FA Tactical Asset Allocation:
Constantly Pitched; Rarely Successful

Recently Released!!!
Date Published: September 11, 2020
Summary PowerPoint Deck: 58 Slides

Reference PowerPoint Deck: 185 Slides

The purpose of this research is to provide readers with a comprehensive understanding of tactical asset allocation. While this research focuses on financial advisors' application of tactical asset allocation, many of the same concepts are applicable in the institutional and consumer direct markets. This research is part of Tiburon's broader coverage of financial advisor investment management strategies.

This research addresses the key historical phases of financial advisor tactical asset allocation, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
This research defines the key investment strategies of tactical asset allocation, including:
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And this research makes future predictions for financial advisor tactical asset allocation, including:
  • Slow Growth in Tactical Asset Allocation Strategies
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