How the model works?
Our ‘Money Talks, Money Walks’ report is based on the recommendations of over 60 leading global Asset Managers and in- and outflow into the main asset classes. The combination of these two reports and our Fund Selection Model gives you an excellent benchmark for your own asset allocation decisions
This unique model is a tactical asset allocation tool that provides investors with model-based recommendations to have an overweight, underweight or neutral stance on the main asset and sub-asset classes. If analysis shows that all the signs within a particular pillar are positive, then the model recommendation is to overweight this asset class. If all the signs are negative, then the model recommendation is to underweight this asset class. Finally, if the pillars give contradictory signals, it is better to take a neutral stance. It is the combined information that counts.
In addition, our Portfolio Management Service is available as a supplement to subscribers of our ‘Money Talks, Money Walks’ report. It comprises of 12 monthly tailor-made update reports, in which we will implement ‘Money Talks Money Walks’ advice to determine the tactical asset allocation. This results in a model portfolio with over- and under-weightings. The degree of these over- and under-weightings depends on the volatility of the respective asset class (all data provided by you will be treated with full confidentiality)