Sentences with phrase «traditional asset allocation approaches»

By designing our glide path around an income objective, our starting point differs from traditional asset allocation approaches.

Compared to traditional asset allocation approaches that are typically backward looking and statistically driven, the Sub-Advisor's approach will be forward looking and driven by global macro trends.

Not exact matches

For this reason we believe that a traditional strategic asset allocation approach based on modern portfolio theory is suboptimal.

We believe that in addition to traditional investment approaches such as diversification, asset allocation, and a long - term perspective, a multi-manager approach and investment style serve investors who are working to build retirement security.

By using a Countercyclical Indexing approach we can create a portfolio that is more in - line with our savings by establishing an asset allocation that generates purchasing power protection, but does not do so in such an unbalanced manner as a traditional indexing portfolio.

Our alternative approach to risk profiling and asset allocation can create much greater stability in portfolios relative to the traditional advisory approach which tends to be much more aggressive than what we often find to be appropriate.

According to the article, Prof. William Reichenstein at Baylor University in Waco, Texas in a paper published recently in Financial Analysts Journal, concluded that «Financial managers who use the traditional approach to calculate individuals» asset allocations are miscalculating their true allocations.

Recent financial crises have exposed the shortcomings of the traditional approach to asset allocation and have led an emerging shift, especially among institutional investors, towards dynamic asset allocation, hinged on the diversification across risk factors.

Horter Investment Management's approach is to seek to achieve superior risk - adjusted returns over a full market cycle (4 - 5 years) compared to the traditional 60 % equities / 40 % bonds asset allocation.

«We argue that the traditional approach to calculating an individual's asset allocation is wrong.