Transcription of Investment Strategy
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PInvestment StrategyInterpreting key concepts and choosing appropriate strategiesContents Asset Allocation 2 Strategic asset allocation 6 Tactical allocation 8 Choosing the appropriate mix 9 Portfolio rebalancing10 Disciplined investing13 Managing your portfolio Ta x Ef fic ie n c y14 Tax-efficient investing15 Asset location 16 Tax-loss harvesting17 Tax-smart Investment management1 Your Next Steps18 Put your strategies to work19 Important informationINVESTMENT STRATEGY1 Designing your specialized Investment strategyYour goals are as unique as you are.
2 INVESTMENT STRATEGY Strategic asset allocation Build a strategy designed for your needs, and stay committed to it. Asset allocation is the single most important factor in assessing the long-term risk-and-return characteristics of your portfolio. Research shows that the strategy
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