Sentences with phrase «tactical asset allocation portfolios»

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

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.

Not exact matches

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).

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.

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.

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.

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.

One very effective tactical method to control risk is to have the freedom and flexibility to alter the broad asset allocation of the portfolios between stocks, bonds, cash, alternatives, etc..

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.

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.

SmartRisk ™ is a tactical asset allocation approach that automatically de-risks portfolios when markets are threatening (high volatility) and increases risk when volatility is low.

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.

A tactical asset allocation should be used for portfolio risk control.

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.

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.

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.

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.

Over the next week I will introduce 3 commission free ETF portfolios on Scott's Investments using tactical asset allocation to allocate funds among 10 different ETFs within each portfolio.

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

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.

«tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

They also use practices such as «tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

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.

The macro-economic environment is not ignored and tactical changes to asset allocations are incorporated into the management of portfolios.

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.

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.»

Whether you limit yourself to tactical asset allocation, let an algorithm to define your portfolio or actively involve in stock picking, you definitely earn alpha (once again, not necessary positive).

The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets.

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.

Portfolio rebalancing and weighting is most easily implemented with a tactical asset allocation.

But it was not adequately accounted for in the tactical asset allocation models that became popular in the mid-1980s (aka «portfolio insurance»).