Sentences with phrase «specific asset allocations»

Life cycle funds go by many names — strategic allocation, asset manager, personal strategy, life strategy, target retirement — but the common theme is that they offer specific asset allocations and investment selections for specific investment objectives — all bundled up in one fund.

Each fund is professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing.

Instead, I'd buy and hold according to the parameters specified by my specific asset allocation and long term investing goals.

Investors typically set a specific asset allocation in their investment portfolios to control risk and achieve their needed returns.

This investment portfolio seeks to provide an investment portfolio for participants who prefer to select an investment portfolio for its specific asset allocation.

IB Asset Management replicates the trading in these brokerage accounts in the accounts of clients investing in each specific Asset Allocation portfolio in order to implement its replication - based investment process; and

The specific asset allocation plan you choose is often less important than your ability to stick with it.

Each fund is professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing.

So, for your IRA it's good to compare the specific asset allocation of each fund, and the expense ratio involved to see which offers the best investment for you.

Central bank traders follow the investment policy enforced by the executive committees with specific asset allocation targets.

Not exact matches

Paragraphs (b)(2)(iv)(C) and (D) require asset allocation models to contain specific information if they furnish and provide certain specified investment educational information.

Studies have shown that your asset allocation has a bigger impact on your long - term returns than any specific fund you pick.

These different approaches offer a range of different services and different costs but, depending on the specific option, may provide professional asset allocation, investment management, and ongoing tax management.

The depth and breadth of our investment capabilities cover all asset classes, enabling asset allocation decisions to meet specific investment objectives and solve real client needs.

The Department also revised the final rule to allow asset allocation models and interactive investment materials to identify specific investment alternatives under ERISA - covered and other plans if certain conditions are met.

He is responsible for establishing long - term strategic asset allocation benchmarks, implementing client - specific allocations, and managing tax - free fixed income portfolios.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

My question is what asset allocations will allow for that specific situation or 3.5 % with money lasting around 70 years or so?

Rebalancing is the process of selling some assets and buying others to bring your portfolio in alignment with a target asset allocation, like a specific percentage of stocks and bonds.

Outside the U.S., asset allocation decisions are typically made by an independent board of trustees for the specific plan.

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.

Personal Capital will recommend the specific dollar amounts to invest or reinvest in each asset class to get you to an optimal asset allocation.

Asset allocation considers your entire investment profile and aligns with your specific needs, goals, time horizon, and risk and reward expectations.

In my personal portfolios (and my benchmark Sleepy Portfolio), I have allocated 5 % of the total value to REITs but don't have a good rationale for that specific number (other than it is the minimum allocation to any asset class in the portfolio).

Asset allocation is the percent of your total investable money you direct into specific investments.

A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.

For example, information about asset allocation models may not refer to specific investments, and other materials concurrently furnished by the advisor should not refer to investments available within the asset classes described in the models.

The asset allocation decision divides total investable funds by percent into specific investment categories.

For sampled investors, the sponsoring bank standardizes strategic asset allocation advice, but the advisors made available to investors by the bank have great latitude in recommending specific stocks.

Absent that, we don't believe there's any reason to think about changing your asset allocation in anticipation of a specific event.

The interviewer typically asks me about specific securities, asset allocation, economic backdrop as well as the impact of events (e.g., central bank monetary policy, mid-term elections, tax reform, etc.) This year, at the tail end of the interview, I fielded an atypical query.

It also include retirement planning, asset allocation, investment selection, college planning, lifetime income planning, and other topics depending upon each client's specific situation.

Robo - advisors get you to complete an online questionnaire to help come up with an asset allocation composed of specific ETFs that fit your circumstances, that then rebalances automatically.

An online investing platform might suggest an asset allocation, but you should also understand which specific equities you hold.

For a new investor with limited experience, investing in a low - cost index fund along with a goal - appropriate asset allocation strategy may give you a better risk - adjusted return than picking specific company stocks.

The essence of our investment philosophy is that capital markets work in the long run; a portfolio's risk is defined by its allocation among asset classes; and that security selection is a matter of constructing portfolios with specific expected return / risk characteristics at the lowest cost.

A type of mutual fund that is designed with a specific year in mind and takes care of asset allocation and rebalancing for you.

And, for any investor — not just those with substantial assets — we can provide a written asset allocation plan tailored to help you meet your specific goals.

The new Asset Allocation Interactive comes with two expected return models and the ability to blend models, creating portfolios based on investor - specific perspectives.

In my personal portfolios (and my benchmark Sleepy Portfolio), I have allocated 5 % of the total value to REITs but don't have a good rationale for that specific number (other than it is the minimum allocation to any asset class in the portfolio).

Considering that the prices of asset classes, and their respective sectors, usually rise and fall in tandem, the portfolio's total return can be more affected by its allocations than by the specific securities it holds, Investors Answers points out.

Arbor Investment Planner members receive a detailed easy to follow layout of my asset allocation and are provided with specific trade alerts each time a change is made in the portfolio.

The Information in the Asset Allocation Tool is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you.

Using a single year as the bootstrapping model retains the cross asset correlations for the configured portfolio allocation for each simulated year and avoids overweighting any specific year.

Specific information on matters such as asset allocation, risk tolerance and liquidity requirements are included in an IPS.

I would consider all the retirement accounts as one big portfolio, develop an overall plan and asset allocation, then buy specific funds in each account according to that master plan.

Gray Cardiff offers unhedged advice on market timing, asset allocation, specific stocks and mutual fund recommendations.

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.

It's a mutual fund built around an asset allocation based on a specific time frame or target date (usually a retirement date).

Because the average risk - averse investor holds the average portfolio asset allocation, this becomes the starting point in determining how a specific individual's portfolio might diverge from that average allocation.