The basis of asset allocation rests, in part, on the correlation (or lack of correlation) between asset classes
This information helps tactical asset allocators study the long-term outlook for various asset classes
, which is what they concentrate on anyway, and recommend shifts when current valuations deviate from that outlook.
Managers who digest this will allocate across investment styles and asset classes
to pick up on trends more quickly.
Even though asset classes
(such as foreign bonds) are expected to produce lower after-tax returns when held in a high-bracket individual's taxable portfolio, many individuals may still use these to diversify their portfolios by holding them inside a tax-deferred account.
This entity offers proprietary funds in all asset classes
for a passive, diversified, long-term investment approach.
Investor willingness to hold CEFs and ETFs for the long-term may increase with greater understanding of these asset classes
This integration enables Smart Trade to offer investment bank customers streamlined execution processes across asset classes
with very efficient messaging speeds.
In addition to actively managing the Group's existing portfolio, ZAAM will make new investments in each of the asset classes
, supported by a substantial long-term capital commitment from Zurich, resulting in the Group's total investments in these asset classes
approximating $5 billion.
Bailey brings extensive experience in banking and a successful financial services sales background to Smart Trade where she will work with financial institutions, brokerage houses and exchanges to help them build their internal marketplaces and market-making systems across asset classes
This is entirely analogous to developments we have witnessed within traditional asset classes
, where passive management has become an increasingly popular alternative to active management as the industry has matured.
The contract awards will establish a pool of investment management firms to provide transition management services, which may involve multiple asset classes
and multiple managers with domestic and international mandates across all capitalization ranges, styles and regions.
Time is a powerful source of diversification, and that insight can allow an investor to take advantage of asset classes
that historically are more volatile over short time frames but have outperformed less volatile asset classes
over longer holding periods.