plan to help my kids learn even younger than high school, by letting them «invest» their allowances and make
simple asset allocation decisions and watch their money grow or shrink with the market movements.
A lot of times, this creates a situation that has an emotional component that complicates the otherwise straight - forward decision - making process of
traditional asset allocation decisions.
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.
Perform responsibilities of generating information and analysis for the purpose of developing and supporting asset allocation decisions
Fund managers are responsible for top -
down asset allocation decisions, utilizing other Eaton Vance - sponsored portfolios and mutual funds for security selection and subsector allocation.
Fidelity may use its proprietary asset allocation research to make
active asset allocation decisions in the Age - Based portfolios that invest in Fidelity Funds and Multi-Firm Funds.
Thus, their underperformance suggests investors» timing
of asset allocation decisions must have been particularly poor, i.e., investors consistently bought assets that were overvalued and sold assets that were undervalued.»