Retirement asset mix
[DOCX File]Home | Retirement Investment Office
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Disclaimer: The GASB 68 Employer Template Note Disclosures provided by the North Dakota Teachers’ Fund for Retirement (TFFR) is intended to provide participating employers with general guidance in accounting and financial reporting matters. The materials do not constitute, and should not be treated as, professional advice regarding the use of any particular financial reporting technique.
Chapter 21
The preferred mix is chosen, based on the outcomes. Tactical asset allocation involves adjusting the proportions of assets among categories as expectations about the market change. For example, if a bull market is expected, the portfolio would be adjusted to have more stocks, fewer bonds, and less cash.
[DOC File]Governed Retirement Income Portfolio 4 Annual Review
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Governed Retirement Income Portfolio 4 is reviewed quarterly by Royal London’s Investment Advisory Committee (IAC) to make sure it’s performing in line with its objective. The portfolio is invested in a mix of assets shown under current asset allocation.
[DOC File]Retirement Savings Vehicles - Finra Foundation
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That’s a process called asset allocation, and it’s an important component to reaching your investment and retirement goals. Another component is diversification. A sound investing strategy includes a plan to have a mix of different investments—both within and among each of the various asset classes.
[DOC File]THE OKLAHOMA PUBLIC EMPLOYEES RETIREMENT SYSTEM
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The asset allocation mix as of June 30, 2010, and the target mix as adopted by the Board at its April 2008 meeting are as follows: TARGET MIXES FOR OPERS and URSJJ: TARGET Large Cap Domestic Equities 35% Small Cap Domestic Equities 5% International Equities 24% …
[DOCX File]Aviva
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As the expected year of retirement approaches the asset mix will change in favour of bonds and cash. My Future Consolidation AP fund. Risk Rating: 3 Low to Medium Volatility. Aim: To achieve a total overall return from capital growth and reinvested income by investing in a portfolio of predominately passively managed funds. As significant ...
[DOCX File]InnoTech Alberta
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in asset retirement has been identified as a key area of opportunity for the energy, environmental and clean technology industries. Implementing best practices that also contribute to greater sustainability in the work conducted, and leveraging leading edge technologies, have been shown to drive these operational efficiencies, and an online seminar is being developed to showcase leading edge ...
[DOCX File]IT’S ALL IN THE MIX
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Common investment goals include saving for a child’s education; a secure retirement; and other longer-term goals. The key to good investing is diversification or asset allocation. While this sounds complicated, it’s not—it just means that you shouldn’t put all of your eggs in one basket.
[DOC File]Information and Allocation Synopses
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They note that some theories say investment mix should be independent of horizon, but cite advice frequently given by investment advisors to change “the asset mix (to more conservative investments) as retirement becomes closer” (p. 366).
[DOC File]Investment Provider Acknowledgement of planwithease
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Lifecycle Fund: A fund designed to provide varying degrees of long-term appreciation and capital preservation based on an investor’s age or target retirement date through a mix of asset classes. The mix changes over time to become less focused on growth and more focused on income.
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