Sentences with phrase «return profile»

The top chart shows the favorable return profile of investing during periods where valuation is low and the yield curve is steep.

We believe in convertible bonds because of their risk - adjusted return profile, but our view is that it is not really well - suited for a fire - and - forget concept.

As you would expect, the risk / return profile for combinations of stocks and bonds is somewhere between the profile for 100 % of either investment by itself.

Looking at the risk / return profile in Exhibit 2, all indices have consistently delivered solid returns, in the range of 8 % to 10 %.

In addition, this stylistic diversification affords the ability to construct a portfolio with a total return profile driven by dividend yield, supported by dividend growth, and exposed to capital appreciation potential.

As a result, they enjoy different return profiles as well.

However, we will not invest cash unless we can find opportunities to do so that we believe offer an attractive risk / return profile on an absolute basis.

In addition, this stylistic diversification affords the ability to construct a portfolio with a total return profile driven by dividend growth, supported by dividend yield, and exposed to capital appreciation potential.

«This should be a fairly low - volatility return profile,» he says.

Debt is a capital source with a finite life and clearly defined return profile known at the initial investment.

By taking on more risk as an equity investor, one can economically participate in a company's value creation activities providing an enhanced return profile relative to a company's debt offerings.

Alternative funds invest in strategies and / or asset classes, with risk and return profiles distinct from traditional asset classes.

This leads to producing a differentiated high - alpha return profile.

The purpose of our comparison between the two return profiles above is not to advocate permanently taking a defensive stance.

The «smart» component is that the strategy focuses on low duration bonds, giving a better risk / return profile given where interest rates currently are.

Yes greater risk profile leads to greater return profile, but not necessarily at reduced risk (if we're talking risk in terms of volatility or standard deviation).

Each fund has a unique investment objective and risk - return profile based on the allocation in equities, debt and money market instruments.

The chart below shows the risk and return profiles of various asset classes over the 20 years from 1993 to 2013.

You may specify to return profiles in your search results that have been active in a certain number of days.

Madison's investments provide an attractive return profile with limited downside risk, significant upside potential, credit rated cash flow, and medium and long term capital appreciation.

Armed with such information, we set out to search for managers whose strategies and return profiles match these needs from among the managers in our database, and arrange for one - on - one meetings.

The goal is to achieve an alternative risk - return profile which is more attractive than a simple capitalization - weighted index such as the S&P 500.

The fund I've invested in allows me to participate in the venture capital and private equity space in a lower risk way with a target 20 % + expected return profile per annum and a blue - sky target of 30 % +.

TJX shares bought today have potential to generate 11.7 % to 14.7 % annual total returns (1.7 % dividend yield + 10 % to 13 % annual earnings growth) over the coming years if everything goes right, which would be among the best potential return profiles available in today's overheated market.

I want them to have the best return profiles, have the most experience, and be the hungriest go - getters around.

In our last article, «The Venture Capital Risk Matrix,» we reviewed targeted return profiles for direct venture capital and fund investments.

Consistently managed for income with a target allocation of 80 % fixed income and 20 % equity that provides a conservative risk / return profile designed for income.

Mar Vista Investment Partners has a really interesting research piece out The Price You Pay which has a great table outlining the benefit of an asymmetric return profile (i.e. having more market exposure during up markets than down markets).

Green Street's Advisory Group studied small and mid-sized REITs to compare return profiles with their larger peers and identify characteristics of the outperformers.

Rebalancing decisions should be driven by the need to maintain an allocation with a risk and return profile appropriate for each investor.

Yes is the answer.Arbitrage Funds have the risk - return profile Continue Reading...

The results of this analysis also support the earlier findings of a risk — return profile consistent with the hypothesis of investors» demand for lottery - like gambles.

Is the fund's risk / return profile within the upper quartile of its peer group?

There can also be leveraged inverse ETFs such as negative 2x or 3x return profiles.

Given that purpose, the risk / return profiles among various benchmarks in the same universe should be relatively similar in Read more -LSB-...]

It also provides a further understanding of the importance asset allocation plays in managing a portfolio's anticpated risk and return profile according to investor goals and preferences.

According to the same fact sheet, Canadian municipal bonds offer an attractive risk / return profile since they tend to command higher yields than provincial or federal bonds.

Compare historical performance and risk vs. return profile of different asset class allocations and lazy portfolios:

«The alternative asset management industry is well - positioned in the middle of these forces, providing institutional allocators and family offices with access to investment strategies that offer both diversification from traditional risk assets and the promise of a differentiated return profile.»

Insurance giants like Aegon Religare life insurance believe that there is an intrinsic economic value associated with a homemaker's job, though it is without getting certified by salary slips or tax return profiles.

7 Fund Options: This plan offers a choice of 7 investment funds which have a risk - return profile ranging from secure to aggressive.

We will use Sharpe Ratio of each fund to compare risk adjusted return profile of funds.

Let us look at the past performance and risk adjusted return profile of sector funds in comparison to other high risk mutual funds:

«The capabilities of CVP's veteran team align with the income generation needs and total return profile of our investor base.

Arbitrage Funds have the risk - return profile which is similar to Debt funds and they are also tax efficient ones.

The key is to scale gradually and in proportion to the expected return profile, rather than trying to «time» reversals that can't be predicted.

Preferred equity also typically comes with additional investor rights and protections that you do not receive as a common stockholder and which can also significantly alter potential return profiles.