Sentences with phrase «static model allocations»

These «new» dynamic asset allocation models have no effect on the «old» static model allocations, strategy, fund picks, or anything else.

Not exact matches

Backtesting this strategy is more difficult than a simple risk - parity or static asset allocation model.

First, what the regular static passively - managed asset allocation models are in a nutshell: 17 asset classes are chosen, their weightings are assigned (based on five investor risk temperament levels), and then they're funded using mutual funds.

He notes: «While model portfo - lios are important in helping investors diversify within their risk tolerances, there is solid evidence that active asset allocation, as opposed to staying in a static portfolio, tremendously enhances returns during troubled times - which means going defensive in terms of asset allocation.»