Sentences with phrase «one's asset allocation decisions»

Can you make asset allocation decisions on your own and can you stick to an investment plan for the long - term?
Is there ever a place for active management in bonds, in alternative investments or maybe just in asset allocation decisions?
Funds with inconsistent style may reduce the effectiveness of asset allocation decisions.
The report confirmed that more than 90 % of the variation in portfolio return is explained by asset allocation decisions.
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.
In charting asset allocation decisions, we see the current situation as a replay of the economy of 2004 - 2007, but with some key differences.
At first glance, many investors assume that the basic asset allocation decision is an easy one.
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.
In contrast, a tactical asset allocation decision to raise cash makes it possible to acquire shares of stock or bond ETFs at lower prices in the future.
Overall asset allocation decisions are made collectively by the portfolio managers.
Such active asset allocation decisions may better enable the portfolios to take advantage of short - to medium - term opportunities and market conditions.
He is also responsible for various asset allocation decisions and for setting tax policy.
Knowing your own risk tolerance will help you make asset allocation decisions more effectively.
These 5 value strategies provide a foundation for making sound asset allocation decisions.
Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.
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.
Instead of market timing based on valuation many let their emotions cause them to make detrimental asset allocation decisions.
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.
Age - based automatic investment plans are where someone else is making the investment and asset allocation decisions for you.
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.
In charting asset allocation decisions, we see the current situation as a replay of the economy of 2004 - 2007, but with some key differences.
To understand what this means, let's go back to the basic asset allocation decision that all investment begins with.
Overall asset allocation decisions are made collectively by the portfolio management team.
I was as usual making the case that investors need to pay more attention to valuations when making asset allocation decisions.
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.
Analyze your investment strategy, review asset allocation decisions, and create an income strategy.
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.
The fund will make asset allocation decisions based on two driving factors: the 200 day moving average for the S&P 500 index as well as the bond yield curve.
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.
The long - term asset allocation decision is the holy grail for individual investors, who should not be traders.
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.
This book uses Modern Portfolio Theory in order to analyze 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
«Research has long shown that asset allocation decisions explain over 90 % of the variance in portfolio returns.
The managers are making tactical asset allocation decisions that will cause the funds» performance to vary considerably from a true index fund.
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.»
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