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

Morningstar* last week advised that tactical asset allocation funds “failed—again.” ...

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’.

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 ...