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Asset Allocation

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  1. Get the Best Out of Active and Index Funds

    Video Reports

    Fri, 24 Apr 2015

    selection, fund selection, or asset allocation , which are becoming increasingly ..... and think about the overall asset allocation and what does that yield in ..... investors are making much smarter asset - allocation decisions." Well, the next

    Asset Allocation found at 4:01, 20:49

    these other value-added services, and not necessarily security selection, fund selection, or asset allocation , which are becoming increasingly commodified. Benz: John, when you look at these flows that we've seen into passively managed products, to what
    [You need to] take a step back and think about the overall asset allocation and what does that yield in the context of the overall portfolio and the risk/return profile thereof. Rekenthaler: And if I could
  2. Fixing the Stock-Bond Balance

    Headlines

    Wed, 22 Apr 2015

    A classic asset allocation balances stocks and bonds. Yet even though stocks return better in the long term, investors since the financial crisis – which hammered equities hard – tend to favor bonds. For

  3. Managing Fixed Income Is About More than Just Interest Rates

    Headlines

    Wed, 22 Apr 2015

    developed by Fidelity’s Asset Allocation Research Team (AART), we evaluate ..... The Business Cycle Approach to Asset Allocation ” (Sep. 2014). Changes in Fed policy can unsettle rates and credit During periods ..... Weinstein, CFA Senior Analyst, Asset Allocation Research Pramod Atluri, CFA

  4. Business Cycle Update: Europe Turning the Cyclical Corner

    Headlines

    Wed, 22 Apr 2015

    volatility. Fidelity’s Asset Allocation Research Team employs a multi–time-horizon asset allocation approach that analyzes trends ..... Europe’s impact on our asset allocation outlook With the eurozone gaining

  5. 4 Passive-Investing Pitfalls to Avoid

    Video Reports

    Wed, 22 Apr 2015

    it's not necessarily going to enhance your returns to be really hands-on and very tactical in terms of your asset - allocation adjustments. Rawson: Absolutely. Some people call this "active using passive," where you're using passive

    Asset Allocation found at 8:17

    returns to be really hands-on and very tactical in terms of your asset - allocation adjustments. Rawson: Absolutely. Some people call this "active using passive," where you're using passive funds to implement an active strategy. Well, if
  6. Asset allocation for all seasons

    Commentary

    Wed, 22 Apr 2015

    Hello,   I'm a 34 year old Engineer with only a small 401K.  I've been reading investment books for the past 2 years and I'd like to get a bit more invested with a ROTH IRA.  I've created a portfolio that is mostly based on Ray Dalio's "All seasons" portfolio discussed in Tony Robbin's book "Money"

  7. Alternative Investing: Why Manager Skill is Crucial to Results

    Headlines

    Tue, 21 Apr 2015

    run by multiple managers. In this case, the investor depends on the fund-of-fund manager’s expertise in asset allocation and manager selection. Talk to your advisor The two steps discussed above are essential for mitigating manager risk

  8. The Case for Not Currency Hedging Foreign Equity Investments

    Headlines

    Mon, 20 Apr 2015

    these types of equities. In 2013, some of GMO’s asset allocation strategies held a portfolio of Japanese equities that ..... Catherine LeGraw Ms. LeGraw is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, she worked

  9. Index, Active, or Both: 8 Questions to Help You Decide

    Headlines

    Sun, 19 Apr 2015

    successful have you been? Compare your portfolio's return relative to a blended benchmark that matches your own asset allocation , as outlined here . If it turns out that you haven't added value by selecting and maintaining active managers

  10. Overlooked Opportunities in International Real Estate

    Headlines

    Fri, 17 Apr 2015

    averaged slightly above zero (0.06), periodically alternating between positive and negative correlation. 7 Asset allocation implications International real estate represents a significant component of the global real estate opportunity set

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