Tactical asset allocation

NextAlt LLC Announces Soft Launch Showcasing High Caliber Fund Managers

Retrieved on: 
Wednesday, May 25, 2022
Broker-dealer, Capital, Â, ROI, U.S. Securities and Exchange Commission, Tactical asset allocation, SIPC, Efficiency, FINRA, Principal, Compliance, Technology, LLC, Growth, Security (finance), RIAS, CEO, GLOBE, Financial adviser

HOUSTON, May 25, 2022 (GLOBE NEWSWIRE) -- NextAlt, LLC (NextAlt) is pleased to announce its soft launch showcasing three high caliber fund managers (Managers).

Key Points: 
  • HOUSTON, May 25, 2022 (GLOBE NEWSWIRE) -- NextAlt, LLC (NextAlt) is pleased to announce its soft launch showcasing three high caliber fund managers (Managers).
  • NextAlt, LLC is a digital fund marketing business combining tradition capital introductions with a technology platform to enhance fund manager reach and messaging and to speed up allocator introductions, due diligence, and workflows for exempt private transactions.
  • NextAlt partners with Entoro Securities, LLC as its broker-dealer for fully vetted and compliant fund securities offerings and further leverages Entoros OfferBoard securities offering platform for fund transaction execution and compliance.
  • Entoro Securities, LLC, is registered with the Securities and Exchange Commission as a Broker-Dealer and is a member of FINRA and SIPC.

Cohen & Steers Appoints Jeffrey Palma as Head of Multi-Asset Solutions

Retrieved on: 
Tuesday, November 16, 2021
Securities Exchange Act of 1934, Senior, Income, UBS, Tactical asset allocation, Research, Securities Act of 1933, Public Investment Corporation, GE, CNS, Real assets, Company, Environment, Outsourced, NYSE, State Street Global Advisors, Review, SSGA, Financial services

NEW YORK, Nov. 16, 2021 /PRNewswire/ --Cohen & Steers, Inc. (NYSE: CNS) has named Jeffrey Palma to the role of Senior Vice President, Head of Multi-Asset Solutions.

Key Points: 
  • NEW YORK, Nov. 16, 2021 /PRNewswire/ --Cohen & Steers, Inc. (NYSE: CNS) has named Jeffrey Palma to the role of Senior Vice President, Head of Multi-Asset Solutions.
  • Mr. Palma joins Cohen & Steers with 25 years of investment experience.
  • Before joining GE in 2012, he was most recently the Head of Global Equity Strategy at UBS Investment Bank.
  • The Multi-Asset Solutions team, led by Mr. Palma, will include teams led by Vince Childers, Head of Real Assets Multi-Strategy, Doug Bond, Head of Closed-End Funds, and John Muth, Macro Strategist.

Smith Capital Investors Funds Celebrate 3 Years with Top-Decile Performance and Fee Reduction

Retrieved on: 
Wednesday, July 7, 2021
Finance, Money, Economy, Investment management, Investment, Investors, Active management, Tactical asset allocation

Smith Capital Investors believes the strong performance was aided by the Funds' active management approach and dynamic portfolio positioning capabilitydefensive, neutral, or opportunisticwhich allowed allocation flexibility in response to varied market conditions.

Key Points: 
  • Smith Capital Investors believes the strong performance was aided by the Funds' active management approach and dynamic portfolio positioning capabilitydefensive, neutral, or opportunisticwhich allowed allocation flexibility in response to varied market conditions.
  • One of the founding principles of Smith Capital Investors is providing positive client experiences through investment performance and personal attention to client relationships and dialogue.
  • That said, our focus on investing excellence expands well beyond the competitive results we've produced for our investors; it's about consistency," said Gibson Smith*, Founder and Chief Investment Officer of Smith Capital Investors.
  • Smith Capital Investors LLC, a Colorado-based investment management firm, is focused on income investing with a keen eye on risk-adjusted returns and preservation of capital.

Putnam Investments Appoints Brett S. Goldstein Co-Chief Investment Officer of Global Asset Allocation

Retrieved on: 
Monday, June 28, 2021
Banking, Professional services, Finance, Finance, Investment management, Money, Actuarial science, Putnam Investments, Dynamic asset allocation, Asset allocation, Economy, Tactical asset allocation, Brett Goldstein, Putnam Global Asset Allocation, Putnam Investments, BRETT GOLDSTEIN, PUTNAM GLOBAL ASSET ALLOCATION, PUTNAM INVESTMENTS

In a move expected to provide long-term leadership continuity for its multi-asset investment group, Putnam Investments today announced that Brett S. Goldstein has been named Co-Chief Investment Officer, Global Asset Allocation (GAA), effective June 30.

Key Points: 
  • In a move expected to provide long-term leadership continuity for its multi-asset investment group, Putnam Investments today announced that Brett S. Goldstein has been named Co-Chief Investment Officer, Global Asset Allocation (GAA), effective June 30.
  • Asset allocation is an increasingly dynamic area of investing, presenting an array of new opportunities for the marketplace, said Aaron M. Cooper, Chief Operating Officer, Putnam Investments.
  • He is a Portfolio Manager of Putnam Dynamic Asset Allocation Funds (Growth, Balanced, and Conservative); Putnam Dynamic Risk Allocation Fund; Putnam Multi-Asset Absolute Return Fund; Putnam Retirement Advantage Funds; Putnam RetirementReady Funds; and Putnam 529 for America.
  • Putnams Global Asset Allocation team is one of the industrys longest-tenured groups of asset allocation specialists.

Intelligent Asset Management: Our case for active tactical rotation

Retrieved on: 
Thursday, March 18, 2021
Finance, Money, Investment management, Economy, Investment, Financial markets, Actuarial science, Active management, Asset allocation, Portfolio, Stock market index, Tactical asset allocation

Conventional asset management favors buy and hold portfolios that range in strategy from fully static weighting, to using optimizers to build portfolios based on risk adjusted returns or other criteria.

Key Points: 
  • Conventional asset management favors buy and hold portfolios that range in strategy from fully static weighting, to using optimizers to build portfolios based on risk adjusted returns or other criteria.
  • We wish to answer the question of whether trading actively pays off for the investor relative to passive strategies.
  • While static allocation may perform well in many cases, the case for active management particularly in cross asset allocations remains very strong.
  • The results are shown below:
    Active management and tactical rotation can significantly improve returns even when relatively simple strategies are used.

Franklin Templeton Introduces Franklin Global Allocation Fund for US Investors

Retrieved on: 
Monday, February 1, 2021
Banking, Professional services, Finance, Finance, Money, Asset allocation, Investment, Franklin Templeton Investments, Investment fund, Investment management, Tactical asset allocation, Dynamic asset allocation

Franklin Templeton announced today the repositioning and renaming of its Founding Funds Allocation Fund effective immediately.

Key Points: 
  • Franklin Templeton announced today the repositioning and renaming of its Founding Funds Allocation Fund effective immediately.
  • Now named Franklin Global Allocation Fund, the fund will transition from a fund-of-fund structure with a static allocation strategy to a direct investment fund with an actively managed global multi-asset strategy.
  • The asset allocation and tactical positioning will be guided by and aligned with the views of our Investment Strategy and Research Committee, aiming to offer investors a dynamic, global allocation strategy that delivers total return from capital appreciation and income.
  • Franklin Resources, Inc. [NYSE:BEN], is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries.

Purpose Investments Highlights the Power of Being Tactical as Purpose Tactical Asset Allocation Fund Turns Five Years Old

Retrieved on: 
Thursday, December 10, 2020
Finance, Money, Investment management, Economy, Tactical asset allocation, Asset allocation, Portfolio, Active management, Dynamic asset allocation

Purpose Tactical Asset Allocation Fund is a rules-based strategy which allows investors to navigate the changing landscape of the market by automating a portion of a portfolios asset allocation decisions.

Key Points: 
  • Purpose Tactical Asset Allocation Fund is a rules-based strategy which allows investors to navigate the changing landscape of the market by automating a portion of a portfolios asset allocation decisions.
  • In each major event, Purpose Tactical Asset Allocation Fund has helped protect investors capital by quickly becoming defensive to match market conditions.
  • Purpose Tactical Asset Allocation Fund has proven its value over the course of its life and were thrilled to be able to step back at this point to reflect on its success, said Greg Taylor, CIO of Purpose Investments.
  • Purpose Tactical Asset Allocation Fund has earned a 5-Star Morningstar rating for its strong performance within the Tactical Balanced category.

Guardian Announces Changes to the Name and Investment Strategies of Guardian Balanced Fund

Retrieved on: 
Friday, October 30, 2020
Investment management, Finance, Money, Economy, Tactical asset allocation, Asset allocation, Rebalancing investments, Exchange-traded fund, Index fund

TORONTO, Oct. 30, 2020 (GLOBE NEWSWIRE) -- Guardian Capital LP (Guardian), the manager of the Guardian Capital Funds, announced today that it is changing the name of Guardian Balanced Fund to Guardian Managed Balanced Portfolio (the Fund).

Key Points: 
  • TORONTO, Oct. 30, 2020 (GLOBE NEWSWIRE) -- Guardian Capital LP (Guardian), the manager of the Guardian Capital Funds, announced today that it is changing the name of Guardian Balanced Fund to Guardian Managed Balanced Portfolio (the Fund).
  • Simultaneously, Guardian is updating the Funds investment strategies by moving from a static selection of strategies and systematic asset mix rebalancing to a strategic and tactical asset allocation methodology.
  • These changes are designed to better position the Fund within the family of Guardian Capital Funds.
  • Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and the Guardian ETFs.

FleishmanHillard China Asset Management Report Shows Investors Need Foreign Firms to Justify Higher Fees

Retrieved on: 
Tuesday, September 15, 2020
Investment management, Finance, Money, Asset management, Management accounting, Valuation, Management, Institutional investors, Actuarial science, Hedge fund, Tactical asset allocation

The report, The Future of Asset Management in China 2020 , offers insights to global asset managers assessing opportunities in China.

Key Points: 
  • The report, The Future of Asset Management in China 2020 , offers insights to global asset managers assessing opportunities in China.
  • However, while Chinese investors will pay higher fees for foreign fund management relative to local managers, they expect to get some added value in the form of unique investment strategies and capabilities.
  • "Our second China-focused asset management report provides useful insights to help industry players understand investor expectations and plan their communications programs more effectively.
  • Just over 90% of the investors had invested in Qualified Domestic Limited Partner (QDLP) products run by overseas asset managers.

Strategic Asset Allocation and Portfolio Management (June 9-18, 2020) - ResearchAndMarkets.com

Retrieved on: 
Thursday, April 2, 2020
Professional services, Finance, Economy, Finance, Money, Actuarial science, Financial markets, Investment, Financial risk management, Asset allocation, Modern portfolio theory, Investment management, Portfolio, Tactical asset allocation

The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering.
  • This practical course will review developments and best practices within the investment management industry focusing on asset allocation and portfolio construction.
  • You will have a chance to explore the best practices across the industry using current industry research, reports, analysis and case studies.
  • The program is designed for delegates with a knowledge of the fundamentals of modern portfolio theory, asset allocation theory, equity analysis and portfolio construction techniques.