Sentences with phrase «government assets portfolio»

Northern Institutional Funds Government Assets Portfolio merged into Northern Institutional Government Portfolio, effective close of business November 28.

Not exact matches

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

Morgan Stanley Liquid Asset Fund Inc. and Active Assets Money Trust have been removed, and Morgan Stanley Institutional Liquidity Funds Government Securities Portfolio has been added, to the list of reverse repo counterparties, effective August 10.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

In addition, many investors are looking for greater diversification in their portfolios (i.e., lower correlation2 to traditional asset classes such as stocks and government bonds).

On the same day, the Government Pension Investment Fund (GPIF) announced a rise in domestic equity weights and an increase in foreign asset holdings for its portfolio.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

This involves leveraging a portfolio of government bonds, equities, and other assets based on their historic volatilities and correlations.

Then look no further than United States government bonds — arguably the most valuable asset of a diversified portfolio.

Midland's Washington D.C. - based group has substantial contracting experience and demonstrated expertise in providing payment processing, loan administration, loan accounting, and asset and portfolio management services for Government credit programs.

But in the last few episodes of sharp stock market drops, bonds went up (US government bonds are a safe haven asset and appreciate in crisis periods) so the only thing better than 3 months worth of expenses in a money market fund is having 3 + x months worth of expenses in the bond portfolio due to higher bond yields and negative correlation between bonds and stocks.

Core requirements for prospective investors include solid experience leading a profitable business, presentation of a qualifying asset portfolio, mandatory passive investment in a guaranteed government program for a set time period, and proof of a legal source of capital.

In their August 2014 paper entitled «Testing Rebalancing Strategies for Stock - Bond Portfolios Across Different Asset Allocations», Hubert Dichtl, Wolfgang Drobetz and Martin Wambach investigate the net performance implications of different rebalancing approaches and different rebalancing frequencies on portfolios of stocks and government bonds with different weights and in differenPortfolios Across Different Asset Allocations», Hubert Dichtl, Wolfgang Drobetz and Martin Wambach investigate the net performance implications of different rebalancing approaches and different rebalancing frequencies on portfolios of stocks and government bonds with different weights and in differenportfolios of stocks and government bonds with different weights and in different markets.

Government bonds are historically one of the hardest hit asset classes when rates rise, and yet they're often the lion's share holding in many fixed income portfolios.

Government bonds are historically one of the hardest hit asset classes when rates rise, and yet they're often the lion's share holding in many fixed income portfolios.

Currently, our debt portfolio is invested in the highest credit quality assets encompassing securities issued by AAA rated companies and Government of India securities.

The portfolios we build have up to 19 differentiated and global asset classes, such as stocks from a variety of sectors from around the world, bonds issued by governments and corporations, and gold.

If our model predicts a higher loss potential than you have specified for your portfolio, we will execute a reallocation from a riskier asset class (such as stocks) into a lower risk asset class (such as government bonds or money market funds).

Re-think Social Security — It's not just a government IOU, it is potentially the largest asset in your client's retirement portfolio.

The investor should hold a portfolio of no more than six core asset classes, namely domestic equities, emerging market equities, international equities, government fixed income, corporate bonds and real estate.

The fund's investment adviser, Vanguard Fixed Income Group, seeks to outperform the JP Morgan EMBI Global Diversified Index by investing in a broadly diversified portfolio of debt issued by emerging market governments and government - owned enterprises, with a majority of its assets either denominated in, or hedged back to, the U.S. dollar.

The fund invests primarily in government - backed securities with sovereign rating that accounts for 70 % of portfolio followed by Central Government Loan and Net Current Assets at 16 % and 13 % resgovernment - backed securities with sovereign rating that accounts for 70 % of portfolio followed by Central Government Loan and Net Current Assets at 16 % and 13 % resGovernment Loan and Net Current Assets at 16 % and 13 % respectively.

The market value of a portfolio may decline as a result of a number of factors, including interest rate risk, credit risk, inflation / deflation risk, currency risk, mortgage and asset - backed securities risk, U.S. Government securities risk, foreign investment risk and derivatives risk.

The market value of the portfolio may decline as a result of a number of other factors, including interest rate risk, credit risk, inflation / deflation risk, mortgage and asset - backed securities risk, US Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk.

The market value of the portfolio may decline as a result of a number of factors, including interest rate risk, credit risk, inflation / deflation risk, mortgage and asset - backed securities risk, U.S. Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk.

Normally invests at least 80 % of its net assets in a diversified portfolio of fixed income securities that are issued or guaranteed by the U.S. Government, its agencies or government - sponsored enterprises and derivatives designed to replicate such sGovernment, its agencies or government - sponsored enterprises and derivatives designed to replicate such sgovernment - sponsored enterprises and derivatives designed to replicate such securities.

First Asset Long Duration Fixed Income ETF is also actively managed and looks to provide unitholders with regular distributions and the opportunity for capital appreciation from the performance of a portfolio comprised primarily of longer dated developed markets, Canadian and U.S. government issued fixed income securities.

The Portfolio seeks to maintain a stable net asset value of $ 1.00 and a weighted average maturity of 60 days or less, with the maximum maturity of 762 days for government floating rate notes / variable rate notes and will not exceed 397 days for other securities.

The Aggressive Portfolio's asset allocation is comprised of ETFs that provide exposure to a mix of large cap stocks, government and corporate bonds, and an allocation of up to 15 % of the portfolio to alternative investment stPortfolio's asset allocation is comprised of ETFs that provide exposure to a mix of large cap stocks, government and corporate bonds, and an allocation of up to 15 % of the portfolio to alternative investment stportfolio to alternative investment strategies.

Portfolio helps in maximizing benefits and at the same time protects against market fluctuations as money is invested in both less risky assets like government bonds and the most risky assets like small company stocks.

The portfolio will focus on the traditional asset classes, i.e., cash, government bonds and stocks.

And the way they keep the money safe is by investing in safe assets like GICs and government bonds — I think Warren Buffett might be able to train an intelligent dog to manage that kind of portfolio.

The dramatic decrease in interest rates that has forced investors to readjust their portfolios toward liquid money and away from interest - bearing assets such as government bonds

The Company's investment portfolio holdings are primarily U.S. dollar - denominated fixed - income securities including municipal bonds, U.S. Government bonds, mortgage - backed securities, collateralized mortgage obligations, corporate bonds and asset - backed securities.

Rick Ferri / Portfolio Solutions Long - term Returns Forecast for 2015 Investment adviser and ETF guru Rick Ferri's 30 - year forecast for annual returns for 18 categories of assets, including domestic and foreign large - and small - cap stocks and government and corporate bonds.

The portfolio manager may invest up to 30 % of the fund into a single asset class at any given time with the exception of government bonds, into which the manager may invest up to 50 % of the fund at any given time.

NIFTY Financial Services — Total Return Index (TRI) has a portfolio of companies under financial services which includes banks, non-banking financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative interest.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

A fear of rates rising from historically low levels also may be contributing.Yet rates have reversed this year from their post-U.S. election surge, and market movements early last week highlight how government bonds can still offer portfolio diversification benefits few other assets can, in our view.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

Adaptations employ a diverse portfolio of planning and practices that combine subsets of • Infrastructure and asset development • Technological process optimization • Institutional and behavioral change or reinforcement • Integrated natural resources management (such as for watersheds and coastal zones) • Financial services, including risk transfer • Information systems to support early warning and proactive planning Although approaches vary according to context and the level of government, there are two general approaches observed in adaptation planning and implementation to date: top - down and bottom - up.

Allen & Overy took the award for Banking and Finance Team of the Year, sponsored by Cantab Asset Management, for advising Blackstone and Goldman Sachs on the acquisition and securitisation of a portfolio of buy - to - let mortgage loans being offloaded by the UK Asset Resolution, a government agency set up in the wake of the 2008 financial crisis to manage the mortgage portfolios of distressed and rescued banks.

Dubai has further unnerved anxious investors by ring - fencing its prized assets from the debt restructuring of Dubai World, which manages and supervises a portfolio of businesses for the Dubai government.

Owing to major challenges with funding of government - tenanted assets, they decided to list the portfolio on the JSE.

After six months of roadshows and educating investors on the perceived risks associated with government tenants, the portfolio listed on 2 November 2012 as Delta Property Fund Limited with 20 assets valued at R2.1 billion in an over-subscribed offer.

Want to diversify your investment portfolios with assets other than stocks, bonds, government securities or cash, but are unsure of the process

He has over 25 years of diversified financial services experience assisting commercial and investment banks, investors, and government agencies in the management, financing, sale and valuation of asset portfolios.