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  1. How the Past Hurts Returns

    Headlines

    Thu, 24 Jul 2014

    often leads you to performance chasing, dangerous asset allocation changes, and other harmful decisions associated with ..... saw especially handsome returns. Sticking to an asset - allocation strategy helps you avoid mistakes from recency bias

  2. What Happened to Hedge Fund Alpha?

    Headlines

    Wed, 23 Jul 2014

    markets outside the U.S. using Causeway’s asset allocation methodology to determine developed and emerging weightings ..... companies located in the U.S. using Causeway’s asset allocation methodology to determine developed and emerging weightings

  3. What Has Time Taught Bill Bernstein?

    Headlines

    Wed, 23 Jul 2014

    sequel: Rational Expectations: Asset Allocation for Investing Adults . Much ..... of Modern Portfolio Theory, asset allocation , and the efficient-market ..... even less fond of quantitative asset - allocation schemes. Memorably, Bernstein

  4. Is Timing Everything? Practical Implementation of Tail Risk Hedging

    Headlines

    Tue, 22 Jul 2014

    included as a permanent part of an asset allocation : what we might call “just in ..... an attractive addition to an asset allocation . In practice, though, few investors ..... included as a permanent part of an asset allocation and hence would be in place when most needed – what we might

  5. July Business Cycle Update: Low Volatility… but for How Long?

    Headlines

    Tue, 22 Jul 2014

    Source: Fidelity Investments ( Asset Allocation Research Team), as of Jun ..... the mounting concerns. On an asset allocation basis, our business cycle framework suggests ..... we employ a comprehensive asset allocation framework that analyzes underlying

  6. Fidelity’s Secular Outlook for Global Growth: 2014–2033

    Headlines

    Mon, 21 Jul 2014

    Source: Fidelity Investments ( Asset Allocation Research Team). At any given ..... we employ a comprehensive asset allocation framework that analyzes underlying ..... around the world. In general, asset allocation strategies that can be selective across a broad

  7. Signals from Japan May Indicate a Re-Emergence of Growth

    Headlines

    Mon, 21 Jul 2014

    prospects? LISA EMSBO-MATTINGLY ( Asset Allocation Research): The April consumption tax (CT ..... the CT? EMSBO-MATTINGLY ( Asset Allocation Research): The objective policy ..... resuscitate inflation. From an asset allocation standpoint, it’s very important to realize

  8. What Will Undo the Low-Rate Environment?

    Headlines

    Sat, 19 Jul 2014

    performance does not guarantee future results. About Ibbotson Ibbotson Associates is a leading independent provider of asset allocation , manager selection, and portfolio construction services. The company leverages its innovative academic research

  9. A Portfolio Checkup in 6 Steps

    Video Reports

    Fri, 18 Jul 2014

    you review your portfolio's asset allocation and its positioning versus various ..... You want to focus on that asset allocation , that's really the key thing ..... Ray, and make sure that your asset allocation is on track relative to whatever

    Asset Allocation found at 2:37, 10:06, 11:55

    of the portfolio review process. This is where you review your portfolio's asset allocation and its positioning versus various benchmarks. And I will share some of those benchmarks in the course of this review process. The
    its geographic exposures and so forth. You want to focus on that asset allocation , that's really the key thing to focus on as you look through X-Ray, and make sure that your asset allocation is on track relative to whatever your target is. At this point, a lot of you might say, "I don't have a target." And to you I would say that you might want to check out a few different tools for benchmarking your asset allocation . Morningstar's Lifetime Allocation Indexes provide target allocations for investors at various age bands, or you might look to a good target-date fund series geared toward someone in your same age band. You could use either set of tools as a benchmark, but the basic idea here is to make sure that your asset allocation makes sense given where you are at your life stage. You also want to check your sector and style positioning. In terms
    that isn't intentional. If you go through this process of evaluating your asset allocation and find that you're light on stocks relative to your target, I think it's important to bear in mind that stocks have
  10. Checking Up on Your Portfolio? Let Our Pyramid Guide the Way

    Headlines

    Thu, 17 Jul 2014

    mode. Checkup Item 3: How does your asset allocation compare with your targets? Asset allocation is the next band of our pyramid, and ..... personal circumstances when setting your own asset - allocation parameters, as discussed in this article

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