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Where am I? Home breadcrumbs arrow image Feature breadcrumbs arrow image Asset Allocation

ASSET ALLOCATION FEATURE

How to use Morningstar Workstation to aid asset allocation

Investment Week | 11 Nov 2011

Web-based research, planning, portfolio management and client reporting tool allows advisers to analyse a client’s attitude to risk and existing portfolios

morningstar-aa
mosque-iw

Islamic asset allocation in the current environment

As investors become more cautious they are likely to look further afield for products

Investment Week | 22 Sep 2010

road-practical

The long and short of investing

Real risk is not about Greek symbols; it is about losing money. It is not about tracking error or weighting reports – it is something that is offensive and hurts

Investment Week | 26 Aug 2010

MORE ASSET ALLOCATION FEATURE

jarvis-adrian

Tactical asset allocation funds: their development and advantages

Aviva's Adrian Jarvis looks at the benefits of tactical asset allocation funds

Investment Week | 03 May 2010

7 tips for success in asset allocation

The seven key considerations to bear in mind for AA investments

Investment Week | 14 Dec 2009

Active vs Passive

The recent market downturn had negative consequences for many investors’ portfolios. In an environment marked by severe macroeconomic stress and unprecedented volatility, both actively and passively managed investment strategies suffered. After a year of undifferentiated performance, some investors are revisiting the debate surrounding the merits of active versus passive investing styles.

Investment Week | 23 Nov 2009

Why use tactical asset allocation?

Several of the world’s largest sovereign wealth funds already have announced reviews of their long-term ‘buy and hold’ strategies with an idea to reducing fixed weights to stocks

Investment Week | 26 Oct 2009

Asset allocation drives returns

Recent market swings have made it clear the rise and fall of our pensions or portfolios are directly proportionate to asset allocation. Investors need to pay more attention to how much of each market they have in their portfolio

Investment Week | 12 Oct 2009

Wealth management is about to change

Changes are afoot that will likely lead to a sea change in money management. Core wealth management funds have flexible asset allocations and are designed to keep out of bad markets and stay in good ones

Investment Week | 05 Oct 2009

MOST READ ARTICLES

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MOST COMMENTED ARTICLES

  • Spurs boss Redknapp cleared of tax evasion charges

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  • Woodford ditches Tesco as Buffett buys

  • Buffett: Bonds should come with a health warning

  • Investors 'twice as likely' to choose active funds over trackers - Lipper

  • Most read
  • Most commented
  • Most popular
  • Could Ireland be this year’s recovery play?

  • Russia: Why it is bucking the trend in Emerging E...

  • Why the eurozone has more than 12 months left

  • IMA Global sector gathers momentum as investors s...

  • Spurs boss Redknapp cleared of tax evasion charges

  • FATCA: US Treasury updates proposals to ease burd...

  • Woodford ditches Tesco as Buffett buys

  • Buffett: Bonds should come with a health warning

  • Close Brothers
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  • Inflation
  • Italy
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  • Schroders
  • Spain
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HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

MONEYHELPLINE.COM: Life As

09 Feb 2012

Basic salary up to £22,000 + £5,000 OTE to reall

DREW CHAPMAN SEARCH AND SE

07 Feb 2012

£25k - £30k + Excellent Bonus: Drew Chapman Sea

IPS GROUP: Systems Tester

07 Feb 2012

£18000 - £20000 per annum + pro rata: IPS Group

Foo This

EDITOR'S CHOICE

1 2 3 4

hale-clive

View from the Bridge: Investment biker

Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.

Jupiter tops Alpha Manager provider list

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

lawrence-gosling

Gosling's Grouse: Baying for blood

When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

EVENTS

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fund5live

21 Feb 2012 - 29 Feb 2012

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Senate Spring Investment Conference

06 Mar 2012 - 09 Mar 2012

Mount Nelson Hotel

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Absolute Returns Focus 2012

13 Mar 2012 - 13 Mar 2012

The Cumberland Great Cumberland Place, London W1H 7DL

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Legal Week Mourant Ozannes Funds Litigation Forum

27 Mar 2012 - 27 Mar 2012

200 Aldersgate, London EC1

More events
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