asset allocation

"And the advantage for us was that it encouraged clients to think long-term about asset allocation, rather than on a fund-specific basis. "

The important thing is to do it at least once a year in order to stay true to the asset-allocation strategy you've adopted.

This was surely not part of any of their asset allocation strategies.

"Our strategic asset allocation tends to be a 10-year mix of assets, " says Rankin.

Bouncing in and out of the market is risky if your desired long-term asset allocation involves exposure to the market.

Seven years on, private banks have emerged with a solid focus on investment performance and a new mantra: asset allocation.

Determine your asset allocation and stick with it until your time horizon or other factors dictate a shift.

One of the best ways to develop an effective asset allocation plan is to consult a qualified financial planner.

To understand why, consider present asset allocation at some of the world's largest investment funds.

Not once did anyone mention the Capital Asset Allocation Model, or any other technical areas of investment expertise.

The key to asset allocation is understanding how different categories of assets react to various market changes in relation to one another.

"Broker-dealers were very reliant on short-dated funding, " said Jan Loeys, head of global asset allocation at JP Morgan in London.

Analysts said the plunge was driven by shifts in asset allocation by the large money market funds, which hold $2, 700bn in assets.

The length of the liabilities will also influence the asset allocation decision in other, less direct, ways.

Your typical 'balanced fund' or 'asset allocation' fund has no gold.

ABS's mantra is "every manager, one at a time" , meaning that its portfolios are not driven by asset allocation decisions.

It would still offer the low costs of indexing, and allow you to customize your asset allocation.

As in any economic climate, it's important to understand risk tolerance, asset allocation, and diversification.

Although over the past 20 years investors have been overweight in equities, asset allocation is now tipping in favour of fixed-income bonds.

Greece 'is a shot across the bow, ' says Henry McVey, head of global macro and asset allocation at Morgan Stanley Investment Management.

One of the most difficult things for inexperienced investors is to stick with their asset allocation during times of volatility.

Determine an asset allocation for your investment portfolio based on your investment time horizon and risk tolerance.

You can manage your investment risk through proper diversification, also known as asset allocation.

Diversification and asset allocation are the essential building blocks of portfolio construction and management.

Better asset allocation can happen only if Tokyo's competitiveness as a financial centre is boosted, attracting international talent.

Inclusion of commodities in the opportunity set substantially changed the asset allocation of the historical efficient frontier.

Benchmarks are used primarily as a guide to asset allocation weightings and performance, rather than dictating portfolio construction.

If you need money at a certain time, this risk must be factored into your asset allocation.

Money itself is a fund asset allocation can be divided into shares, balanced, bond and currency of several types.

Does my asset allocation reflect my age and my thinking about the long haul?

Finding an investment benchmark is the urgent requirement for offering reference for our asset allocation of foreign exchange reserve.

Reuters latest asset allocation polls also show hefty cash holdings among leading investors, meaning that money is available to move.

The intended asset allocation as aforesaid is for reference only, and may be changed as and when the investment manager deems appropriate.

Assist strategy formation, decision and execution on investment asset allocation, fixed income investment etc.

Then we analyzed the features of fund portfolios, including funds'asset allocation, sectors allocation and heavily held stocks.

This article also followed a mixed strategy Nash equilibrium is derived forestry assets to pool the risk of asset allocation preferences.

the global bond asset allocation includes allocation among markets , allocation among currencies and alloy.

Newly wealthy individuals can pose a challenge to investment advisers when the subject of asset allocation comes up.

Barclays can offer a scientific approach to asset allocation and risk management that could just meet that description, he suggests.

Asset allocation . . . is the overwhelmingly dominant contributor to total return.

Anyone who's checked out investing knows that diversification and asset allocation spread the investing risk around.

They tap their decades of experience to teach about diversification, inflation, and asset allocation.

How far asset allocation has developed can be seen from the composition of modern indexes.

The quality of asset allocation matters more than the transfer itself of assets from the public to private sector.

We believe that as an investment house, a good asset allocation can replace a lot of smart calls.

Finally, the regular task of "rebalancing" one's portfolio to keep it in line with the initial asset allocation is covered in chapter 5.

"Let's be ready for some quarter-end asset allocation moves -- from cash and bonds to equities, " said D. A. Davidson's Dickson.

Why not let the fund management company do the asset allocation work for you?

Proponents of counting human capital in any asset allocation like to differentiate it from discussions about risk.

And when it comes to investing, don't make drastic changes to your asset allocation.

find that mean-scale parameter model can explain asset allocation puzzle by empirical analysis.

The statistical data show that too centralized asset allocation poses negative effect on gains of QDII funds.

Then, the multi-stage stochastic programming model was solved with Matlab and we got the best asset allocation method.

Obviously, you won't find much fixed income exposure in our current asset allocation portfolios given the valuation case laid out above.

Coutts, which is running its second next generation course this summer, is planning to incorporate more on asset allocation and investment.

in this thesis , a thorough and comprehensive research is made on the asset allocation problem faced by most institutional investors.

The paper mainly studies the minimum return guarantee system of pension fund and the issue of asset allocation in this framework.

Before you set up your asset allocation plan, you must find out the nature of the companies purchased by the mutual funds you own.

In the era of universal banking, to do your own asset allocation.

Asset allocation mattered little, until it mattered a huge amount.

Carmignac is taking a cautious approach to equity asset allocation, holding a limited exposure.

One popular ice breaker is a virtual asset allocation exercise.

This requires a serious rethinking of asset allocation.

The writer is head of asset allocation strategy at Barclays Capital.

But this may still put too much emphasis on asset allocation.

After a review of publications about dynamic asset allocation, we begin with the hedgeable labor income case.

'The past 12 years have seen two bubbles that were really good for corporate profits, ' says Ben Inker, GMO's director of asset allocation.

B. their connection with asset allocation.

Slow and steady works best when you're expanding an asset allocation.

"The idea is we can be completely independent and unbiased be-cause we make the same fees whatever the asset allocation, " says Mr Drake.

Once they have accumulated a good-sized fund they can think more carefully about asset allocation.

The results show that open-end funds in China indicate intraday asset allocation and portfolio management is significant to some extent.

"We can have more precise asset allocation at very low cost, " he says.

Is there a house style or are wealth managers given significant freedoms in stock picks or asset allocation decisions.

I have not touched my asset allocation since March of 2000.

On the one hand, globalization plays a positive role in improving asset allocation. On the other hand, there are some negative impacts.

Analysis of the Quarterly Bulletin: industry holdings, asset allocation, in line with your fund choices;

International Comparative Study of Asset Allocation Structure

large shareholder's expropriation level is positive with the safe asset allocation proportion but negative with the risky asset allocation;

Most funds have asset allocation processes that are cumbersome, with money outsourced to numerous different managers;

Multistage Asset Allocation Model and Its Application in Security Fund

Uncertainty, Investment Horizon and Dynamic Asset Allocation Strategy

An Asset Allocation Model Including VaR and Its Adaptive Genetic Algorithm

Risk Allocation, Asset Allocation, Tracking Error Allocation

Monitoring impact of Asset allocation decisions on Portfolio performance

Analysis and application of the asset allocation model with value-at-risk constraint

Asset Allocation Strategies for Equity Portfolio Management

Theory of Insurance Funds Asset Allocation: Model and Application

Quantitative Analysis: How Asset Allocation Affects Mutual Fund Revenue

Dynamic Asset Allocation Model with Mean Variance Preferences and Downside Risk Control

Dynamic Asset Allocation in an Incomplete Market

Rationale for implementing Tactical Asset allocation

On the Asset Allocation Problem under Inflation, Short and Long Stochastic Interest Rates Risks

Asset-Backed Security Asset Allocation Asset Allocation Fund Asset Coverage Ratio

Hang Seng Investment Management Limited - fund asset allocation, fund outlook and top 5 holdings. (for Hang Seng Index Tracking Fund only)

Dynamic Program Solving Asset Allocation Problem for Energy Demander in Power Market

Trevor Greetham is director of asset allocation at Fidelity International

Borrowing and Lending Capital Asset Allocation Under VaR Constraint

Asian bank syndication market Asian dollar bonds Asset Allocation

An empirical research on asset allocation models in Chinese stock markets

Dynamic asset allocation with stochastic interest rates in jump-risk

The writer is director of asset allocation at Fidelity International

The Determination of the Asset Allocation Policy of the Fund Return--Authentic Proof of the Chinese Close-ended Fund Return

Strategic Asset Allocation Choice for Long-Term Investors

Human Capital, Asset Allocation, and Life Insurance

Strategic and Tactical Asset Allocation

Approaches to Tactical Asset Allocation

Treatment of currencies and asset allocation

Robust Portfolio of Dynamic Asset Allocation

Assessing the value added through Asset Allocation

Asset Allocation for insurance and Pension funds

Tim Bond is head of global asset allocation at Barclays Capital

Asset Allocation within Fixed Income

The writer is head of asset allocation at Barclays Capital

A Study On the Open-end Funds'Asset Allocation Problem

The writer is a member of GMO's Asset Allocation team

Multistage Asset Allocation Based on Capital Growth in Security

Multi - Period Financial Asset Allocation Models Based on VaR

The art of asset allocation

Asset Allocation Based on Risk Budgeting

Asset allocation issue and investment funds development in China

The Asset Allocation Model Based on VaR

The Study on the Asset Allocation of Security

The New Asset Allocation Strategy of the Exchange Fund

Towards the use of mutual funds to dynamic asset allocation in our country