Posts tagged ‘allocation’

Rebalancing Might Be a Real Secret to Successful Investing



Think back to when you first created your investment portfolio. You probably took great pains to select just the right funds for your goals and your comfort level with risk. But what’s happened since then? If you haven’t rebalanced your portfolio regularly, it may have gone astray — and you…

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From Frozen to Terminated – Effective Execution of a DAA Strategy



Terminating a hard-frozen defined benefit (DB) plan starts with getting  an appropriate asset allocation strategy.  This is where Dynamic Asset Allocation (or DAA) comes into play. A DAA strategy helps plan sponsors transition from equity to bond investment options as their plan’s funding…

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