Asset Allocation Model definition
Examples of Asset Allocation Model in a sentence
Manager will effect the purchase of the investments into the Client’s Program Account in accordance with the selected Asset Allocation Model.
Client hereby acknowledges and accepts the initial selection of the Asset Allocation Model indicated on the Statement of Investment Selection ("SIS") that accompanies this Agreement.
After discussion with the Client and responses to the Questionnaire are processed, the Program provides an Asset Allocation Model which consists of models across various asset classes and investment strategies.
Funds selected by TAM to be part of an Asset Allocation Model may be advised or subadvised by TAM or one or more of its affiliates.
TAM will review the composition of each Asset Allocation Model no less frequently than each calendar quarter.
The Adviser acknowledges that it has been exposed to certain proprietary and confidential information regarding the Sub-Adviser’s Global Tactical Asset Allocation Model (the “GTAA”).
If you are invested in more than one Asset Allocation Model in a Rider Year and the Rider Fee Percentages vary between models, you will be charged the highest Rider Fee Percentage of all models in which you were invested in that Rider Year.
In addition, if a Client seeks to enroll in the Asset Allocation Program within three weeks prior to the end of a calendar quarter, the Companies will provide such Client (prior to such Client’s enrollment) with information regarding the composition of both the then current Asset Allocation Model selected as well as any changes to the selected model that will become effective on the last day of that calendar quarter.
Your Advisory Representative will select an Asset Allocation Model based upon your risk tolerance and financial objectives.
You may choose to have your premiums and Contract Value allocated among the subaccounts in accordance with the Asset Allocation Model you select based on your investment goals and risk tolerance.