Go back

Tactical Asset Allocation

Related terms: tactical asset allocation, asset allocation, investment strategy, diversification, risk management

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.