TACTICAL ASSET ALLOCATION

Franck Nicolas

Chapter 3 in Investment Strategies for Retirement, 2019, pp 101-125 from World Scientific Publishing Co. Pte. Ltd.

Abstract: Tactical Asset Allocation (TAA) is a dynamic approach to asset allocation where the asset mix is actively adjusted in response to short-term changes in the economic environment. TAA deviates from the weights of SAA in that it attempts to mitigate risk and enhance return. The objective is to adjust the allocation in order to take advantage of temporary pockets of inefficiency. SAA determines the risk-return of the portfolio while TAA can add value if it is designed correctly and all the potential costs and risks associated with it are taken into account…

Keywords: Retirement Investment Strategies; Pension Financing; Retirement Planning; Personal Finance; Retirement Savings; Asset Management (search for similar items in EconPapers)
JEL-codes: D14 J13 (search for similar items in EconPapers)
Date: 2019
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