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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Dr Scacciavillani is the chief strategy officer in the Oman Investment Fund and oversees a multibillion-dollar portfolio asset allocation in international financial markets.
Check with your financial advisor to make sure your portfolio asset allocation is appropriate for you.
If you are uncomfortable with the things that are happening around you that may affect the stock market, or maybe you find the market expensive, or you feel like you're taking on too much risk, it is best to revisit your portfolio asset allocation.
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.
Exhibit 2 presents a Global Portfolio Allocation Scoring System (PASS) for determining an appropriate portfolio asset allocation guide for individual investors.
Our clients will be able to see a complete picture of their portfolio asset allocation, risk performance and attribution.
It enables our fund manager clients to see a complete picture of their portfolio asset allocation, risk performance and attribution on a daily basis.
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.
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.