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Special Report on

Asset Allocation Risk Strategy

asset allocation risk strategy special research report Photo by
In a month of financial market turmoil we have seen investors rush to sell emerging market assets. This shouldn’t be a surprise as we have seen the European contagion extend to the periphery, Greece riots , 1000 point Dow drop , protests in Romania and deadly riots in Thailand .  EPFR Global data publishes data each week to track investor movements, which are helpful in gauging the emotive actions of the investment herd. Their data shows global investors have been selling emerging market assets and equities and keeping the proceeds in cash. Money market fund assets gained  $23.5 billion in the week to May 12. Significantly these ...
consists of finding an asset allocation that is appropriate for a given person in terms of their appetite for and ability to shoulder risk. This can depend on various factors; see investor profile .
Asset Allocation: A Study in Contrasts: PERSPECTIVES: Swiss ...
From time to time, Morningstar publishes articles from third party contributors under our "Perspectives" banner. Here Stefan Angele, head of investment management at Swiss & Global Asset Management , the exclusive manager of Julius Baer Funds, reflects on the investment strategy for the third quarter of 2010. If you are interested in Morningstar featuring your content, please contact Online Editor Holly Cook at Asset Allocation: A Study in Contrasts The equity market is once again attractively valued and the macroeconomic fundamentals are confirming the global economic recovery. ... market research, surveys and trends
The myth that risk goes away over time | Analysis & Opinion |
has a great column which is nominally about “risk parity” strategies, but which in fact applies much more broadly — to anybody, in fact, who buys in to the idea that if you invest in riskier assets, you’ll end up with higher returns. Of course, high risk sometimes means that returns are much higher than expected. But it can also mean that returns are far lower, perhaps crippled beyond hope of redemption. Given the reality of fat tails, the likelihood of large negative events is also higher than normal. And poor results can persist for long periods. By now, the myth that risk “goes away” over time should ... market research, surveys and trends

Due to the bull market of the past 10 years, many 401k participants have been fortunate enough to experience unprecedented investment returns. This has led some plan participants to abandon a risk-reducing asset allocation strategy and follow the market. However, this exposes them to potentially debilitating losses. If you are contributing to a 401k plan, you are no doubt aware of the capitalist credo, "it takes money to make money." Yet, in a market that can rise just as soon as fall; a market subject to emotions and ... industry trends, business articles and survey research
John Hancock Survey: Almost 60 Percent Of 401k PlanParticipants ...
401(k)-type retirement plans are either unaware of, or ignoring, one of the most basic tenets of long-term investing: asset allocation. Only 44 percent of participants have a specific strategy or goal for allocating retirement savings, according to the sixth national survey of defined contribution plan participants by John Hancock. Of that segment, only slightly more than half are at or near their target asset allocations. Only one-third of participants have transferred funds or changed allocation of their contributions in the past year. Overall, the survey revealed a general decline in both investment knowledge and familiarity ... industry trends, business articles and survey research
ETFs: Which strategy makes sense in a volatile market?
It’s not easy these days to find anyone who’s bullish on equities. It’s not just that the broad US stock market dropped 10 percent in the second quarter. The flow of disheartening data on jobs, home sales, retail sales, and consumer sentiment in recent weeks has seriously eroded investor confidence. To the extent that investors want to stick with higher-yielding—and necessarily higher-risk—assets, exchange-traded funds and notes (collectively, ETFs) may be their best bet, some believe. They are an ideal vehicle to achieve diversification across broad indexes as a hedge against elevated market volatility, according to David Elan, ... market trends, news research and surveys resources
The university endowment model: Cracked, not broken
FORTUNE -- Every university has a story to illustrate how much poorer it's become in the last two years. Brandeis is exploring loaning out its Warhols for a fee. Harvard stopped serving hot breakfasts. Yale even turned down all the campus thermostats. Penny-pinching continues to guide decision-making at many U.S. universities, and that's shining a spotlight on shrunken endowments, which lost an average of 18.7% in the fiscal year that ended in June 2009, according to a study by the National Association of College and University Business Officers and Commonfund. Results for the 2010 fiscal year will be reported in the ... market trends, news research and surveys resources


EnCorr Asset Allocation Strategy and Portfolio Implementation Software
Risk budgeting: Evaluate the risk each asset class brings ... Selecting the best investments to match your asset allocation strategy is essential. ... technology research, surveys study and trend statistics
Beginners' Guide to Asset Allocation, Diversification, and Rebalancing
Even if you are new to investing, you may already know some of the most fundamental principles of sound investing. How did you learn them? Through ordinary, real-life experiences that have nothing to do with the stock market. For example, have you ever noticed that street vendors often sell seemingly unrelated products - such as umbrellas and sunglasses? Initially, that may seem odd. After all, when would a person buy both items at the same time? Probably never - and that's the point. Street vendors know that when it's raining, it's easier to sell umbrellas but harder to ... technology research, surveys study and trend statistics
1 Strategic Asset Allocation: Portfolio Choice for Long-Term ...
aspects of portfolio construction such as asset allocation, which is the .... This strategy is risky in real terms only because there is inflation; thus ...
  1. profile image RiskNews #risk #management Forward Management Study: Active Asset Allocation Is a Prudent Strategy - Investment Advisor:
Mutual Funds: Asset Allocation, asset allocation strategy, risk ...
I can provide high quality answers to questions about mutual funds domiciled in the United States. Overall, I have 15 years of investment experience. I am currently the Editor of The Mutual Fund Investor , a quarterly publication that provides recommendations and commentary on various no-load mutual funds. I am also currently the Chief Investment Officer of a state registered investment advisory firm that specializes in no-load mutual funds. Experience Overall, I have 15 years of investment experience. I am currently the Editor of The Mutual Fund Investor, a quarterly publication that provides recommendations and commentary ...
What options are there for a low-risk hedge against inflation if I ...
What options are there for a low-risk hedge against inflation if I believe that Treasury Inflation Protected Securities (TIPS) aren't working? I use an asset allocation strategy in my investment portfolio, and it calls for 15% in TIPS. The inflation premium for TIPS is based on the consumer price index, which is vastly understating inflation right now: Bloomberg Article The linked article suggests replacing TIPS with "derivatives tied to inflation expectations" and "corporate and agency bonds." I have no idea how to invest in derivatives, and corporate and agency bonds aren't low risk. It also isn't clear to me ...