Sentences with phrase «several asset allocation»

They included my colleague Gerardo Rodriguez, who managed BlackRock's emerging markets multi-asset strategies, a representative from index provider MSCI and several asset allocation specialists.

Not exact matches

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

I've been pretty inactive for the past several years just sticking with index funds and asset allocation mixes.

Mr. Wander has published several articles on a variety of investment topics, including risk management, asset allocation, the analysis and use of hedge funds, the application of quantitative investment approaches, and other topics focusing on both theoretical and practical investment concepts.

With several decades until retirement you figure this asset allocation seems about right.

When considering how to rebalance your asset allocation, there are several alternatives to rebalancing.

Asset allocation is an investment strategy by which you balance your risk versus your reward by adjusting the percentage of each asset in your portfolio according to several metrics — your time frame, your risk tolerance, and your investment gAsset allocation is an investment strategy by which you balance your risk versus your reward by adjusting the percentage of each asset in your portfolio according to several metrics — your time frame, your risk tolerance, and your investment gasset in your portfolio according to several metrics — your time frame, your risk tolerance, and your investment goals.

Right now, the couple's investments — about $ 1.7 million — have an asset allocation of 25 % fixed income and 75 % equities, made up of several stocks, bonds, GICs, REITs and exchange traded funds (ETFs).

Hi — I've been using a spreadsheet in Google Docs based on this one to track my asset allocation for the past several years.

After spending several years in Toronto he returned to Montreal in 2002, where he joined CIBC Asset Management Inc.'s predecessor firm as leader of the Asset Allocation and Currency team.

Wrap Fee: A wrap fee is an amount charged to a client of an investment advisor for several services wrapped together, such as portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly performance reports.

Further, several long - term studies have concluded that asset allocation is responsible for between 80 % and 96 % of a portfolio's return profile.

There are several different types of risk that must be considered in the asset allocation process.

The asset allocation that is right for you, however, depends on several personal factors, such as life and financial goals, and will change over time with different life events.

In most cases you don't need to change the asset allocation of your retirement portfolio more than once every several years.

The information contained within the Research Affiliates Website regarding Asset Allocation and Expected Returns (www.researchaffiliates.com/assetallocation) may or may not represent real return forecasts for several asset classes and not for any Research Affiliates fund or straAsset Allocation and Expected Returns (www.researchaffiliates.com/assetallocation) may or may not represent real return forecasts for several asset classes and not for any Research Affiliates fund or straasset classes and not for any Research Affiliates fund or strategy.

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

Also known as a life cycle or age based fund, it uses several funds to build an asset allocation with a specific time frame or target date in mind.

James Montier, who is a member of GMO's Asset Allocation team, and the author of several books including «Value Investing: Tools and Techniques for Intelligent Investment,» «Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance,» and its little book equivalent «The Little Book of Behavioural Investing» is a scintillating public speaker and commentator on value and behavioral investing.

There are several variables to mix and match when developing a simple tactical asset allocation model like those detailed in Faber's book.

I have performed an asset allocation evaluation and determined that we need to shift several percentage points into equities.

VeriPlan supports several mechanisms for allocating assets permitting a comparison of projections based upon different asset allocations.

For example, several stakeholders stated that plan sponsors generally selected off - the - shelf TDFs because they are a conceptually simple, low - cost product that provides diversification and dynamic asset allocation throughout a participant's career.

Several years ago when I made my first real attempts at managing my own assets the idea of a fixed asset allocation strategy made a lot of sense.

Over the last several years, I have worked as an associate on the NNNNNNN Equity Team and later moved on to a role that provides coverage for ETFs, mostly from a product perspective but also increasingly from an asset allocation standpoint (i.e. portfolio construction, macro commentaries on major and sub-asset classes).

Asset allocation can be looked at as an enormous board game with about 25 buckets that hold money (each of the 25 buckets could contain several sub-buckets too).

He has recently been involved in several significant cases, such as the lengthy trial to determine the allocation of Nortel Inc.'s assets.

Life Insurance Solves Other Tax Problems Asset Allocation There are several versions of permanent life insurance.

ULIPs offer several fund categories as well — from large and mid-cap, ethical and index equity funds, to bond fund, short - term bond fund, liquid fund, and asset allocation fund.