Tactical asset allocation (TAA) is a dynamic investment strategy that actively adjusts a portfolio’s asset allocation.


Long term risk and return expectations (Strategic Asset Allocations) are measured and constructed into a risk and return benchmark.

These asset allocations are then adjusted by identifying asset classes that are expected to outperform or underperform their longer term expectations in the near term. This is achieved by temporary overweighting or underweighting the components of the strategic asset allocations and key drivers are valuations, momentum, sentiment, macro-economic outlook and market analysis trends.