Sentences with phrase «term asset allocation policy»

Rather, it will shelter your portfolio from ad hoc revisions, made by either you or your portfolio manager, from a sound long - term asset allocation policy.

Not exact matches

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

While the term «robo - advisor» has been used to describe advisors who supplement their services with asset allocation algorithms, Massachusetts» policy statement applies primarily to «fully automated» robo - advisors «devoid of all human services.»

Since 2014, Luebbert has served on the Investment Policy Committee, a group of investment professionals responsible for constructing investment advice and asset allocation guidelines and developing the firm's expectations for long - term capital market returns.

Generally, endowment funds follow a suitably strict policy allocation, which is a set of long - term rules that dictates the asset allocation that will yield the targeted return requirement without taking on too much risk.

The thread was launched to explore research by Wade Pfau (Associate Professor of Economics at the National Graduate Institute for Policy Studies in Tokyo, Japan) showing that Valuation - Informed Indexing beat Buy - and - Hold in 102 of the 110 rolling 30 - year time - periods now in the historical record and that long - term timing provides comparable risk and the same average asset allocation as a 50/50 fixed allocation strategy but with much higher returns.

Target Asset Allocation Strategy: Under this investment strategy, you can invest in 2 funds and the company maintains the allocation through the entire policy term by rebalancing it everAllocation Strategy: Under this investment strategy, you can invest in 2 funds and the company maintains the allocation through the entire policy term by rebalancing it everallocation through the entire policy term by rebalancing it every quarter.

The mentioned Benefit Illustration is for a male aged 30 years paying Rs. 10,000 p.m. for a premium payment term of 10 years and policy term of 10 years assuming 100 % investment in Exide Life Active Asset Allocation Fund.

While some investors may take a wait - and - see approach to betting their money on U.S. commercial real estate assets in the short term given the uncertainty surrounding U.S. economic policy under the new President Elect, «capital formation globally continues to grow and increase allocations to real estate,» according to Byron Carlock, real estate practice leader with consulting firm PwC, who is currently in London for an investment conference.