Asset Allocation Archives - Page 2 of 3 - Fundopedia

Asset Allocation…

ESG Ratings and Methodology

1 Jul 2021October 31, 2024

The interest in ESG investing creates greater demand for ESG data, ratings, rankings, and methodologies (Abhayawansa & Tyagi, 2021). Different ESG ratings, rankings, and methodologies produce significantly different assessments of…

Asset Allocation…

SRI and ESG: Ratings, Methodologies, and Performance

17 Jun 2021November 5, 2024

Socially responsible investing (SRI) is a well-worn term that grew in prominence during the 1980s and 1990s, but its roots trace back two millennia, shaped by civil-rights-era thinkers, faith-based organizations,…

Asset Allocation…

Advances in Investment Portfolio Management: November 12, 2020

12 Nov 2020November 5, 2024

Portfolio management refers to the selection of securities and their continuous shifting in the portfolio for optimizing the return and maximizing the wealth of an investor by analyzing the strengths,…

Asset Allocation…

Market Recap Monday, December 24, 2018

24 Dec 2018November 5, 2024

On global equities Volatility in global equity markets persisted in November, fears of rising interest rates, multiple trade conflicts, the end of QE, and related uncertainty about the global economic…

Asset Allocation…

Market Recap with Jiazi

Economic Update Growth: The 2016 forecast for global growth remains in the 2.0%-2.5% range. The U.S. is expected to experience above-trend economic growth in the 1.75%-2.25% range[1]. U.S. employment: Nonfarm payroll rose…

Asset Allocation…

Uncertainties Present Opportunities for Long-Term Investors

Macro Update On U.S. The solid employment growth continues to support consumer spending. Inflation pressures are rising. On the other hand, the weakness in commodities has led U.S. energy and…

Asset Allocation…

Market Weekly Recap

14 Jul 2016July 14, 2016

Economic Update Growth. Largely driven by less weakness in net exports and nonresidential fixed income, growth is expanding. Sub-trend growth and inflation are what markets will be pricing in over…

Asset Allocation…

Brexit: Major Implications and Asset Allocation Recommendation

What Happened? Sterling weakened nearly 8%[1] on June 24, 2016 in the immediate aftermath of Brexit. Switzerland’s central bank gave a rare confirmation on June 24, 2016 that it had…

Asset Allocation…

Key Macro Themes and the Implications: Time to Pay Attention to Global High Yield Strategy (II)

16 Jun 2016June 17, 2016

The economic recovery has morphed into a meaningful period of expansion. Growth expectations remain favorable. The U.S. consumers’ financial position has improved as asset values have risen. Consumer spending comprises…

Asset Allocation…

Market Commentary – January 2016

2 Mar 2016March 2, 2016

Developed Market Debt Develped market yield fell sharply across the curve on global growth concerns, low inflation expectations as a result of lower commodity prices and continued anxiety over the…

Alternative Investments…

Equity Strategies – Updated November 2015

25 Nov 2015November 26, 2015

As global economy converges to more stable rather than rapid growth, debt level and growth dynamics keep interest rates relatively low, and inflation remains muted in developed world, investors are…

Alternative Investments…

Liquid Alternatives

Liquid alternatives are asset classes that exhibit modest to low correlation with traditional equity and fixed income investments. Investors can get exposure to liquid alternatives via broadly available investments that…

Asset Allocation…

Volatility-Based Investment Strategies

19 Jul 2015July 20, 2015

Incorporating volatility-based investment strategies within equity and bond portfolios is an effective approach to increase portfolio returns while simultaneously managing portfolio volatility. There are clear alpha-generating opportunities in volatility that…

Asset Allocation…

2015 Asset Allocation Themes

23 Feb 2015February 23, 2015

Asset allocation philosophy lies in three aspects: Market technicals and momentum: Market technicals can have meaningful short-term impact on asset prices. Macro fundamentals: Asset class returns are influenced by surprises…

Asset Allocation…

How does the current risk profile of the U.S. Aggregate Index affect the choice between indexing and active management?

9 Jan 2015January 9, 2015

Since the financial crisis, government policy and direct issuance of Treasury securities have resulted in increased duration and lower yields in the Barclays U.S. Aggregate Index. These changes pose a…

Asset Allocation…

Neutral Policy Rate

The concept of a Neutral Policy Rate has a very specific meaning in contemporary central bank practice. The neutral policy rate is the short-term interest rate consistent with full employment,…

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Liquid Long/Short Mutual Funds

Investors who want the return opportunities of equities but are concerned about a fully valued market should consider strategies that are designed to asymmetrically capture up and down market movements,…

Asset Allocation…

Green Bonds

Every so often, market innovation and social imperatives create something exciting that has the potential to make a real difference. As the world’s developing countries and fast-growing cities are facing…

Asset Allocation…

Target-Date Funds: Find a More Secure Path to Retirement

9 Jun 2014June 9, 2014

Asset allocation determines the blend of investments in each portfolio; the process seeks to maximize value based on one’s time horizon and tolerance for risk. A target-date fund offers specific…

Asset Allocation…

Strategic Asset Allocation for Individual Investors

Strategic asset allocation is pivotal in executing investment plans. In developing strategic asset allocation, investors establish and specify their desired exposures systematic risk. Groups of assets of the same type are…

Asset Allocation…

Enhancing Performance via Tax Structuring

30 Nov 2013December 6, 2013

Astute management of investment-related taxes is a critical piece throughout the portfolio management process; tax consequences severely diminish investors’ spending power and long-term return. For wealthy families and individuals, the…

Asset Allocation…

Why Market Timers Fail?

20 Nov 2013September 14, 2022

The stock market has seasonal effects and calendar anomalies, such as the so-called January effect, the Halloween effect, the best six-month strategy and the presidential election cycle. Seasonal and cyclical…

Asset Allocation…

Strategic Asset Allocation for Individual Investors

In developing strategic asset allocation, investors establish exposures to the asset classes agreed on their Investment Policy Statement (IPS); strategic asset allocation integrates investors’ financial objectives, risk tolerance, and investment…

Asset Allocation…

Optimization Revisit

10 Nov 2013November 26, 2013

In portfolio management, optimization is a mathematical process of assigning the proportions of various asset classes or investment styles to be held in a portfolio, in a way as to…

Asset Allocation…

The Importance of Asset Allocation

Historically, common stock was deemed “per se imprudent.” The experience of the 1930s, however, proved that bonds could be risky as well. In today’s investment practices, the New Prudent Investor…

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Fund of Hedge Funds, Manager Selection, and Due Diligence

22 Oct 2013November 14, 2013

One of the main reasons that more and more institutional investors, particularly endowments and foundations, include hedge funds in their portfolios is the expected diversification benefit, given the existing array…

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Hedge Fund Landscape

22 Oct 2013November 26, 2013

The first hedge fund emerged in 1949 when sociologist Alfred Winslow Jones and his four friends formed an investment partnership. The first reference to a hedge fund appeared in a…

Asset Allocation…

Theory Versus Practice: Rethink Your Portfolio Optimizers

9 Oct 2013October 10, 2013

Portfolio optimization is a mathematical process of assigning the proportions of various asset classes or investment styles to be held in a portfolio, in a way as to construct the…

Asset Allocation…

Balancing Risk and Reward: Asset Allocation

8 Oct 2013October 16, 2013

The Importance Asset Allocation Many portfolio managers believe that asset allocation is one of the most important decisions that investors make: From a portfolio design standpoint, portfolio theory asserts that…

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From Modern Portfolio Theory to Pioneering Portfolio Management: The Endowment Model

6 Oct 2013October 15, 2013

Implications of Modern Portfolio Theory Traditional and widely used institutional policy portfolios commonly consisted of a majority of U.S. equities and a reciprocal proportion of U.S. bonds, e.g., 60% stock/40%…