Strategic Asset Allocation
A portfolio strategy that involves periodically rebalancing the portfolio in order to maintain a long-term goal for asset allocation. Investopedia Says:
At the inception of the portfolio, a "base policy mix" is established based on expected returns. Because the value of assets can change given market conditions, the portfolio constantly needs to be re-adjusted to meet the policy. Related Terms:
Asset
Asset Allocation
Constant Proportion Portfolio Insurance - CPPI
Portfolio
Tactical Asset Allocation
Treynor-Black Model |