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The Active Management
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Bucket Investing with Dynamic Risk-Managed Portfolios

Income for Life: the three-bucket challenge

The essence of the bucket approach is to divide a client’s portfolio assets into several pools, or “buckets,” each with different planned goals, needs, or time horizons, and then design a separate asset allocation policy for each “bucket.” For different investors, an individualized bucketing approach also reflects financial planners’ and advisors’ emphasis on case-by-case tailored solutions for their fee-paying clients.

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Bucket Investing with Dynamic Risk-Managed Portfolios

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Article Topics
  • Why Use Active Management?
  • Retirement
  • Active vs. Passive
  • Diversification/Risk Management
  • Behavioral Finance
  • Investment Theory
  • Industry Trends
  • Market Analysis
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