Sentences with phrase «there target asset allocation»

Flexibility makes a tactical asset allocation strategy superior to a static or fixed asset allocation which would not allow an investor to make changes to there target asset allocation.

Not exact matches

«There's been an over-focus on buybacks and raising EPS to hit share option targets, and we know that those are concentrated in the hands of the few, and that the few is in the top 1 percent,» said James Montier, a member of the asset allocation team at global investment firm GMO in London, which manages more than $ 100 billion in assets.

If you subscribe to the idea of running a «passive» portfolio based on target asset allocations, there are two reasons to rebalance (although the main advocates usually only admit to one).

While there is no right or wrong answer, setting up a balanced portfolio that matches your target asset allocation is hard.

There's no definitive answer on what the optimal asset allocation is, but you still can have a pretty good idea by taking a look at how the so - called lifecycle funds, or target - date funds, invest their money based on a targeted retirement year.

Although there's never any certainty in investing, the studies indicate that fine tuning your asset allocation beyond that of a typical target - date fund is likely (but not certain) to provide a higher return in the long run.

The good news is that if you don't want to get into an argument with CRA, there are ways index investors can harvest losses while staying comfortably within their target asset allocation and the tax code.

Because target - date funds are so unique in that asset allocations, risk levels and glide paths can be significantly different even among funds that share the same target date, there is no one - size - fits - all solution to measuring fund performance.

There are fewer problems when there's only one clearly defined asset class, like Small - cap Growth, than nebulous objectives like global, balanced, asset allocation, target, life - cycle, world, or hyThere are fewer problems when there's only one clearly defined asset class, like Small - cap Growth, than nebulous objectives like global, balanced, asset allocation, target, life - cycle, world, or hythere's only one clearly defined asset class, like Small - cap Growth, than nebulous objectives like global, balanced, asset allocation, target, life - cycle, world, or hybrid.

In other words, if the investor determines that 60 % equities, 30 % bonds, and 10 % cash is the target asset allocation, then that will be the target unless there is a change in the investor's goals and strategies, current financial status, or risk tolerance.