As with SEI's Dynamic Asset Allocation
Fund, this tactical approach to the glide path is gradually dialed down as people near retirement, to keep them from being "vulnerable," McIntosh says.
The objective of NAFA Islamic Principal Preservation Fund is to earn a potentially high return through dynamic asset allocation
between Shariah Compliant Equity related, and Shariah Compliant Income/Money Market Collective Investment Schemes, while providing principal preservation.
In "Dynamic Asset Allocation
Strategies Based on Unexpected Volatility," Valeriy Zakamulin shows that unexpected increases in current volatility affect future returns as vell.
Research connected with Bernstein's Dynamic Asset Allocation
program indicated that, as a rule of thumb, investors in a 60/40 mix could expect about a 10% reduction in annualized volatility over time, with little--if any--sacrifice of return.
For long-term strategic or short-term dynamic asset allocation
, for example, we were in a better position to grab market opportunities that would suit us best.
Next, several dynamic asset allocation
approaches based on our business cycle indicator (CLI) are examined.
Dynamic asset allocation
that can change with market conditions and client objectives is what works best in a volatile environment, he added.
Providing resources, education and actuarial consulting, the program aims to help financial professionals and their clients walk through the key steps for shutting down a plan, including termination strategies, execution of a Dynamic Asset Allocation
(DAA) strategy, plan termination administration and final distribution of assets.
You need to have a dynamic asset allocation
in order to adapt your investments to the environment.
Then the team designed a dynamic asset allocation
strategy in which the funded status of the plan can trigger changes to its asset allocation, and the funded status together with the level of interest rates can trigger changes in the plan's interest-rate hedge ratio.
By contrast, in a dynamic asset allocation
strategy, portfolio risk level responds to the plan's funded status in a systematic manner.
A prime example is the Dynamic Asset Allocation
service that AllianceBernstein employs as sub-advisor for Transamerica Asset Management's VA portfolio.