…willing to accept the risk of not keeping up with inflation; or to balance a more aggressive portfolio. WHAT ARE ASSET ALLOCATION FUNDS? Strategy, or Asset Allocation funds, buy more than one asset category to reduce risk through diversification. As stock prices and bond interest…
…an individual and invest in a combination of US stocks, US bonds, and international stock index funds. Assets are allocated among these index funds according to a pre-determined asset allocation strategy. The TDFs automatically rebalance to a more conservative strategy as the target retirement date…
…market rates, the real funding shortfall will decrease as interest rates rise further. So what is the best strategy for investing your defined benefit plan assets? There are two approaches: the total return investment strategy, and the liability-driven investment strategy. The first, more typically seen…
…the full range of asset classes, putting one of every five dollars in alternative asset classes like private equity. A recent Georgetown study estimated that 401(k) plans diversified with a modest allocation to alternative asset classes including private equity, hedge funds, and real estate, would…
…asset allocation and quantitative stock screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit…
…the percentage of the portfolio in the higher performing asset class(-es) and increasing the percentage in the underperforming asset class(-es), in order to maintain one’s desired target asset allocation. Rebalancing can be done either on a calendar basis (monthly, quarterly, and annually) or when a…
Asset Allocation Learn more about asset allocation and why it is key to building your investment strategy. Asset Allocation – What’s The Right Asset Allocation For You? It’s All About the Asset Allocation Mix Asset Allocation: Make It The Secret of Your Success What’s The…
…economic and financial market blogs to Pentegra’s Talk to a Specialist website and the financial media. Prior to joining Pentegra, Mr. Slade was a Senior Quantitative Analyst at Citigroup Asset Management, providing asset allocation and quantitative stock screening for mutual fund products. Prior to Mr….
…the sum of the annual participant account allocations. For example, an overfunded plan may have no required employer contributions for a given year, despite the current year allocations. Although allocations are credited to individual hypothetical accounts, actual plan assets are commingled for investment purposes. Since…
…Labor also requires small plans who have less than 95% of their assets in “qualifying assets” to obtain an audit, unless those assets are adequately covered by an ERISA fidelity bond. A qualifying plan asset is generally one that is easily transacted on a public…
Asset Allocation Think of asset allocation as the starting point for building your portfolio. Learn more about asset allocation and how it’s key to building your investment strategy. Asset Allocation: Make It The Secret of Your Success What’s The Right Asset Allocation For You? Asset…
Asset Allocation Think of asset allocation as the starting point for building your portfolio. Learn more about asset allocation and how it’s key to building your investment strategy. Asset Allocation: Make It The Secret of Your Success What’s The Right Asset Allocation For You? Asset…