Sentences with phrase «global allocation portfolio»

5Effective February 16, 2018, the Global Atlantic Wilshire Dynamic Global Allocation Portfolio is closed to new and subsequent Premium Payments and transfers of Contract Value.

Not exact matches

Russ is a Portfolio Manager for BlackRock's Global Allocation team.

Steve Chiavarone, Federated Global Allocation Fund portfolio manager, explains why small - cap stocks are good plays during volatile markets.

Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group.

If you've been on the site for awhile, you have a head start because we've already discussed the importance of a discipline known as asset allocation, which involves selecting among different asset classes to build a well - balanced portfolio that can weather different economic environments, tax regimes, global conditions, inflation or deflation, and a host of other variables that history has shown will fluctuate over time.

Build a portfolio and then add the BlackRock Global Allocation Fund - see if it improved your results.

MSCI Sector Indexes comprise global, regional and country sector, industry group and industry indexes constructed using the Global Industry Classification Standard (GICS ®), a widely accepted industry classification framework for investment research, portfolio management and asset allocation jointly developed and maintained by MSCI and Standard & Pglobal, regional and country sector, industry group and industry indexes constructed using the Global Industry Classification Standard (GICS ®), a widely accepted industry classification framework for investment research, portfolio management and asset allocation jointly developed and maintained by MSCI and Standard & PGlobal Industry Classification Standard (GICS ®), a widely accepted industry classification framework for investment research, portfolio management and asset allocation jointly developed and maintained by MSCI and Standard & Poor's.

Russ Koesterich, Portfolio Manager of the BlackRock Global Allocation Fund, explains why good investment results will require good decisions in 2017.

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

Russ Koesterich, CFA, is Portfolio Manager for BlackRock's Global Allocation team and is a regular contributor to The Blog in Canada.

Russ Koesterich, Portfolio Manager of the BlackRock Global Allocation Fund, explains why good investment results require good decisions.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

We are focused on delivering a range of products and innovative solutions for clients in need of new sources of return and new ways to manage portfolio allocation and risk,» said David Blumer, Global Head of BlackRock Alternative Investors.

2016.12.12 RBC Global Asset Management Inc. launches RBC Retirement Portfolios and new education centre RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the launch of RBC Retirement Portfolios, a unique solution bringing over 30 years of asset allocation experience to help investors reach their retirement goals...

RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the launch of RBC Retirement Portfolios, a unique solution bringing over 30 years of asset allocation experience to help investors reach their retirement goals...

His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodGlobal Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodglobal fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities.

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

My equity portfolio is aimed at global diversification, weighted by the national / regional allocation of capital:

My key questions then are: is the first - order benefit gained from applying McClung's drawdown and portfolio allocation strategy rather than annual rebalancing to fixed asset proportions; and is modifying a globally diversified market cap portfolio to a Triad (or similar) portfolio necessary to benefit from McClung's strategy or is the global cap portfolio likely to be adequate and the required changes only offer second - order benefits?

The Cambria Global Asset Allocation ETF uses a buy and hold strategy that aims to reflect the market portfolio of investable assets.

William Kohli, Michael V. Salm, and Paul D. Scanlon, CFAMichael J. AtkinMatthew F. BeaudryMike DullaghanMichael P. Wands, CFAMichael V. SalmChristian J. Galipeau and Brendan T. Murray, Senior Investment Directors; Seamus S. Young, CFA, Investment DirectorPaul D. ScanlonPutnam Global Asset Allocation TeamPutnam InvestmentsPutnam Tax Exempt Fixed Income TeamPutnam Portfolio ManagersRobert J. Costello III, CFARobert L. ReynoldsRobert L. SalvinMichael V. Salm, Co-Head of Fixed Income, and Brett S. Kozlowski, CFASarah A. MarshallPaul D. Scanlon, CFA, Co-Head of Fixed Income T.L. Tsang, CFA, AnalystSimon DavisSeamus S. Young, CFAShep PerkinsRobert L. Davis, CFA, Analyst, and Simon DavisVivek GandhiWalter D. ScullyIzzet Yildiz, Ph.D., Analyst Michael J. Atkin, Portfolio Manager Jo Anne Ferullo, Senior Investment Director

From a performance perspective, both growth and momentum are benefiting from a slow - and - steady economy, according to Russ Koesterich, portfolio manager for BlackRock's Global Allocation team.

Effective February 16, 2018, the Global Atlantic Wilshire Dynamic Moderate Growth Allocation Portfolio is closed to new and subsequent Premium Payments and transfers of Contract Value.

«A «failure of diversification» during the global financial crisis has prompted wider use of factor analysis across portfolios and reduced reliance on simplistic asset allocation measures.

The Cambria Global Asset Allocation ETF (NYSE: GAA) utilizes a quantitative approach to manage a diversified portfolio of global asset clGlobal Asset Allocation ETF (NYSE: GAA) utilizes a quantitative approach to manage a diversified portfolio of global asset clglobal asset classes.

Justin Christofel is a portfolio manager and member of the BlackRock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation products and outcome - oriented solutions.

Mr Koesterich is currently a Portfolio Manager of the BlackRock Global Allocation Funds.

Alex Shingler is a portfolio manager and member of the Blackrock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation portfolios and outcome - oriented investment solutions.

He joined BlackRock in 2011 from J.P. Morgan Asset Management, where he was an executive director and portfolio manager in the Global Multi-Asset Group (GMAG) and was responsible for retail asset allocation solutions.

East West provides portfolio management services focusing on selective yield opportunities and global equity allocations.

In this role, Mark is a member of the Global Bond Risk Committee, responsible for the risk allocations across portfolios and management of aggregate portfolio risk.

FlexChoice Access offers the opportunity for you to design an investment strategy that works for you by selecting from the available asset allocation and risk managed global multi-asset portfolios or choosing to build a more customized portfolio from the individual investment options available.

While most core bond funds invest exclusively in U.S. fixed income, the Fund uses a core allocation to global government bonds that the portfolio managers believe are high - quality based on their proprietary research.

The global portfolio is determined by the aggregated global capital (see figure 2) allocated to these asset classes as a starting point for the portfolio allocations.

Prior to joining the ISG team, he was a portfolio manager / analyst in the Product Engineering group supporting the global asset allocation and currency investment management teams.

7Effective February 16, 2018, the Global Atlantic Wilshire Dynamic Moderate Allocation Portfolio is closed to new and subsequent Premium Payments and transfers of Contract Value.

4Effective February 16, 2018, the Global Atlantic Wilshire Dynamic Conservative Allocation Portfolio is closed to new and subsequent Premium Payments and transfers of Contract Value.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portglobal diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portGlobal Couch Potato portfolio.

But this morning, «the carnage isn't as bad as it was last night,» says Candice Bangsund, vice-president and portfolio manager, Global Asset Allocation, Fiera Capital in Montreal.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

The structural slowdown in global economic growth and dramatic drop in bond yields represent a paradigm shift that is forcing a rethink of portfolio allocations.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfglobal portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfGlobal Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

CC: Do you make any attempt to account for currency fluctuations (ie: If $ US appears to be on upward or downward trajectory - some still think the day of reckoning has not come for the US and its dollar) or is F / X risk just part and parcel of your foreign holdings and your global diversification accounts for portfolio allocation and exchange risk?

Global Tactical Asset Allocation (GTAA) funds, which seek to take advantage of changing market conditions while maintaining a globally diversified portfolio, have suffered recent underperformance.

Russ Koesterich, CFA, is Portfolio Manager for BlackRock's Global Allocation team and is a regular contributor to The Blog in Canada.

They observe that replacing a beta - one equity portfolio with a low - volatility portfolio reduces risk without decreasing the overall equity allocation: All the low - volatility portfolios» market betas are significantly below unity (about 0.7 for the US strategies and lower for the global developed and emerging markets).

Standard allocations to bonds have traditionally helped to lower crash risk, but incorporating the systematic global macro strategy would have gone even further; for example, when the S&P 500 was down 16.8 % in October 2008, a 60/40 portfolio would have reduced total portfolio loss to 11.0 %, but a portfolio holding 30 % in systematic global macro would have experienced only a 5.8 % loss in that month.

The Ivy 5 Downside Protected (Ivy 5) portfolio is a global asset allocation strategy.