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(A SIDE CPE approved course) Using the CoreSatellite Approach in Portfolio Asset Allocation Event Details Date: 28 March 2015, Saturday (Full Day) Venue: Symphony Suites Hotel, IPO CE/CPD/CPE: 10

How to fill out using form core-satellite approach

How to fill out using the core-satellite approach:

1. Understand the core-satellite approach: The core-satellite approach is an investment strategy where the majority of the portfolio is invested in a diversified core of low-cost, passive index funds or ETFs, while a smaller portion is allocated to more specialized, actively managed funds or individual securities called satellites.
2. Determine your investment goals: Before filling out the form, clarify your investment objectives and risk tolerance. The core-satellite approach can be suitable for different types of investors, from those seeking long-term growth to those looking for income generation or risk reduction.
3. Identify the core holdings: The core holdings typically consist of broad market index funds or ETFs that track major indices like the S&P 500 or global equity indexes. These funds provide broad market exposure and diversification. Determine the allocation percentage for your core holdings based on your risk profile and investment goals.
4. Select satellite investments: Satellites are the additional holdings that complement the core portfolio. They can be actively managed funds focused on specific sectors, regions, or investment strategies. Consider your investment preferences and explore satellite options that align with your goals. Allocate a smaller percentage of your portfolio to these satellites.
5. Fill out the form: Once you have determined your core and satellite allocations, you can fill out the form provided by your investment platform or advisor. The form will typically ask for your personal information, investment goals, time horizon, and risk tolerance. You will need to specify the amounts or percentages allocated to the core and satellite components.

Who needs using the core-satellite approach?

1. Investors seeking diversification: The core-satellite approach allows for diversification across various asset classes and investment styles. It can help reduce risk by spreading investments across different categories.
2. Long-term investors: This approach is suitable for individuals with a long-term investment horizon. By designating a portion of the portfolio to core holdings, investors can maintain a stable foundation for their investments while still having the flexibility to pursue potential opportunities through satellite investments.
3. Investors looking for active management opportunities: The satellite component of the core-satellite approach provides an opportunity to add actively managed funds or individual securities to the portfolio. This can be appealing for investors who believe in the potential for outperformance or who want exposure to specific sectors or strategies.

In conclusion, filling out the form using the core-satellite approach requires understanding the strategy, defining investment goals, determining core and satellite allocations, and providing the necessary information on the form. This approach can benefit investors who seek diversification, have a long-term investment horizon, and desire active management opportunities.

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What is using form core-satellite approach?

Form core-satellite approach is a strategy in investing where the portfolio is divided into two parts: the "core" part which consists of a diversified portfolio of passive index funds, and the "satellite" part which consists of actively managed funds or individual securities.

Who is required to file using form core-satellite approach?

Investors and fund managers who want to implement a diversified investment strategy using both passive and active management approaches.

How to fill out using form core-satellite approach?

To fill out using form core-satellite approach, investors need to first determine the desired allocation between the core and satellite portions of the portfolio, then select appropriate index funds or actively managed funds to implement the strategy.

What is the purpose of using form core-satellite approach?

The purpose of using form core-satellite approach is to achieve a balance between the stability of passive index investing and the potential for outperformance of active management.

What information must be reported on using form core-satellite approach?

Investors must report the allocation between the core and satellite portions of the portfolio, as well as the specific index funds or actively managed funds used in each part.

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