Sentences with phrase «purpose of asset allocation»

At times like this you have to remind yourself that the entire purpose of asset allocation is to ensure that you're never taken by surprise by the market's next move.

If you do, then you're just stuck with US equity risk, which defeats the whole purpose of asset allocation / diversification.

The purpose of asset allocation funds is to provide investors with a single mutual fund that combines both growth and income objectives.

The purpose of asset allocation is to reduce risk by diversifying a portfolio.

BUT... that's the purpose of ASSET ALLOCATION!

The purpose of any asset allocation program is to try and generate acceptable risk - adjusted returns.

Not exact matches

He said that product management would run like «asset allocation» in which we would allocate a certain percent of dev to different purposes each quarter and, once set, they couldn't be changed.

The purpose of the survey is to determine your risk tolerance and to set asset allocations.

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.

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

Allocations may not total 100 % of net assets because the table includes the notional value of derivatives (the economic value for purposes of calculating periodic payment obligations), in addition to the market value of securities.

Note that the above chart is meant to show an approximation of future neutral asset allocation adjustment and is meant for illustration purposes only.

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

Managed Futures can be a valuable part of an overall asset allocation plan; their purpose is to add portfolio diversification, potentially reduce overall portfolio volatility and potentially achieve higher overall portfolio performance over time when compared to traditional investment portfolios alone.

The purpose of a tactical asset allocation strategy is to increase risk adjusted returns as compared to a fixed or strategic asset allocation.

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

The primary objective of the Fidelity Fund Portfolios — Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub) set of Fidelity's Target Asset Mixes (Tasset allocations of a (sub) set of Fidelity's Target Asset Mixes (TAsset Mixes (TAMs).

Investing in one target date fund for a particular goal such as retirement is ideal for purposes of monitoring your overall asset allocation.

The purpose of portfolio rebalancing is to keep the integrity of the original asset allocation.

MPT seeks to identify a portfolio allocation designed to offer the highest potential reward with the lowest amount of risk possible for any given level of risk, using broad diversification and historical data about asset class price fluctuation for this purpose.

Rents and Royalties could be considered in an «Equivalent Value» calculation, much like social security with a «present value» of cash flow calculation, for asset allocation purposes.

Its main purpose is to help make an organized list all of their investment assets needed for input into asset allocation, retirement, and other investment software.

The principal purpose of investing in ETFs is not to meet the sustainable and socially responsible investment criteria, but rather to help the Fund meet its investment objective by obtaining market exposure to its target asset allocation.

Perform responsibilities of generating information and analysis for the purpose of developing and supporting asset allocation decisions

Our real estate appraisals are used for a variety of purposes including financial reporting, asset management, collateral financing, strategic planning, estate planning, property tax appeals, litigation support, and purchase price allocation.