BMO InvestorLine: Asset Allocation Plays a Critical Role in Successful Investing
(firmenpresse) - TORONTO, ONTARIO -- (Marketwire) -- 11/07/12 -- BMO Investorline reminds Canadians that one of the keys to successful investing and portfolio management is choosing the right "mix" of assets.
Asset allocation is the distribution of money invested in different asset types within a portfolio. Major asset classes include equities (e.g. stocks and mutual funds), fixed income (e.g. bonds, guaranteed investment certificates) and cash investments; other investment categories can include real estate, precious metals and commodities.
"Studies have shown that properly proportioned asset allocation can have a significant impact on an investor's success," said Viki Lazaris, President & CEO, BMO InvestorLine. "While stocks have been the best performing asset class over the long term, they have also been the riskiest. It's important to choose a mix of investments that fit with your financial goals, time frame and risk tolerance."
BMO InvestorLine offers the following tips to help investors create a balanced portfolio:
"While these are good tips to live by, investors may not know exactly where their assets are allocated within their portfolio or may need reassurance that they are choosing the right investments that meet their unique needs," said Ms. Lazaris. "To give online investors increased confidence in their investment choices, BMO InvestorLine recently introduced adviceDirect™, a service designed for investors who want control of their investment portfolios but require validation of their decisions. adviceDirect features the Portfolio Optimizer, a robust quantitative engine that performs a rigorous review of the investor's current portfolio and then provides buy and sell recommendations based on the investor's personalized profile. Asset allocation plays a key role in the Portfolio Optimizer process."
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About BMO InvestorLine
BMO InvestorLine is an online investing service that provides clients with two ways to invest online. Clients can choose from BMO InvestorLine's top ranked Self-Directed service that provides tools to help investors make independent decisions on how to invest. BMO InvestorLine's other service, ™ provides investors with online advice and investment recommendations for their portfolios. Clients have access to trading, quotes and account information 24 hours a day through a website or Automated Telephone Trading. BMO InvestorLine also provides users with third party research, along with leading edge tools that are informative and easy to use. As an all-in-one investment source, it is a constantly evolving, cost-efficient platform that is fully compatible with tablets.
BMO InvestorLine Inc. and BMO Ligne D'action Inc. provide this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual's particular position should be obtained.
An adviceDirect account is a non-discretionary fee based account which offers investment recommendations. adviceDirect does not provide portfolio management by a portfolio manager. The client makes their own investment decisions and manages their own investment portfolio. adviceDirect does not offer discretionary, managed accounts.
BMO InvestorLine Inc. is a member of BMO Financial Group.
® Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holdings Inc. Member - Canadian Investor Protection Fund and IIROC.
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Media Contacts:
Rachael McKay, Toronto
416-867-3996
Valerie Doucet, Montreal
514-877-8224
Laurie Grant, Vancouver
604-665-7596
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Datum: 07.11.2012 - 07:00 Uhr
Sprache: Deutsch
News-ID 1168035
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