Sentences with phrase «traditional asset allocation models»
The authors provide reams of backtesting to compare their strategy with traditional asset allocation models.
http://www.moneysense.ca/
«We believe that the traditional asset allocation model of long - only stocks and bonds does not adequately position investors» portfolios for the risks and opportunities in today's global markets,» said Jerry Szilagyi, CEO of Rational Funds.
Not exact matches
Traditional wrap programs are based on the original model developed by E.F. Hutton in 1975, with minimum investments between $ 100,000 and $ 200,000, fees between 1 % and 3 % of the net assets in the account, and «wrapped» services that include portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly performance reports.