Lunchtime Takeaway: Better asset allocation

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

Better asset allocation

The decision to make a tactical adjustment to asset allocation is based on variables, indicators and inputs that fall into four main categories:

• The macroeconomic picture
• Bottom-up fundamentals of different asset classes
• Valuations
• Investor sentiment

Want the details? Read: Tactical asset allocation

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.