Behind the Numbers with Cerulli Associates: Getting Tactical

Behind the Numbers with Cerulli Associates: Getting Tactical

After the financial crisis, investors are asking advisors for both downside protection and returns. Many are turning to so-called “tactical allocation strategies” to beat the market, but do they really have the skills?

After suffering through the market crisis of 2008-2009, investors are demanding more out of their advisors. They want downside protection in volatile markets but don’t want to sacrifice potential returns. Advisors widely feel that modern portfolio theory alone doesn’t adequately manage risk.  And while they have not jettisoned modern portfolio theory (and the values of diversification) altogether, they have responded by taking a more active stance towards short-term marke

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