Sentences with phrase «strategic asset mix»

Then we recommend the mix of stocks and bonds best suited for you — what we call a Strategic Asset Mix (SAM).

Our focus is on exploring your objectives and unique situation and then recommending a mix of stocks and bonds we feel is best suited for you — what we call a strategic asset mix, or SAM.

It is as a moderately active strategy since managers return to the portfolio's original strategic asset mix when desired short - term profits are achieved.

For this reason we recommend investors stick with their long - term or strategic asset mix over time.

Even if they have the time and inclination, very few investors have the discipline to maintain their strategic asset mix.

A look at why your strategic asset mix, or SAM, is the most valuable tool you have for balancing return and risk.

Not exact matches

Therefore, a strategic allocation to a mix of inflation - resistant asset classes may be a sensible approach.

A strategic allocation to a mix of inflation - resistant assets may help investors manage the risks of inflation.

Your strategic asset allocation is the default mix of assets that you intend to hold to help you reach your long - term goals.

During the process of creating an investor policy statement (IPS), factors such as required rate of return, acceptable risk levels, legal and liquidity requirements, taxes, time horizon and unique circumstances are analyzed to settle on a strategic mix of assets to include in an investor's portfolio.

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

You pick your strategic asset allocation, the right mix of stocks and bonds for you given your investment horizon and your risk tolerance, and you stick to it.

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

Or they may not shift their strategic asset allocation mix in line with your preferences.

For this reason, most wealth managers, institutions, and advisors practice Strategic Asset Allocation, which keeps investors fully invested in their target mix of stocks and bonds at all times.

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

The real estate transaction, which took place for a total value of approximately $ 70 million, allowed the transfer of an asset with relevant strategic and historical value, such as the Garage Traversi, to a qualified operator, that will carry on the developing process already begun by the bank, in order to define a transformation plan that will repose the asset on the market with a mixed - use destination.

OVERSTOCK, Baltimore, MD (6/2009 to 5/2012) SEO Analyst • Maintained current content by incorporating the right mix of content creation methods • Designed strategic content assets and programs to support strategic events • Created and uploaded compelling content based on clients» needs and business objectives • Ascertained that content quality and design and branding are upheld to maintain consistent writing styles • Monitored competitive market places for new design and content ideas