London-based head of asset-allocation research at HSBC.    From Wordnik.com.  [Off to Europe or to Asia? International Investors Are Weighing the Prospects] Reference

Symbolizing this philosophy is the bank's asset-allocation meeting.    From Wordnik.com.  [Tilling New Fields] Reference

Historical returns have lent support to this asset-allocation strategy.    From Wordnik.com.  [Commodities Zig. Stocks Do, Too] Reference

Investors using standard asset-allocation approaches have been hammered.    From Wordnik.com.  [Some Funds Stop Grading on the Curve] Reference

(First, consult with a financial planner or study asset-allocation strategies.).    From Wordnik.com.  [Don't let a hot asset tempt you away from your investing strategy and into a bubble bath.] Reference

Any purchase of specific bonds should be part of your overall asset-allocation strategy.    From Wordnik.com.  [You Could Use Some Quality Bonds] Reference

"We will be conducting an asset-allocation study, but we're not making radical changes.".    From Wordnik.com.  [Calpers to Break With Norm as New Investment Chief Arrives] Reference

Thinking Ahead Your net worth also should be factored into the asset-allocation decision.    From Wordnik.com.  [What You Should Know About Risk] Reference

For example, our rough list included target-date, asset-allocation and equity-income funds.    From Wordnik.com.  [Balanced Funds -- James Balanced] Reference

Ned Notzon, head of T. Rowe Price Group Inc. 's asset-allocation committee, is in this camp.    From Wordnik.com.  [Only the First Quarter,] Reference

In his new role, he will serve as head of global macroeconomic and asset-allocation strategies.    From Wordnik.com.  [McVey Back at Morgan Stanley] Reference

(We nixed target-date, asset-allocation and fund-of-funds since we devote other screens to them.).    From Wordnik.com.  [Low Minimums] Reference

We bring up this point because the label can influence how advisers design their asset-allocation models.    From Wordnik.com.  [Midcap Funds] Reference

The annuity offers consumers the choice of two asset-allocation portfolios built with Vanguard Group ETFs.    From Wordnik.com.  [Laggards Get the Boot] Reference

His asset-allocation fund (ticker: PRPFX) is up 4.74% year-to-date, after returning more than 12% in 2007.    From Wordnik.com.  [Our All-Star Defensive Team – Ten Funds That Can Keep an Investor's Money Safe] Reference

These include go-anywhere bond mutual funds, asset-allocation funds and some funds targeted towards retirees.    From Wordnik.com.  [As Some Contract, Pimco Is Expanding] Reference

In general, such programs involve broadly diversifying a participant's money in a specified asset-allocation plan.    From Wordnik.com.  [The Boss Lends a Hand] Reference

"This opens up the door for investors to do asset-allocation and sector-rotation strategies with fixed-income ETFs.".    From Wordnik.com.  [Bond ETFs Draw a Surge of Funds] Reference

Mr. Burns attributed this to investors with asset-allocation plans rebalancing their portfolios by purchasing stocks.    From Wordnik.com.  [Index-Tracker ETFs Gain Investor Favor] Reference

These are asset-allocation funds that offer a mix of investments aimed at conservative, balanced or aggressive investors.    From Wordnik.com.  [Is Your 401(K) Ok?] Reference

That raises a big question: Is one asset-allocation strategy appropriate for every investor with the same retirement year?.    From Wordnik.com.  [For Retirement, 'One Size' Isn't Always a Good Fit] Reference

Planning Ahead When shopping for a 529 plan, you should consider costs, investment options and asset-allocation strategies.    From Wordnik.com.  [The Best and Worst] Reference

Harvard hasn't yet released the official results for fiscal 2008, but its 2008 asset-allocation strategy is on its Web site.    From Wordnik.com.  [Harvard's Endowment Offers] Reference

MetLife Inc. began offering two asset-allocation portfolios primarily made up of ETFs in a variable-annuity offering in 2005.    From Wordnik.com.  [Laggards Get the Boot] Reference

The uniform response: Investors who have asset-allocation strategies based on long-term goals shouldn't make drastic changes.    From Wordnik.com.  [The Pros' Advice] Reference

A spokeswoman for Dalton said the investor decided to pull assets out of the fund as a result of an asset-allocation decision.    From Wordnik.com.  [Two fund managers to go] Reference

(PRPFX), another asset-allocation fund, kept last year's loss to 8.4%, based on the premise that "the future is unpredictable.".    From Wordnik.com.  [And Then There Were Three] Reference

He would recommend adding three asset-allocation funds, but says, "There's fear that if we let employees move, they'll stampede.".    From Wordnik.com.  [Is Your 401(K) Ok?] Reference

Firstly, many financial advisers and investors use passive funds and indexed ETFs as part of a conservative asset-allocation plan.    From Wordnik.com.  [Index-Tracker ETFs Gain Investor Favor] Reference

The fund's in-house strategic and tactical asset-allocation teams are set to be merged, as are the currency and fixed-income teams.    From Wordnik.com.  [Swedish Pension Fund Says Assets Declined $6 Billion] Reference

Andrew Cole Director, asset-allocation team at Baring Asset Management and manager of the Baring Multi Asset fund Year of birth: 1963.    From Wordnik.com.  [Experience Is a Valuable Commodity] Reference

Fund companies may be forced to make changes if regulators decide to take a tougher stance on these funds 'asset-allocation strategies.    From Wordnik.com.  [No Quick Recovery for Hard-Hit Target Funds] Reference

For institutional investors, ETFs are used as an asset-allocation tool to gain exposure to beta, or market return, from different sources.    From Wordnik.com.  [LSE faces hurdles becoming tops in ETFs] Reference

The underlying principle is simple: Spare investors from asset-allocation mistakes by giving them instant diversification across the U.S.    From Wordnik.com.  [International Investors] Reference

A strategy based on a solid asset-allocation plan and dollar-cost averaging is more likely to lead to sustainable gains over the longer haul.    From Wordnik.com.  [Avoiding the Bear Traps] Reference

The reality, he says, is that few investors have the time, patience or expertise needed to develop asset-allocation plans and manage diversified portfolios.    From Wordnik.com.  [Avoiding the Bear Traps] Reference

At UBS Global Asset Management, senior asset-allocation strategist Greg Fedorinchik looks at how the stock market measures up based on the cash it will generate in the future.    From Wordnik.com.  [When Is It Time to Buy Stocks Again?] Reference