Tactical Asset Allocation [ view all quantitative products ]
Asset Class
Quantitative
Benchmark
N/A (Zero Benchmark)
Product Sheet
Tactical Asset Allocation
Investment Strategy
Tactical Asset Allocation (TAA) employs a disciplined process to shift toward stocks or bonds at relative valuation extremes to improve the risk and return profile of a balanced portfolio.
Portfolio Management:
Jeffrey P. Mellas, CAIA, Managing Director
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