Dynamic asset allocation


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Dynamic asset allocation

An asset allocation strategy in which the asset mix is quantitatively shifted in response to changing market conditions, as in a portfolio insurance strategy, for example.

Dynamic Asset Allocation

An active management strategy for a portfolio or fund with a basic set of securities. The money manager changes the securities represented in the portfolio or fund as needed in order to take advantage of short-term profits. However, once the portfolio or fund has attains those profits, the money manager returns to the basic set of securities originally in it. The money manager may use fundamental, technical, and/or macroeconomic analysis in determining when and how to change the securities in the portfolio or fund.
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A speaker at the upcoming marcus evans Private Wealth Management Summit Fall 2012, in Las Vegas, Nevada, December 2-4, Rolph shares his thoughts on dynamic asset allocation and how to invest in the current market environment.
Our portfolios have to be well diversified and the key words are definitively dynamic asset allocation.
Given the investor input, the Black-Litterman model can be viewed as a tactical or dynamic asset allocation tool that offers something above and beyond both resampled MVO and traditional MVO.
The FTJ FundChoice strategist program features both strategic and dynamic asset allocation portfolios aimed to meet the needs of clients.
Their white paper, "Momentum Investing and Asset Allocation", authored by Chief Investment Officer Drew Knowles providing insights into better risk and return results through dynamic asset allocation and rebalancing of classes using their interpretation of Relative Strength theory across market cycles.
Hartwig was most recently a director in the Global Multi Asset Group at Baring Asset Management, where he was responsible for managing the Baring Euro Dynamic Asset Allocation Fund.
Although the advisor will customise the plan for you, there are three commonly used models - Strategic Asset Allocation, Dynamic Asset Allocation and Risk & Time Matrix Asset Allocation.
Working with Aon Hewitt s pension actuarial consultants and investment consultants, he develops strategic and dynamic asset allocation solutions, analyzes plan settlement strategies, and monitors the success of these strategies against both traditional and nontraditional benchmarks.
This approach combines dynamic asset allocation, portfolio construction, manager selection, and continuous monitoring to maximise investment opportunities and diversify risk providing more consistent results for investors.
It should be added that the PPF recognises that its proposed method of assessing investment risk would not allow schemes to benefit from hedging strategies and dynamic asset allocation.
The Asian fund will follow a dynamic asset allocation strategy, he added.
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