What is tactical investing?
That’s a really good question. We have some answers at the iShares / Blackrock ETF Strategist tent at Inside ETFs, the world’s largest ETF Conference, Jan. 25 – 28, in Hollywood, Florida.
As a concept, tactical investing is fairly simple. It refers to the practice of shifting assets from one asset class to another, either to avoid trouble or to seize emerging opportunities. Tactical portfolios can be re-balanced monthly, from cash to fully invested in a variety of asset classes.
How do advisors implement tactical strategies for their clients?
Some use it as a standalone investing approach, but most use tactical strategies to complement their strategic core portfolios. Incorporating one or more tactical strategies into a mix of diversified long-term investments may provide additional upside potential and a smoother ride for overall portfolios.
Advisors who work with trusted managers like CMG may find their clients reassured by an increased ability to navigate various market conditions. By outsourcing a portion of their investment management to an expert manager, advisors can focus more time and energy on serving their clients and growing their business.
Stop by the iShares / Blackrock ETF strategist tent and see Steve Blumenthal and Mike Sciortino. They’ll tell you what tactical strategies are and how they can re-assure your clients that you have a risk management plan in place for their portfolios. Questions for us? Email email@example.com. Follow the Conference on Twitter at #InsideETFs