Sentences with phrase «overview of asset allocation»

Not exact matches

Cousins found that Sulyma had actual knowledge of the facts underlying his substantive claims because the financial disclosures provided information about plan asset allocation and an overview of the logic behind investment strategy.

For an overview of the full process read the LB Ratings User Guide and the fund category / asset allocation guide.

This overview of six common asset allocation approaches will help you determine which method will work best for your portfolio.

The asset allocation, indexes, and methodology utilized are broad and simplified, and intended solely for the purpose of providing an overview demonstration.

8 Asset Allocation Overview Asset allocation is the first step of portfolAllocation Overview Asset allocation is the first step of portfolallocation is the first step of portfolio design.

But the main thing is to get an accurate overview of your current asset allocation, since the split between stocks and bonds will largely determine how your portfolio will fare in the future, regardless of whether the market declines or surges.

Though I disagree with the author's use of junk bonds within portfolios, overall this book is an excellent overview of investment asset allocation strategies.

Overview: William Bernstein (author of The Intelligent Asset Allocator) developed this model portfolio for people looking for a little more risk with potential higher returns than your average allocation.

Overview: The Core Four portfolio by Rick Ferri (author of All About Asset Allocation and All About Index Funds) focuses on 4 Vanguard funds as the basis of the portfolio.

: An Insurance Puzzle,» Geneva Papers on Risk and Insurance Theory, June 2003; Michael Braun and Alexander Muermann, «The Impact of Regret on the Demand for Insurance,» Journal of Risk and Insurance, December 2004; Peng Chen, Roger G. Ibbotson, Moshe A. Milevsky and Kevin X. Zhu, «Human Capital, Asset Allocation, and Life Insurance,» Financial Analysts Journal, January / February 2006; and Craig McCann and Dengpan Luo, «An Overview of Equity - Indexed Annuities,» Securities Litigation & Consulting Group, February 2006.