Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

a strategic asset allocation strategy may seem relatively rigid. Therefore, you may find it necessary to occasionally engage in short-term, tactical deviations from the mix to capitalize on ...

Some investors try to mix strategic and tactical allocation with an approach called ‘Core/Satellite’.

Strategic asset allocation is structured ... we look to revise our long-term expected return. How do you use tactical asset allocation to capitalise on short-term market opportunities?

Furthermore, the strategic allocation also balances risks ... lead to an equal risk contribution before tactical considerations. Also within asset classes, all markets have equal risk weightings ...

The UBS Multi Asset Strategy Tactical Rotation Index (the “Index” or the ... designed to reduce bond exposure in a rising rates environment while allowing for bond allocation in a declining rates ...