Sentences with phrase «other asset allocation strategies»

Compared to other asset allocation strategies, such as buy and hold, portfolio rebalancing, also known as constant mix, is most effective in volatile market conditions.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

Not exact matches

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.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

The barbell strategy is also increasingly used with reference to stock portfolios and asset allocation, with half the portfolio anchored in defensive, low - beta sectors or assets, and the other half in aggressive, high - beta sectors or assets.

Or, a potentially easier strategy is to stop putting new money into stocks for a while and concentrate your investments on the other asset classes until you're closer to your original allocation.

Our strategies captured these opportunities through higher allocations to these and other «riskier» diversifying assets.

Other factors that are important to developing an asset allocation strategy are your investment goals and time horizon.

The usual reason for caring is that the models come pre-populated with the picks, asset classes, current returns, allocations, and other features that you may want to integrate into your market timing strategies.

Financial professionals2 from HSBC Securities (USA) Inc. 3 can help you to develop a custom asset allocation strategy by taking the time to understand your risk tolerance, time horizon, financial goals, liquidity needs and other relevant factors.

There is evidence suggesting that commodities have historically delivered equity - like returns while smoothing overall volatility — in other words the best of both worlds when it comes to asset allocation strategies.

Talk to your financial advisor to ensure you have the right portfolio drawdown strategy, asset allocation and other sources of income to withstand a sudden drop in stock market prices.

The asset allocation strategy you choose for any Custom Strategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be imstrategy you choose for any Custom Strategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be imStrategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be important.

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.

Once they see what you're doing, they'll leave you alone, because compliance prefers low - turnover asset allocation using mutual funds (over the myriad of other harebrained investment strategies everyone else uses).

DAA takes a totally different approach to asset allocation than does Upgrading (and most of SMI's other strategies).

In other words, if the investor determines that 60 % equities, 30 % bonds, and 10 % cash is the target asset allocation, then that will be the target unless there is a change in the investor's goals and strategies, current financial status, or risk tolerance.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Some organizations have moved to a risk - centric allocation model, some now allocate to strategies rather than assets, and there are others that focus on liability matching.