The «asset planning» vogue of the 1990s, using historical returns and correlations to establish
policy asset mix, increased pension plan equity exposure towards 70 % at the expense of fixed income which dropped towards 30 %.
This makes for a «normal»
policy asset mix of 40 % Canadian equities, 30 % foreign equities and 30 % in fixed income.
Not exact matches
Japanese
policy - makers on the balance express confidence so far that the
policy mix has demonstrated an unexpected degree of success so far (thanks to appreciation in risk
asset markets) alongside the credibility boost offered by the (so far) uneventful implementation of the April consumption tax hike from 5 % to 8 %.
The company's chairman says that the improvement stems from a better product
mix, enhanced productivity - and the company's new
asset - light
policy and divestment from unprofitable business.
We work closely with these individuals to develop an investment
policy and
asset mix strategy customized to their specific financial objectives, time horizon, risk sensitivity, cash flow needs, and tax considerations.
During the process of creating an investor
policy statement (IPS), factors such as required rate of return, acceptable risk levels, legal and liquidity requirements, taxes, time horizon and unique circumstances are analyzed to settle on a strategic
mix of
assets to include in an investor's portfolio.