Strategies/
MULTI-STYLE BALANCED - Process
Benchmark: Customized

Client objectives and guidelines drive our asset allocation process. We work closely with each client to develop a customized, long-term target allocation based on each client's unique risk and return objectives, guidelines and constraints, and then to optimize and actively manage a portfolio based on that profile.

Four step asset allocation process:




1. Identify Client Objectives

2. Develop Strategic Allocation

3. Manage and Monitor

4. Apply Tactical Allocation


1.   Identify Client Objectives
   Client specific parameters:
 
  • Return objectives
  • Risk tolerance
  • Time horizon
  • Guidelines & constraints
  • Asset class selection
2. Develop Strategic Allocation
Customize target allocation:
  • Efficient frontier analysis
  • Monte Carlo simulation
  • "Common Sense" overlay
3. Apply Tactical Allocation
Active overlay to strategic allocation:
  • Tactical recommendations typically published once or twice per year
  • Specific application based upon client's asset classes and constraints
4. Manage and Monitor
Consistency with client objectives:
  • Review & refine client's long-term target asset allocation
  • Rebalance as necessary to keep portfolio in line with target allocations and objectives
  • Oversee individual portfolio styles
Printable Versions
Balanced Overview

Allegiant Asset Management Company ("Allegiant"), Allegiant Institutional Services and Allegiant Funds comprise Allegiant Asset Management Group. With $28.7 billion in assets under management (9.30.08), Allegiant is an SEC-registered investment adviser, offering an array of investment strategies. Allegiant is a subsidiary of The PNC Financial Services Group, Inc.

Allegiant serves as investment advisor to Allegiant Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios, for which it receives an investment advisory fee. Allegiant Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with Allegiant and is not a bank.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Allegiant Asset Management Group also provides 401(k), custody, trustee, securities lending and escrow services, including escrow products for the travel industry through Allegiant Institutional Services. Allegiant Institutional Services is a business unit of National City Bank (NCB), which is a Member FDIC®.  NCB and Allegiant are subsidiaries of The PNC Financial Services Group, Inc.

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