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White Paper Bucket Investing with Dynamic Risk-Managed Portfolios
Income for Life: the three-bucket challenge The essence of the bucket approach is to divide a client’s portfolio assets into several pools, or “buckets,” each with different planned goals, needs, or time horizons, and then design a separate asset allocation policy for each “bucket.” For different investors, an individualized bucketing approach also reflects financial planners’ and advisors’ emphasis on case-by-case tailored solutions for their fee-paying clients.