Sentences with phrase «views on asset allocation»

I also discuss my views on asset allocation and security selection in the Core and Explore portfolio.

Jonathan Chevreau looks at two new books by two authors with diametrically opposed views on asset allocation and weighs the pros and cons

Asset allocation Portfolio managers David Wolf and David Tulk share their quarterly views on asset allocation.

I also discuss my views on asset allocation and security selection in the Core and Explore portfolio.

But it has not altered his view on asset allocation, and his investment philosophy remains intact: Don't take more risk than you need to achieve your financial goals, and calibrate those needs with what your stomach can handle.

Not exact matches

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

In any event, our view is that the 10 - year nominal total return on such conventional asset allocations is likely to be less than 2 % annually.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

Tactical asset allocation, on the other hand, takes advantage of shorter - term views of the markets.

For most investors without a view on the markets a static, well - diversified asset allocation will serve them best.

We combine our medium term expectations of fixed income asset class risk and return with shorter term views on market valuation, cyclical developments and liquidity considerations, matched against the Fund's objectives to develop appropriate asset allocation of the Fund.

PIMCO's glide path for target - date funds is the collective expression of our firm's view on how to deliver an age - appropriate asset allocation that best prepares defined contribution (DC) plan participants for successful retirements.

The model first calculates the implied market equilibrium returns based on the given benchmark asset allocation weights, and then allows the investor to adjust these expected returns based on the investor's views.

Clearly, even with the same target date, the three fund families have quite different views on what should be optimum asset allocation, especially for those funds with close target date (2010 and 2015).

In addition, our data shows that the common refrain that active doesn't stand a chance versus passive index funds and ETFs is not true, and the focus on the active - passive debate often obscures the much more important issues of good savings habits, appropriate asset allocation, and taking a long - term view.

With the U.S. representing less than half of the available universe of globally listed property stocks, focusing on U.S. REITs alone can be viewed as a restrictive and undiversified approach to asset allocation.

«With increasingly complex global markets posing new challenges daily, it's our view that a systematic approach to monitoring and adjusting portfolio allocations across asset classes with a forward - looking view on market and economic conditions is no longer an option, it's a necessity,» said Brent Smith, chief investment officer for FTMAS and co-portfolio manager of the Fund.

That recognition demonstrates that the absence of MAR is not viewed as a regulatory weakness inside or outside EU countries, on the contrary, the international recognition substantiates the highly regarded position of TISE - listed securities in terms of investor asset allocation.