Sentences with phrase «return objectives»

Rate of return objectives are mostly tempered by your risk tolerance, but other factors also apply.

A written plan with parameters for return objectives and volatility levels can go a long way to producing a successful investing experience.

A typical misconception about faith - based investing is that aligning investments with one's values means sacrificing return objectives.

In the investor's mind, they are investing with «house money», causing you to put less emphasis on your personal return objectives and risk aversion.

That said, we're not advocating that investors abandon the benchmark - replicating approach.With bull market and economic expansion more mature, blending active management exposures — whether through actively - managed exchange traded funds (ETFs), multi-asset managers, traditional active equity managers or other sources — with benchmark - replicating vehicles will become increasingly important for meeting return objectives and controlling risk.

For a portfolio with a multi-decade horizon and high return objectives, cash positions could be relatively small; cash has been adding little to expected returns and investors should be able to manage the volatility with a long investment horizon.

As a fee - only advisor, our advice and recommendations are tailored to our clients» investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

Michael E. Stack, CFA, Mike is a fixed income portfolio manager and serves as chair of the Financial Reserves Management Team (FRMT), responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and / or regulatory constraints, such as insurance clients.

It is a truth universally acknowledged that a collection of securities should contain elements of cash, fixed income securities and equities, and that the proportions allocated to each of these asset classes should reflect the benevolent conflict between return objectives and risk tolerance.

As Siddhi Shot also understands investors» financial return objectives, it often finds itself sought out by investors who understand the value of operational due diligence before taking the plunge with an early - stage food or beverage brand.

Return objectives encompass not only the total return, but the relative contribution of dividend income versus capital gains.

A multi-faceted risk management approach whereby investments are managed with the intention of minimising loss while also maximising the chance of achieving the real return objective.

Once you establish your optimal asset allocation which takes into account return objectives, risk tolerance and time horizon, you need to review your investments regularly to see if your portfolio matches your plan and if your plan is still right for your age and goals.

Nimbleness in bond markets may allow the team to move quickly to capitalize on value opportunities in pursuit of the Fund's total return objective.

We believe that there are other investment objectives (other than the maximum, long - term, tax - efficient return objective we pursue today) that might appeal to our target investors, and that could be pursued in a manner consistent with our philosophy.

This can create a mismatch between commercial real estate investor risk expectations and reality and lead investors to overweight return objectives at the expense of prudent risk management.

By contrast, and to the betterment of the portfolio, NTR managers are afforded the advantage of concentrating on longer - term real estate investing opportunities because their investors share a common long - term return objective.

To some investors this might be a certain level of income that is growing, to other investors with different goals and objectives it might mean a total rate of return objective that is commensurate with the amount of risk they're willing to take.

For a portfolio with a multi-decade horizon and high return objectives, cash positions could be relatively small; cash has been adding little to expected returns and investors should be able to manage the volatility with a long investment horizon.

As a fee - only advisor, our advice and recommendations are tailored to our clients» investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

He is a member of the Financial Reserves Management Team, which is responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and / or regulatory constraints, such as insurance clients.

While there is no such thing as «the right amount» when it comes to cash or any other asset class, investors need to consider both their return objectives and risk tolerance when making allocation decisions that are right for them.

I have learned that having a return objective can make me chase investments I otherwise would not.

We offer accredited investors tailored financial vehicles designed for various risk and return objectives.

A clear understanding of the client's return objective is key.

We tailor products around your risk and return objectives.

Your asset allocation is determined by your return objectives, risk tolerance, income needs, and other factors

They do admit that «[t] here is no assurance that the Fund's return objectives will be achieved.»

Tagged as: After - Tax Cash Flow Analysis, Ink, IPS, Personal Portfolio, Return Objective, Watercolor

While there is no such thing as «the right amount» when it comes to cash or any other asset class, investors need to consider both their return objectives and risk tolerance when making allocation decisions that are right for them.

Our clients have a broad diversity in their risk and return objectives.

Among the considerations for cash segmentation: What is the purpose of the cash, its time horizon, liquidity requirements and return objectives?

This new type of bond fund offers the ability to tailor duration risk and sector exposure to match risk and return objectives.

The rules - based proprietary methodology employs a multi-layered risk - controlled approach that seeks to achieve its de-concentration, risk - reduction, and return objectives by selecting companies with favorable diversified risk premia expression, including valuation, momentum, quality, and volatility characteristics.

Your asset allocation is determined by your return objectives, risk tolerance, income needs, and other factors

He recommended that an investor create a portfolio of a minimum of 30 stocks meeting specific price - to - earnings criteria (below 10) and specific debt - to - equity criteria (below 50 percent) to give the «best odds statistically,» and then hold those stocks until they had returned 50 percent, or, if a stock hadn't met that return objective by the «end of the second calendar year from the time of purchase, sell it regardless of price.»

Risk and return objectives and asset allocation within investment options may differ between funds and should be taken into account when comparing funds.

Having a target allocation that is consistent with your risk tolerance, phase in life, and return objectives can help you to stay calm and make unemotional decisions throughout the life of your portfolio.

With yields so low, it becomes harder to meet your return objectives, which might force you to save more, work longer or spend less in retirement.

In this free of charge training class, the instructor explains how he builds his trading strategies to achieve his return objectives.

Investors should carefully consider each investment in the context of their individual risk tolerance and return objectives.

It could help you carve out realistic goals, and put in perspective what are sensible rate - of - return objectives.

Today, UCS has achieved nearly complete divestment from fossil fuel companies, with no material change in risk or return objectives: Our stock holdings are now more than 98 percent fossil fuel — free.

As this market evolves, we are committed to evaluating these strategies against our return objectives in the context of the long - term success of Scenic Hudson.

Based on your risk profile, investment objective and time horizon, you can select from different types of funds with varying levels of risk - return objectives.