Listed Stocks & Bonds
Tactical Asset Allocation
An active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies.
What is Tactical Asset Allocation in Family Offices
Tactical Asset Allocation is an active management strategy used by family offices to adjust the proportion of assets in various categories. This approach aims to capitalize on market pricing anomalies, enhancing returns by temporarily deviating from a long-term asset allocation strategy.
Benefits of Tactical Asset Allocation for Family Offices
Family offices benefit from Tactical Asset Allocation by potentially increasing returns and managing risk more effectively. This strategy allows for flexibility in response to market conditions, aligning with the unique financial goals and risk tolerance of family offices.
Related Terms
Asset Allocation
The process of distributing investments among various asset classes to balance risk and reward according to an individua...
ViewDiversification
Investing in a variety of assets to reduce exposure to any single asset or risk.
ViewInvestment Strategy
A plan that outlines how the family office will invest its assets.
ViewRisk Management
The process of identifying, assessing, and mitigating risks that could affect the family office.
ViewTactical Asset Allocation
An active management portfolio strategy that shifts the percentage of assets held in various categories to take advantag...
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