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Examples
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"If you can create the same asset-class exposures as a target-date fund, but save half a percentage point in annual expenses, you are likely better off," he says.
How to Hit The Target Veronica Dagher 2011
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"It's a much more balanced asset-class mix from revenue standpoint," Mr. Kim said.
Federated Investors Needs to Show It Can Retain Assets Daisy Maxey 2010
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Adia's head of strategy, Jean-Paul Villain, said Mr. Chu would "contribute significantly to Adia's long-term allocation strategy and ability to identify new asset-class opportunities."
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" By taking some risk off the table as asset-class risk increases, that potentially sidesteps some of the downward movement in the market, " says Theodore Enders , portfolio strategist at Goldman Sachs Asset Management.
How to Play a Market Rally Ben Levisohn 2010
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"It's a much more balanced asset-class mix from revenue standpoint," Mr. Kim said.
Federated Investors Needs to Show It Can Retain Assets Daisy Maxey 2010
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However, BATS sees bigger growth opportunities in other asset classes and geographical areas, Mr. Ratterman said, adding that the company hopes to make a formal announcement later this year on its next geographic or asset-class expansion.
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In contrast, the "tactical" asset allocation school shifts asset-class weights based on near-term predictions of returns.
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"It's a much more balanced asset-class mix from revenue standpoint," Mr. Kim said.
Federated Investors Needs to Show It Can Retain Assets Daisy Maxey 2010
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While we generally favor ETFs and mutual funds for our asset-class exposure, we will be buying individual bonds in this case.
Finding Old-Fashioned Value In The New Normal Rick Ashburn 2010
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"It's a much more balanced asset-class mix from revenue standpoint," Mr. Kim said.
Federated Investors Needs to Show It Can Retain Assets Daisy Maxey 2010
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