Asset Allocation

Boston Private uses both Strategic and Tactical Asset Allocation strategies to assist in lowering portfolio volatility whilst producing regular and reliable returns.  We will implement and monitor your asset allocation based on a sound understanding of your current needs and concerns and your risk management profile. 

Strategic Asset Allocation

For more conservative clients, a Strategic Asset Allocation approach may be most appropriate, which uses a fixed asset allocation regardless of the prevailing market conditions.  This approach relies on the long term return of the specific asset classes. 

Tactical Asset Allocation

Other clients my prefer a Tactical Asset Allocation which allows us to take advantage of market inefficiencies in asset pricing in the short-term, with the aim to enhance overall investment returns in the short run.