Sentences with phrase «recommended allocation to equities»

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

To demonstrate the framework, Idzorek explains, the team first ran a hypothetical plan of 10 participants of different ages through Morningstar's managed account engine to come up with a recommended allocation to equities.

Not exact matches

'' [Bank of America Merrill Lynch's] Sell Side Indicator, which tracks Wall Street Strategists» average recommended allocation to US equities, currently sits at just 52 %,» Subramanian notes.

We recommend an above - average allocation to international equity investments.

In sum, an explicit allocation of close to 30 % of the equity portfolio to foreign securities, which on average experts recommended, may be on the high side.

My reason for converting to an all - equity portfolio was the hope that our readers would understand that we were not recommending an all - equity portfolio as the ultimate personal asset allocation for all investors.

The same comparison of recommended equity allocation can also be used to evaluate a hybrid QDIA vehicle — one for which a target - date fund (TDF) is used for the younger demographic then participants would move to a managed account at a certain age.

Due to the limitation of other indexes, which were excluded from this illustration due to their shorter time periods, the allocation represented may be more general than an actual recommended allocation (for example, it may exclude particular styles and subsets within equity and fixed income).

Check out «Stocks for the Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 100 %.