Sentences with phrase «underlying tactical allocations»
Then, they use underlying tactical allocations to adjust to current market conditions, allowing portions of the portfolios to move to cash only when necessary.
https://www.planadviser.com/ Not exact matches
Morningstar dynamically adjusts the base allocation by applying a tactical momentum signal based on price trends over time in each underlying ETF.
A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.
«Combining our tactical asset allocation approach with underlying investment strategies leveraging the expertise of the Franklin, Templeton and Mutual Series investment teams presents investors with an attractive core allocation option for their portfolios.»
According to the internal benchmark policy, the Portfolio Manager will use both ETFs and individual equities to implement its tactical allocation strategy in which the volatility of each of the underlying positions determines the amount of option hedging.