Sentences with phrase «strategic asset allocation portfolios»

If so, it will be interesting to see how effective these strategic asset allocation portfolios are in wealth accumulation and preventing the type of actual investor results which have been documented in years of DALBAR Quantitative Analysis of Investor Behavior studies.

In a strategic asset allocation the portfolio mix is fixed according to the investor's profile.

Not exact matches

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

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

Dirk Hofschire, senior vice president of asset allocation research at Fidelity Investments, explains why, and what it may mean for investors in his monthly market catch - up with Lars Schuster, institutional portfolio manager for Strategic Advisers, Inc., a Fidelity Investments company.

Other responsibilities include developing capital market assumptions and strategic asset allocations, providing tactical advice, conducting asset class research, assisting in portfolio management, writing commentary for investment publications, and providing investment guidance for financial advisors and clients.

Unlocking the value of our portfolio through strategic management, NOI growth, asset repositioning and disciplined capital allocation.

He leads a team of over twenty portfolio managers, analysts and traders who are responsible for strategic and tactical asset allocation, currency management and absolute return strategies.

Portfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your pPortfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your portfolioportfolio.

His primary responsibilities include macroeconomic research, strategic asset allocation, portfolio construction and individual security selection.

For this reason we believe that a traditional strategic asset allocation approach based on modern portfolio theory is suboptimal.

Strategic asset allocation describes a model in which the portfolio mix of assets is fixed according to the individual investor's profile.

Furthermore, an allocation to commodities in a tactical asset allocation using monetary conditions consistently outperforms both a strategic commodities allocation and an all - equity portfolio.

The Portfolio is based on a strategic asset allocation.

We invest in accordance with the investor's strategic asset allocation, and when the market carries asset - class weights away from their targets, we sell part of the overweighted ones (typically the ones that have appreciated) and we reinvest the proceeds into the underweighted asset classes (typically those that have depreciated) in order to bring the portfolio back to its strategic asset allocation.

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

If equity has gone over-weight in your portfolio compared to your Strategic Asset Allocation (which depends on age, investment horizon, liquidity requirement, etc.) we suggest not to withdraw.

We also demonstrated the conceptual and empirical validity of implementing portfolio allocations based on a true risk target that is commensurate with each individual's risk tolerance, rather than on static Strategic Asset Allocation percentages.

Strategic asset allocation, or long - term portfolio building through specific proportions of classes of investments, is next on the list, Mr. Robinson said.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

A strategic asset allocation model is one in which the mix of portfolio assets is fixed according to the individual investor's profile.

Modern Portfolio Theory is based on the idea that certain types of investment risk can be mitigated through a strategic pattern of diversification and asset allocation.

American Capital came under activist pressure in November when Elliott Management Corp. unveiled an 8.4 percent stake in the asset manager, calling for new directors, a strategic review, cost cuts and a review of its portfolio and capital allocation.