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
Dynamic asset allocation
is a systematic way to change asset allocation as funded status changes.
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
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.