Hire best-in-class Tactical Asset Allocation consultants & experts

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The world's largest network of Tactical Asset Allocation consultants

Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

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Hire your Tactical Asset Allocation consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!

Sergi

Freelance M&A consultant

Barcelona, Spain
7 years experience

Udayan

Freelance M&A consultant

New York, United States
10 years experience

Ferhat

Freelance M&A consultant

Switzerland
5 years experience

Uhriel

Freelance M&A consultant

United States
12 years experience

Lee

Freelance M&A consultant

Vietnam
4 years experience

Why should you hire Tactical Asset Allocation experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Tactical Asset Allocation Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Tactical Asset Allocation talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Tactical Asset Allocation professionals, highly specialized within their domains. We have streamlined the process of engaging the best Tactical Asset Allocation talent and are able to provide clients with Tactical Asset Allocation professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Tactical Asset Allocation professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Tactical Asset Allocation consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Tactical Asset Allocation consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Tactical Asset Allocation talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Tactical Asset Allocation talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Tactical Asset Allocation consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Tactical Asset Allocation

What Is Tactical Asset Allocation (TAA)?

Tactical Asset Allocation is an asset allocation technique that uses a target risk level to determine your portfolio’s stock/bond/cash mix. The rationale for this technique is that investors often hold too much in stocks. Tactical Asset Allocation is designed to help you better manage portfolio risks and take advantage of short term opportunities within your range of acceptable investments.

By using this technique, you can diversify your portfolio to reduce the risk of severe losses while preserving the potential for strong returns. A side benefit is that with TAA, your stock holdings are adjusted automatically to keep your risk level constant over time, which you cannot do with a buy-and-hold strategy. TAA also lets you adjust your portfolio in response to changing economic conditions.

How Tactical Asset Allocation Works

Tactical Asset Allocation works by keeping your portfolio’s expected risk level constant. The most common expected risk level is a 70% likelihood of not falling more than 10% in a year. For example, if you select a 10% Tactical Asset Allocation for your portfolio, it means that at most, your portfolio should lose no more than 10% in any given year. The illustration below shows how a fund manager may be able to maintain a constant level of risk with TAA. Keep in mind that this example is only for illustrative purposes and does not reflect the actual performance of any Vanguard® mutual fund or ETF.

In our example, a fund manager begins with a stock allocation of 100% and, as the market declines from A to B, he shifts more of his portfolio from stocks to bonds. At C, the market has declined by 10% and the investor’s TAA is satisfied. In this hypothetical example, if the investor had been using a 70% TAA instead of a 10% TAA, he would have had more money in stocks at A and less money in stocks at C. Still, his risk never exceeded 70%, which is the investor’s TAA target for this example.

Other Examples

There are three other common targets for portfolio expected risk: 70% at C, 60% at D, and 50% at E. If your portfolio has a target risk level of 70%, 60%, or 50%, TAA will shift the stock holdings from their current allocation to the same allocation as the bonds or cash equivalent. The illustration below shows how this would work for each of these scenarios. In this example, if the investor wishes to maintain a constant level of risk, he can keep his funds allocated as they are at A to B and D to E.

Tips for Implementing Tactical Asset Allocation

TAA can help you overcome the common human (or psychological) tendency to chase after the potential for outsized returns. By using TAA, your stock holdings are automatically adjusted to maintain your target risk level. This is especially important after a significant decline in the market, when investors too often jump back into stocks with abandon. By using this approach, you will be more likely to avoid chasing returns after significant market declines and will instead let gains occur more slowly but consistently over time.

Also, don’t make the mistake of trying to time when you should begin using Tactical Asset Allocation. You don’t have to start with TAA right when you invest in your portfolio, and it is generally better not to. Start using Tactical Asset Allocation after you have stabilized in your asset allocation plan, and then monitor the success of the strategy over time. Tactical Asset Allocation may help you develop a more balanced portfolio that includes different asset classes and market investments. You will have less risk without sacrificing potential returns.

The Bottom Line on Tactical Asset Allocation

TAA is an effective tool to help you invest your portfolio with optimal diversification and risk tolerance. As the example above illustrates, the key principle behind TAA is to use target risk levels to determine how much of each investment category (stocks, bonds and cash equivalents) should be included in your portfolio. Keep in mind that TAA does not guarantee a profit or protect against loss in declining markets. Nor is it guaranteed that you will reach your target return level or that market fluctuations will always provide opportunities for rebalancing. Use this approach with the understanding of the risks involved and with careful consideration of your investment goals and time horizon. TAA is doubtlessly a technical tool that requires a very high level of expertise and is usually adopted with complementing analysis. Fintalent’s freelance consultants including its Best – in – Class Financial Analysts can carry out appropriate Risk and Compliance analysis that would help ensure TAA’s offer the desired results.

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Hire the best Tactical Asset Allocation specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Tactical Asset Allocation consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Tactical Asset Allocation specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!