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

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

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 ...

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?

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

Historically, the managers have averaged over 10 tactical calls per year ... split responsibilities between four groups: strategic benchmark, asset allocation, security selection, and portfolio ...

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 ...