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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In fact, if you compare two sample balanced portfolios with similar returns, one invested in low cost index ETFs, and one in actively managed mutual funds, over the investment period of age 25-69, the low cost ETF portfolio may end up $1,000,000 richer.
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.
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.
Within balanced portfolios, the fixed income strategy is implemented through the purchase of individual bonds with short to intermediate maturities.
Regardless of investor motivation, it's a welcome trend toward better balanced portfolios.
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.
The firm offers an array of equity, fixed income, and balanced portfolios that invest in U.
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.
MetWest Capital, specializing in large cap domestic equity, international equity, small cap equity and balanced portfolios, manages $2 billion in assets on behalf of its clients.
Additionally, Kevin Collins has been promoted to Portfolio Manager, managing the Growth & Income portfolios and the equity portion of Alger's Balanced portfolios.

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