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Balanced 60/40 comparison for the Whitmore review
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Your primary tasks
Needs your attention
Action Center →- Trade Update published for Target Allocation Active — BalancedTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
- Trade Update published for Dynamic Allocation — BalancedTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
- Trade Update published for Tax-Aware Blend — BalancedTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
Your watchlist
Models you follow
My Models
View all 7 →| Model | Trend | 1Y | Vol |
|---|---|---|---|
| Target Allocation Active — Balanced60% equity | +7.7% | 5.7% | |
| Target Allocation Blend — Growth70% equity | +6.6% | 6.4% | |
| Dynamic Allocation — Balanced55% equity | +4.8% | 5.4% | |
| Retirement Income — Diversified Income40% equity | +6.8% | 4.8% | |
| Tax-Aware Blend — Balanced60% equity | +6.8% | 6.2% |
Business overview
Full view →- Outperformed parent
- 113
- Customized share
- 40%
- Avg divergence
- 6.3%
of 179 measurable
of downstream models
vs parent allocation
Pick up where you left off
Recent activity
Next 30 days
Key dates ahead
- Aug12Q3 rebalance window opensTrade updates publish for the Target Allocation series.
- Aug19Market Report webcastAsset Allocation Committee outlook, 2:00 PM ET.
- Aug27Tax-aware transition deadlineSubmit taxable transition plans for September implementation.
- Sep03New Income series FactsheetsRefreshed client-ready collateral becomes available.
Stay informed
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