Sentences with phrase «tactical allocation strategies»

Given the differences in the covariance structure of returns across alternative equity styles (price movements are not perfectly correlated), it is reasonable to question whether tactical allocation strategies are effective across alternative equity styles.

Funds can be customised to investors» targeted objectives and may include multi-asset, alternative or tactical allocation strategies.

According to the internal benchmark policy, the Portfolio Manager will use both ETFs and individual equities to implement its tactical allocation strategy in which the volatility of each of the underlying positions determines the amount of option hedging.

Not exact matches

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

The good work done over the last couple of years in the field of algorithmic tactical asset allocation strategies may start to pay off during the next economic regime shift.

K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies:...

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.

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

Then the manager overlays its individual stock selection strategy with a top - down, tactical sector allocation approach to position the portfolio for macroeconomic cycles.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

Justin Christofel is a portfolio manager and member of the BlackRock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation products and outcome - oriented solutions.

Alex Shingler is a portfolio manager and member of the Blackrock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation portfolios and outcome - oriented investment solutions.

We have created a long - only equity strategy that aims to beat the S&P 500 total return benchmark by using tactical allocation algorithms to invest in equity ETFs.

The Sponsor believes that investors will be able to more effectively implement strategic and tactical asset allocation strategies that use Bitcoins by using the Shares instead of directly purchasing and holding Bitcoins, and for many investors, transaction costs related to the Shares will be lower than those associated with the direct purchase, storage and safekeeping of Bitcoins.

Of course, some would call such a strategy tactical asset allocation or market - timing, and they wouldn't be too far from the truth.

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.

He is responsible for the development and investment management of global asset allocation strategies including tactical asset allocation and real asset strategies.

He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.

There is no evidence that tactical asset allocation — that is, moving in and out of asset classes in an attempt to enhance returns — is an effective strategy over the long term.

AllocateSmartly tracks some of the most popular tactical asset allocation strategies, with thorough, up - to - date backtests, and users can combine the strategies to create and test their own custom model portfolio.

This strategy employs a tactical asset allocation framework optimizing a global asset pool of international equities and bonds.

The rise of the strategy ETFs and tactical asset allocation has some worried that exchange - traded funds are losing their ties to traditional indexing.

They've got a bunch of proprietary strategies for sector, industry and tactical allocations.

The plan is to invest, using a tactical sector allocation strategy, in sector ETFs.

A tactical asset allocation provides the value investor a dynamic investment allocation strategy that adjusts to favorable and unfavorable valuations.

The purpose of a tactical asset allocation strategy is to increase risk adjusted returns as compared to a fixed or strategic asset allocation.

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Moreover, the opportunity set of a tactical asset allocation strategy is usually very broad.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Rather than follow a «buy and hold» strategy, our Investment Committee meets weekly to direct tactical asset allocation, based on the most current investment research.

A tactical investment allocation strategy is the most underrated concept in value investing.

Actively managed ETFs are new investment vehicles that will allow investors to participate in an actively managed portfolio strategy that could range from tactical to traditional asset allocation and from sophisticated currency strategies to emerging markets.

Inverse ETFs work best with a tactical asset allocation strategy.

In addition to diversifying client portfolios not only by asset class, but also by investment strategy through an allocation to a tactical investment that uses a quantitative approach, Bainbridge highlighted the use of an absolute return fund and simply using cash.

The most common strategies include strategic, tactical, constant weighting, and systemic asset allocation.

HAX, which charges a management fee of 0.70 % plus 20 % of the amount by which the ETF outperforms the S&P / TSX 60 Index aims to beat the index by following a tactical asset allocation strategy:

I would have a difficult time applying a tactical asset allocation strategy with my portfolio because there are so many uncertainties that present themselves in the markets to allow for me to forge ahead with confidence.

Those tests tend to support the effectiveness of momentum and tactical asset allocation as a portfolio strategy.

Specifically, we looked at wealth accumulation for three investment strategies: (1) 100 % in the small - cap portfolio; (2) a strategic allocation of 85 % in the small - cap portfolio and 15 % in commodities; and (3) a tactical allocation of 85 % in the small - cap portfolio and 15 % in commodities during restrictive policy periods, and 100 % in the small - cap portfolio during expansive policy periods.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

All Asset strategies are global tactical asset allocation (GTAA) solutions that aim to deliver attractive real returns, equity diversification, and inflation protection via tactical long - only exposures.

His work with clients includes aligning assets with long and short - term investment objectives, tactical asset allocation, and employing overlay strategies to enhance return and better manage risks.

Lorne is a Vice President and Senior Portfolio Manager with the Investment Solutions Group where he specializes in investment strategy for the group and the development and enhancement of the quantitative and fundamental tactical asset allocation process.

Rather than relying on a static 60 % / 40 % allocation to stocks and bonds, «The New 60/40» asks investors to consider blending a 60/40 mix of traditional assets with tactical and alternative strategies.

These strategies driving the core allocation are in turn paired with FTMAS» systematic, fundamentally driven tactical asset allocation process that seeks to provide an additional, uncorrelated return source while at the same time providing a mechanism to potentially hedge the portfolio during market downturns and lower overall portfolio volatility.

Hi Merrell, The rebalancing strategy is oriented towards those investors who are seeking a long - term allocation strategy as opposed to tactical one.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

«Combining our tactical asset allocation approach with underlying investment strategies leveraging the expertise of the Franklin, Templeton and Mutual Series investment teams presents investors with an attractive core allocation option for their portfolios.»