Tactical Asset Allocation At Different Life Stages Template PDF

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This slide covers the strategies implemented to allocate assets by different age groups. The purpose of this template is to define asset allocation based on diversification of funds in debt, equity and cash. It covers information about life stages, investment description, time period, etc.Showcasing this set of slides titled Tactical Asset Allocation At Different Life Stages Template PDF. The topics addressed in these templates are Matured Investors, Retired Investors, Seasoned Investors. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

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  1. 80%

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