Balanced Portfolio

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Balanced Portfolio

A portfolio with money invested equally or almost equally in high-risk and low-risk securities. This allows the investor to take some advantage of market upswings while not losing everything in a downturn. It requires less day-to-day management than an aggressive investment strategy, but more than a defensive one. For example, balanced investors are more likely to buy a certain speculative investment while putting an equal amount of money into Treasury notes.
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Regardless of investor motivation, it's a welcome trend toward better balanced portfolios.
The firm offers an array of equity, fixed income, and balanced portfolios that invest in U.
8 billion in assets under management as of March 31, 2005, NWQ serves institutions and individual private clients through domestic and international equity and balanced portfolios that span the capitalization ranges.
Dynamic Power American Growth Fund will be included in the MultiPartners Balanced RSP, Balanced Growth RSP, High Growth RSP and Global Balanced Portfolios.
More importantly, governing councils can create a business-driven IT agenda, design and deploy corporate processes, and provide a clear set of parameters to local teams regarding balanced portfolios and new project selection.
Additionally, Kevin Collins has been promoted to Portfolio Manager, managing the Growth & Income portfolios and the equity portion of Alger's Balanced portfolios.
Three of the managers on the AssetMark platform will begin offering balanced portfolios.
Within balanced portfolios, the fixed income strategy is implemented through the purchase of individual bonds with short to intermediate maturities.
The new funds offer added flexibility in building globally diversified balanced portfolios, and are geared for the firm's institutional clients and a network of fee-only financial advisors.
As a team, NPIM and Dean should be able to provide even greater after-tax returns with less risk than other balanced portfolios.
Symmetry's growth has been fueled by increased institutional investments as well as a growing network of financial advisors who are using the company's passively managed balanced portfolios for their clients.

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