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PrintJun 03, 2009
This is a summary of the piece: Insights: Beyond Rebalancing — Rethinking Long-term Asset Allocation prepared by Karin Franceries of J.P. Morgan Asset Management's Strategic Investment Advisory Group.
Insights: Beyond Rebalancing — Rethinking Long-term Asset Allocation looks at the topic of rebalancing from the perspective of today's plan sponsor, challenged with managing investment decisions in an extremely uncertain environment.
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This is a publication of J.P. Morgan Compensation and Benefit Strategies. J.P. Morgan Compensation and Benefit Strategies is a part of JPMorgan Chase & Co. If you have any comments or questions, please contact your J.P. Morgan Consultant or Insight Editorial. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. J.P. Morgan Compensation and Benefit Strategies is wholly owned by J.P. Morgan Retirement Plan Services LLC, an affiliate of JPMorgan Chase & Co. IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties. |