Sentences with phrase «tactical asset»

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

Last week I asked when using tactical asset allocation and ETF rotation systems, does the number of ETFs an investor chooses from impact returns?

I can't tell if this is simple rebalancing, or if they're engaging in other forms of tactical asset allocation.

During the 1990s Luc began to focus on tactical asset allocation and currency management in his position with the investment management division of a large Canadian financial institution.

ETFs can also be excellent tools, but many advisors use them for tactical asset allocation, sector plays and a lot of other nonsense that has nothing to do with passive investing.

This is a summary of the recent performance of a wide range of excellent tactical asset allocation strategies.

He also manages traditional tactical asset allocation, managed volatility, and real return strategies for both institutional and individual investors.

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

But this is still tactical asset allocation, a strategy commonly employed by active managers, and one that is of dubious value to investors.

A value oriented tactical asset allocation puts the focus on owning assets priced below their intrinsic value.

To understand tactical asset allocation, one must first understand strategic asset allocation.

A well planned tactical asset allocation allows you to be more aggressive when prices are low and more conservative when bargains are unavailable.

Again it doesn't prove that successful tactical asset allocation is impossible — just fairly unlikely.

In general, I have not favored tactical asset allocation in the past, but these measures have given me some confidence.

You can find a summary of the selected tactical asset allocation model below, and a more detailed description in the FAQ section.

When using tactical asset allocation and ETF rotation systems, does the number of ETFs an investor chooses from impact returns?

A flexible, tactical asset allocation approach to investing across a broad spectrum of asset classes.

The one and only thing that the DRS has in common with tactical asset allocators is an aversion to down markets.

Trends in sector rotation have been well covered both as a leading indicator for future equity market returns and also as a tool in tactical asset allocati...

The managers are making tactical asset allocation decisions that will cause the funds» performance to vary considerably from a true index fund.

Juicy Excerpt # 27: Wade, as you may be aware, John Bogle has mentioned what he calls tactical asset allocation in his book, Common sense on Mutual Funds (pg 66 - 67).

Calpers most recent tactical asset allocation back into bonds from DM equity will not be soon enough or far enough down the ratings spectrum to provide an air bag for the coming head on collision.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

Our Investment Committee meets weekly to direct tactical asset allocation based on the most current investment research.

Diversification and risk management through tactical asset allocation with strict buy and sell disciplines

As a reminder to existing readers and an introduction to those new to the site, I track commission free ETF tactical asset allocation portfolios on the right hand side of Scott's Investments..

«Questions about tactical asset allocation are a good way to start a fight in a room full of financial planners,» Moisand said.

archerETF is led by Vikash Jain, a registered portfolio manager who uses a proprietary tactical asset allocation model to determine a client's asset mix which is then implemented using Exchange Traded Funds (ETFs).

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.

The ones who did tactical asset allocation were great, because they always had a good story, and there was a lot of trading going on.»

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.

Northern Trust's Investment Policy Committee develops tactical asset allocation recommendations based on economic factors such as GDP and inflation; fixed - income market factors such as sovereign yields, credit spreads and currency trends; and stock market factors such as domestic and foreign earnings growth and valuations.

The investment objectives of Horizons HGM are to use flexible tactical asset allocation among multiple global asset classes to seek long term growth, while also seeking to protect against downside risk.

However, the manner in which tactical asset allocators (TAA) and the DRS attempts to accomplish this goal couldn't be more different.

Tools for testing tactical asset allocation models based on moving averages, momentum, market valuation and volatility targeting

There is still some hope for the valuation - conscious tactical asset allocator.

The supported tactical asset allocation models include:

The typical tactical asset allocator's value proposition is based upon market timing.

Some investors advocate tactical asset allocation (TAA) or the practice of adjusting the portfolio mix of stocks, bonds and cash to economic and / or market conditions.

Meanwhile, the overvaluation of smaller companies in the iShares Russell 2000 ETF (IWM) prompted tactical asset allocators to lower their risk exposure.

I also remember the 70s where tactical asset allocation returned, as well as gold bugs and other tangential market participants.

I decided to do some backtests of his original tactical asset allocation portfolios using relative strength instead of moving averages.

Faber does a lot of great work on his site and also has a new tactical asset allocation ETF coming out under the ticker GTAA.

There's no denying the appeal of an approach like tactical asset allocation, particularly when the financial markets are offering such meager rewards in return for the stress they produce.

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.