Around half the 67bn Euro European Union structural fund allocation to the country is being spent on road development, sanitation and environmental improvements.
Their competence and duty to advise seemingly encompasses anything a fund may encounter- asset allocation, manager and fund performance, personnel turnover at managers, real estate, private equity, international and emerging markets, hedge funds, fund of funds, brokerage-everything but consultant-related issues.
FORBES: The Duty To Investigate Pension Consultant Conflicts (September 1, 2001)
's Global Allocation fund in June sold more than 10, 000 shares, or 10% of its holdings.
For instance, Vontobel and Newfleet are partnering to create a global allocation fund.
"The ICI's statements regarding its role as, essentially, the spokesman for fund managements raises issues that involve the allocation of ICI dues between fund management and their funds, " Meyer Eisenberg , acting director of the SEC's division of investment management, told Forbes.
Each fund gets a 5% allocation and held for 30 days minimum or until the ROC turns negative.
FORBES: Three Ways To Invest In Emerging Markets Beyond BRIC
To overcome this resistance, the proposed fund would maintain the same allocation to JGBs as the current one.
These portfolios were compared over five years to an all index fund portfolio using the same allocation to the three asset classes.
Mr. Timmerman is comfortable with the relatively large allocation to this fund because he has owned funds managed by DoubleLine manager Jeffrey Gundlach for years.
WSJ: This Adviser Puts Real-Estate Fund in Suggested Portfolio
Poor mutual fund choice, inappropriate asset allocation, the wrong risk level, inefficient tax management, and an unwillingness to let time do its magic will result in a less than desirable outcome.
The allocation under this fund is utilized to enhance South-South cooperation for capacity building in education and science for the benefit of the Least Developed Countries, Small Island States and in support of the Priority Africa agenda.
The treasurer did not mention is that his new asset allocation subjected the fund to far more risk, and the money managers Moore picked to do so on average have underperformed peers in the same markets--as has the overall fund.
How does the fund fit into your overall asset allocation?
FORBES: When To Sell Your Mutual Fund And Fire Your Money Manager
Their allocation model is used by fund managers at Roosevelt Investments in New York.
Other ETFs with a large Bank of America position include the iShares Dow Jones U.S. Financial Services Index Fund (IYG), with an allocation of nearly 9.8%, and the SPDR KBW Bank ETF (KBE) with an allocation of over 10.6%.
Jonathan Garner of Morgan Stanley says that recent fund flows into emerging markets represent a re-allocation of just three-hundredths of one percentage point of global wealth.
The Vanguard 2005 Target Retirement fund has, we were told, a 47% allocation to equities.
FORBES: More Worries for Defined Contribution Plan Fiduciaries (August 31, 2006)
Because a bucket strategy redistributes funds among buckets rather than rebalancing, it shifts the overall portfolio to a traditionally less risky allocation compared to that in a target date fund.
The big key to this fund is, it is a rules-based asset allocation methodology, designed and has an objective of producing positive returns, regardless of the condition of the financial market.
The perception that gold should now account for at least a few percentage point share in an asset allocation program convinced even the most successful hedge fund managers to invest in this yellow metal.
Bill Gross and Mohamed El-Erian have turned bullish on muni bonds ahead of inevitable tax hikes in 2013, and have put their money where their mouth is by beefing up the allocation to these securities in the Total Return Fund.
This typically begins with an asset allocation decision and then moves on to individual index fund selection.
Individual investors increased their stock and stock fund holdings last month, according to the April AAII Asset Allocation Survey.
Some fund managers also worry that banks they sue will restrict their allocation of bonds in future offerings, while hedge funds fret that their prime brokers will close off finance to them, says David Grais, a lawyer who works with aggrieved investors.
ECONOMIST: Banks are under assault from buyers of mortgage securities
The standard bearer capital allocation model of a portfolio describes inherent risks to the fund, but not reward.
FORBES: The 'Secret Sauce' Of A Mutual Fund With A One-Track Mind
The other risk is that the fund invests in a selection of stocks that deviates from its asset allocation.
There are reasons to tilt your asset allocation, but the stock-picking expertise of a mutual fund manager is rarely one of them.
Stock and stock fund allocations rebounded to a three-month high in the July AAII Asset Allocation Survey.
Stock and stock fund allocations fell to a seven-month low according to the May AAII Asset Allocation Survey.
应用推荐