Asset Allocation Bi-Weekly Archives - Page 40 of 40 - Confluence Investment Management

Asset Allocation Bi-Weekly

Confluence Investment Management offers various asset allocation products which are managed using “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the piece every other Monday.

Asset Allocation Weekly (February 28, 2014)

by Asset Allocation Committee At the founding of our asset allocation process in the second quarter of 2000, the prevailing method of asset allocation was strategic, which is usually defined as an allocation based on a time horizon of at least 7-10 years. However, in practice, strategic programs assumed that adjustments to the model were usually… Read More »

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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.