Sentences with phrase «review asset allocation decisions»
Not exact matches
The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.
https://www.sec.gov/
Thus make a plan that keeps your spouse advised of investment decisions — for example, I prepare and review with her a monthly report on changes to investment value (against a melded S&P 500 benchmark), also quarterly net worth statements, and semi-annual asset allocation summaries.
Personally I believe that this initial decision of asset allocation should be determined as a result of long term financial planning and a personal review of one's need to take risk, ability to take risk and desire to take risk.