Sentences with phrase «strategic target asset allocation»

Not exact matches

Tactical asset allocation is the process of taking an active stance on the strategic asset allocation itself and adjusting these long - term target weights for a short period of time to capitalize on market or economic opportunities.

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.

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 process is based on top - down research, and is designed to systematically identify and target the successful market segments and investment themes of the future

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.

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.

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.