Managers should employ smart beta strategies efficiently.
Use alternative strategies to help all clients
Retirees and institutional investors share the same priorities.
The big guns at TIGER 21 made only minor changes to asset allocations over Q3, the group’s quarterly report shows.
Innovative metrics are a must for effective stock selection
TIGER 21 has released its latest asset allocation report, providing a snapshot of how an important segment of North America’s affluent investors position their portfolios for wealth preservation. The report represents investment exposure as of the end of the second quarter of 2013.
After four years of stalled growth, money managers’ assets under management (AUM) worldwide rose to a high of US$62.4 trillion in 2012— topping the 2007 record of $57.2 trillion.
As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.
As clients live longer, so must their savings.
Even under the best of conditions, they magnify errors.