Sentences with phrase «term strategic asset allocation»

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

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

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

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.

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 asseAllocation 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 asseallocation views across the full range of traditional and alternative asset claasset classes.

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 maAllocation», 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 maallocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maallocation 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.

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