Portfolio asset allocation

Portfolio asset allocation

The distribution, by type of asset, of a portfolio's holdings.

Portfolio Asset Allocation

An active management strategy for a portfolio with a basic set of securities. The investor changes the securities represented in the portfolio as his/her investment goals change. It is important to note, however, that asset allocation implies diversification to the portfolio. The investor or money manager may use fundamental, technical and/or macroeconomic analysis in determining when and how to change the securities in the portfolio.
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The 10% volatility target of the baseline Salient Risk Parity Index is approximately equal to the long-run annual standard deviation of a typical portfolio asset allocation consisting of 60% equities and 40% debt.
The World Selection Funds offer a diversified mix of asset classes, tactical active management of the portfolio asset allocation and due diligence of participating investment managers, the company said.
Our clients will be able to see a complete picture of their portfolio asset allocation, risk performance and attribution.
The volatility target of the Salient Risk Parity Index is 10%, which is approximately equal to the long-run annual standard deviation of a typical portfolio asset allocation consisting of 60% equities and 40% debt.
It enables our fund manager clients to see a complete picture of their portfolio asset allocation, risk performance and attribution on a daily basis.
Track portfolio asset allocation by sector, equity type and market cap
There is also a new dashboard perspective, where users can see a complete picture of their portfolio asset allocation, risk performance and attribution at a glance.
Upon enrolling in the program, each participant selects starting and ending portfolio asset allocation targets and a final target date.
Retirement Date Funds are rebalanced annually based on an individual's selected retirement date to help manage their portfolio asset allocation as they near retirement.
Colorful charts and graphs communicate the portfolio asset allocation, returns, and holdings history, bringing the portfolio and its management into focus.
CLO managers and investors will have greater transparency on the collateral loss profiles, and managers will have a more precise tool to manage the portfolio asset allocation," said Senior Director Shaun Baddeley.