Sentences with phrase «sector exposure»

This Fund does not provide broad sector exposure nor does it emulate the composition of a particular benchmark.

The instructor will discuss various equity strategies including sector exposures, generating equity income and how to minimize portfolio volatility using minimum volatility ETFs.

The graphic shows the stock sector exposure within growth and dividend funds.

Having precise control over sector exposure and duration risk could prove rewarding if the current fixed income dynamic looks likely to persist.

This higher correlation is primarily the result of similar sector exposures.

That underlying index has broad sector exposure to the Chinese market.

Technology is the largest sector weight in the S&P 500 and as such is often one of the largest sector exposures in a wide variety of broad market funds.

Data from Cerulli and BlackRock also shows bond ETF use generally «starts with broad - based core holdings,» but over time sophisticated users of bond ETF products may shift to more specialized investment objectives, such as managing sector exposure, duration, maturities, and credit risk according to unique client needs.

Therefore, to achieve the goal of removing energy sector exposure while remaining fully invested, one option is to buy an additional $ 7.9 million in S&P 500 and sell $ 7.9 million in Energy Sector exposure — a spread trade that can be done all with equity index futures!

In addition, because the S&P China 500 Index reflects the sector composition of the total universe of Chinese companies, it has a more diversified sector exposure when compared with other China - focused indexes.

She makes the case that two high dividend yield ETFs, while having a similar name, can have drastically different sector exposure, and holdings, thus you need a broad benchmark — not the one created for the ETF to target.

When a bank assesses the risk of a law firm (putting legal sector exposure / performance, regulatory and capital requirements to one side), they look to the balance sheet, stability, certainty, security and no surprises — they do not like change!

«According to industry data, private sector exposure to such loss grew from $ 60.7 trillion to $ 66.5 trillion (10 percent) from 2007 through 2012.

Real Estate Crowdfunding ($ 9,600 / year): Once I sold my SF rental, it was natural to reinvest some of the proceeds into real estate crowdfunding to keep sector exposure.

Industrials lead sector exposure at 22 %, with technology a close second, at 21.5 %.

Given the sector - specific focus, QTEC is probably too granular for those building a long - term, buy - and - hold portfolio, but can be useful for investors putting on a tactical tilt or looking to beef up tech sector exposure.

The Banks and Other Financial industries dominated and represented over 86 % of the industry sector exposure in China (see Exhibit 1).

Beyond this, you must also consider their sector representation (some of the Canadian equity ETFs, for instance, have large financial sector exposure) as well as whether a CAD currency hedge (aimed at removing their foreign currency risk) is something for you or not.

Perfectly trying to match up one's sector exposure with the broader market can actually lead to more trouble than good in some instances (e.g. the tech sector was 30 % of the market in 1999 before it crashed; financials were more than 20 % of the market in 2006).

Seeks to provide sector exposure through individual equities, equally weighted across the top 20 % of sub-industries.

«QQC is in my view very much a case of an all - in one - ticket, accessing key additional sector exposures that are lacking domestically.»

Small - cap value index sector exposure often include financial services, industrials, and perhaps some consumer cyclical weight.

The existing impact portfolios are run in - house by the PMC team with consulting services from sustainable investment specialist Veris Wealth Partners, which assists in managing sector exposure and tracking error.

In the equity market, while investors used proxies such as utilities, transportation and energy sector exposure to express views, there are now ETFs that focus exclusively on this opportunity, specifically those that capture the infrastructure value chain.

Meanwhile, despite having relatively diversified sector exposures and a lower allocation to the financials sector, small - cap stocks still lag the other market cap segments year - to - date.

Is it tracking a traditional market - cap weighted index, which holds each company in an index according to its market weighting like the S&P 500, or is it trying to make a risk - return trade - off with different weightings and different sector exposures?

Combine this with the fact that when a bank assesses the risk of a law firm (putting legal sector exposure / performance, regulatory and capital requirements to one side), they look to the balance sheet, stability, certainty, security and no surprises — they do not like change!

Look for the ETF with the least amount of utility - sector exposure, says Gabriel, and also be aware that many of the companies in these funds are small - and mid-cap names.

«Our firm has been utilizing Morningstar as a primary screener for almost two decades, and [we] employ the Morningstar Portfolio snapshot tool in client meetings to illustrate the risks, costs, sector exposure and even global positioning of their entire portfolio, but never discuss the actual ratings on their underlying holdings.»

Thus, sector exposure that includes small caps may be a sensible approach.

Diversification can notably be achieved thanks to the differences between both universes notably in terms of currency or sector exposure.

«But the concept took root and more and more investors wanted to have sector exposure.»

Intra versus cross-sector Value portfolios share the major trends Neutralising the sector exposure increases the risk - return ratio of the Value factor However, the benefits are marginal and come with higher operational complexity INTRODUCTION 2018 started almost identical to 2017 in terms of factor

After the longer term dominance of growth investing this may prompt investors to rethink their investment strategy and sector exposure.

But any turnaround in the weeks ahead may depend on a reversal of fortune in three of the very same factors that led to the sharply weaker performance in the first half: Valuations, oil prices, and sector exposures.

Its sector exposures are spot - on, with financials and utilities taking up more than half of the portfolio, as well as a lot of exposure to consumer goods.

Technology and consumer discretionary dominate about 50 % of the sector exposure.

The fund will target 50 - 80 stocks and stock selection will drive both country and sector exposure.

Over the past decade, investors have become increasingly more familiar with index strategies, particularly in ETF form, as these tools provide diversified exposure to many traditional broad asset classes such as U.S. large cap, international small cap, as well as specific country or sector exposures.

Part of that risk management comes from limits on position size, sector exposure and leverage.

Investors should consider their sector exposure as well as the stock / bond mix to ensure they are diversified and as one determinant of when to buy and sell.

We have large cap ETFs, fixed income ETFs, non-leveraged inverse ETFs, as well as 20 - 30 % in sector exposure (such as financials, healthcare and technology).

The Fund seeks value opportunities in the municipal market and tactically manages duration, yield curve positioning, credit quality and sector exposure.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

To manage risk, the subadviser employs a valuation discipline that attempts to purchase securities trading at a substantial discount to intrinsic value, limits position sizes and sector exposure, and adheres to a strong sell discipline

But any turnaround in the weeks ahead may depend on a reversal of fortune in three of the very same factors that led to the sharply weaker performance in the first half: Valuations, oil prices, and sector exposures.

The investment team tactically manages duration, yield curve positioning, credit quality and sector exposure.

«Active, flexible management of fixed income portfolios with the ability to adjust maturities and sector exposures to avoid taking risk, unless well - compensated for those risks in the form of more attractive yields, is most important for investors right now.»