Tactical Asset Allocation

Tactical Asset Allocation

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Tactical Asset Allocation

Tactical Asset Allocation definition:  Tactical asset allocation is an active management strategy which temporarily adjusts the portfolio’s targeted asset allocation for anticipated market opportunities or avoidance of anticipated losses.  Tactical opportunities are short-term in nature, and the portfolio tends to follow its strategic allocation over the long-term.

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