Sentences with phrase «term strategic asset»

What's most important for an investor, he says, is having that long - term strategic asset allocation nailed down.

If your long - term strategic asset allocation is 60 % stocks, 35 % bonds and 5 % cash and a year's gains takes your stocks allocation up to 70 % stocks, you should sell some stock winners: enough to take the equity allocation back to 60 %.

With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.

«We have this long - term strategic asset allocation and we decreased the split of Australia versus international shares from 60:40 to 50:50.

He is responsible for establishing long - term strategic asset allocation benchmarks, implementing client - specific allocations, and managing tax - free fixed income portfolios.

Not exact matches

It's encouraging to hear BlackRock (blk) CEO Larry Fink — whose company's $ 4 trillion of assets under management make it the 800 - pound gorilla in public markets — decry the short - term focus of many investors and call on companies to lay out a «strategic framework for long - term value creation.»

The potential for China to acquire cutting - edge European technology or convert critical infrastructure investments into strategic assets — including the potential for dual - use of assets such as ports — might also pose long - term challenges to U.S. interests, especially as U.S. - China competition intensifies.

We believe that setting and maintaining your strategic asset allocation are among the most important ingredients in your long - term investment success.

When we decide to sell assets or a business, we may encounter difficulty in finding buyers or alternative exit strategies on acceptable terms in a timely manner, which could delay the achievement of our strategic objectives.

The Strategic Total Return Fund moved the bulk of its assets from short - term Treasury securities to Treasury inflation protected securities as real yields on these securities surged well over 3 %.

Overall, Strategic Total Return presently holds about 14 % of assets in precious metals shares - still a constructive position in light of continued favorable conditions, but restrained enough to accept the possibility of short - term volatility without much worry.

Your strategic asset allocation is the default mix of assets that you intend to hold to help you reach your long - term goals.

Apple also has the exclusive advantage of the Apple retail empire, which could be a key strategic asset in the tablet market, especially in the crucial U.S. market — both in terms of distribution and profit margins.

Portfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your portfolio.

Worah: We reassess the glide path annually in order to ensure the strategic asset allocation remains consistent with any refinements to our longer - term views.

For this reason we recommend investors stick with their long - term or strategic asset mix over time.

In any portfolio, assets held for two or more years represent long - term strategic holdings.

We believe that setting and maintaining your strategic asset allocation are among the most important ingredients in your long - term investment success.

Prior to joining Schroders, Duncan was a principal in the Global Asset Allocation team at Aon Hewitt, where he was responsible for the development of the firm's long term strategic capital market assumptions, and driving its medium term asset allocation views across the full range of traditional and alternative asset claAsset Allocation team at Aon Hewitt, where he was responsible for the development of the firm's long term strategic capital market assumptions, and driving its medium term asset allocation views across the full range of traditional and alternative asset claasset allocation views across the full range of traditional and alternative asset claasset classes.

It is as a moderately active strategy since managers return to the portfolio's original strategic asset mix when desired short - term profits are achieved.

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.

The percentage that each asset class is weighted over the long term is known as the strategic asset allocation.

Tactical asset allocation simply adjusts the strategic asset allocation for a short time with the intention of reverting back to the strategic allocation once the short - term opportunities disappear.

J.P. Morgan's Long - Term Capital Market Assumptions help investors and advisors around the world make better strategic asset allocation decisions to achieve their long - term investment goTerm Capital Market Assumptions help investors and advisors around the world make better strategic asset allocation decisions to achieve their long - term investment goterm investment goals.

Then, we develop a personalized strategic asset allocation model to help them meet their short and long - term objectives.

Most Advisors still advocate for an archaic long - term investment approach called «Strategic Asset Allocation», which suggests that an investor should decide on a basic allocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no matter what.

In an interview with CFO.com, he said that if the changes were short term and not strategic, the companies would have hedged their risks with derivatives rather than making such major shifts in their asset allocations.

We believe an investment in gold and gold related assets is a long - term strategic investment that can play an essential part in a diversified investment portfolio.

Strategic asset allocation, or long - term portfolio building through specific proportions of classes of investments, is next on the list, Mr. Robinson said.

Example services that Sotheby's will now provide include strategic planning with living artists considering all assets toward legacy goals; financial and organizational mapping from a studio to a foundation; advisory management during the estate process to transition assets with a long term view of use and value; and defining and launching programs for foundations to maximize their legacy's reach and impact.

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Professional Experience Motorola Solutions, Inc. (Schaumburg, IL) 1997 — Present IT Manager, Global Engineering Core Operations (02/2010 — Present) • Serve as Application and Infrastructure Support Manager for Global Engineering Tools • Set and strictly adhere to departmental budgets and timelines ensuring cost effective and efficient operations • Implement staff development activities for the Engineering Core Operations team • Create an atmosphere of respect and dedication to corporate goals and long term business development • Provide a competitive advantage for Motorola Solutions in support of the development environment • Deliver significant project cost - savings through effective strategic planning, personnel management, and resource application • Maintain information integrity through the development and implementation of data security measures • Build and strengthen professional relationships with vendors, clients, and partners • Oversee procurement and tracking of HW and SW assets per corporate policies and procedures

Strategic thinking Despite the pressures for Indigenous communities to look for short term outcomes, the Project has noted the key importance of longer term strategic thinking and planning, involving a systematic examination not only of assets and opportunities but also of priorities and Strategic thinking Despite the pressures for Indigenous communities to look for short term outcomes, the Project has noted the key importance of longer term strategic thinking and planning, involving a systematic examination not only of assets and opportunities but also of priorities and strategic thinking and planning, involving a systematic examination not only of assets and opportunities but also of priorities and concerns.

Despite the pressures to look for short term outcomes, the Project has noted the key importance of longer term strategic thinking and planning, including a systematic examination not only of assets and opportunities but also of priorities and concerns.

The firm's Property Managers oversee the day - to - day operations of assets in the portfolio and help to execute the long - term strategic plan developed by the Asset Enhancement Manager.

Focused on creating value through long - term ownership, she is a creative and insightful hands - on owner responsible for the acquisition of property, strategic repositioning of assets and portfolio financing.

We assist investors and owners in effectively managing single assets or diversified portfolios, creating and executing long - and short - term strategic plans that maximize value.

Building a Sustainable Non-Market Real Estate Sector will help position housing providers for long - term sustainability and create capacity so that they can make strategic use of real estate assets.