Sentences with phrase «increased allocation to equity»

Increased allocation to equity, and subsequently higher yields, is necessary to offset the burden imposed by the high education inflation rate.

«The largest pension plan in the world is Japanese, and they're increasing their allocations to equities, and that's going to represent quite a large amount of money going into the markets.

The equity markets seemed magical from 1975 to 2007, and asset allocators increased their allocations to equities in response.

If you are falling short then you may increase your allocation to equity mutual funds (can consider ELSS for tax saving too).

Not exact matches

«As part of our capital allocation strategy to invest in and grow our core brands, we acquired an additional 36 % interest in Wuxi KFC, increasing our total equity interest to 83 %.

The rule follows the approach used by Benjamin Graham in his book The Intelligent Investor, whereby the allocation to equities is reduced after the stock market has run up a lot, and increased after the market has gone down a lot.

Investors who want to increase their tax deferred retirement savings beyond the contribution limits of an IRA or 401 (k), with the ability to invest in a wide range of investments including equity, bond, and asset allocation funds

Global firms want to increase their allocations to private equity more than any other asset class.

A March survey of 500 institutional investors showed that 48 percent planned to increase their allocation to venture capital and private equity, while 28 percent said they would invest more in hedge funds, according to the investment firm Commonfund.

Second, as the equity and debt markets have collapsed, the allocation of limited partners to venture capital has increased as a percentage.

In the December quarter, however, we modestly increased the equity allocation as short - term market volatility afforded us opportunities to establish new positions.

This increases the number of equities to 54, greater than is typical for the Fund, but consistent with the Fund's equity allocation being at its highest level ever.

It previously increased the equities allocation and also broadened international exposure to equities and bonds.

Our increased allocations to global equities, inflation - protection securities and simultaneous reduction of interest - rate - sensitive assets, such as real estate investment trusts, support such an outcome.

However, when equity market volatility increases to a point that makes us uncomfortable, it is often this stable part of our portfolio that quells the inclination to make rash decisions, allowing us to stick with our asset allocations when times get tough.

However, some California districts have found ways to use their budgeting and internal resource allocation process to increase equity and ensure students get «access to what they need to be successful.»

As can be expected, the average annual return of a portfolio increases with allocation to equities, but generally so does the number of down years as well as the maximum annual loss.

If the return on this asset class was overestimated by just 0.5 %, the optimizer increased the allocation to Canadian equities to 45 %.

A good guideline is to increase it to at least 10 %, but no more than 25 % of the domestic equity allocation.

For your aggressive portfolio allocation and using Bernstein's advice, you need to increase your equity allocation from 80 % to 90 % during rebalancing or initial allocation in your case.

For a more traditional portfolio of 60 % equity / 40 % bonds, using bernstein advice would be increasing equity allocation from 60 % to 70 % during rebalancing.

However, Jordan was tempted to increase his equity allocation to 85 % in very short period time and I was pointing out that this might not be a good idea.

Advisers sharply increased allocations of client assets to U.S. equities, but some planners are cautioning against piling into a market where they see valuations as being too high.

Also, I'm intrigued with the work that Michael Kitces and Wade Pfau have done on optimizing withdrawal rates through asset allocation (which argues you're best to reduce equity exposure at retirement, then increase later in life).

See for yourself why we believe now is the time for investors to rethink international equity exposure and consider increasing international stock allocations.

In this latest report, learn why now might be the time to rethink your international equity exposure and possibly increase your international allocation levels.

Both SigFig and Sofi had some of the highest allocations to emerging market equities, which reflected a broader trend among robo - advisors to increase allocations to international equities while reducing exposure to U.S. stocks, according to the Robo Report.

This allowed me to increase my equity asset allocation and buy stocks at bargain prices.

I currently invest all my new contribution all in equities and don't intend to increase my bond allocation before retirement.

So I increase my asset allocation to equities.

If you feel you are very near to your goal you can rebalance it by increasing the debt portion and decreasing the equity allocation so that you are not exposed more to market risk while achieving your goal.

Overall we still are overweight with equities with an increasing allocation to international and underweight with fixed income.

Best example can be: Lets say you have a 10 year goal, you may have highest allocation to Equity Vs debt say till 7th year, after - which you can consider a gradual increase in allocation to debt oriented securities / funds.

At age 7, the allocation to the equity funds begins to decrease, while holdings in fixed - income funds and FDIC - insured accounts increase.

For those who were not at an extreme value in either year, the range of their asset allocation changes to equities ranged from a 2.0 percentage point decline at the 25th percentile to a 14.3 percentage point increase at the 75th percentile.

By following William Bernstein's technique, you can increase your allocation to 85 % equities and 15 % bonds.

As a result, we believe investors should reassess their allocation to international small - cap stocks, with the goal of increasing their weighting to a target of 5 % -10 % of their total equity allocation.2

However, it does suggest that a more cautious stance to equity allocations and increased risk management will likely offset much of the next «reversion» when it occurs.

Even with this huge, $ 4.6 trillion increase in total mutual fund value, the late 2007 percentage allocation was 25.7 % in cash and equivalents, 17.0 % in fixed income, and 57.7 % in equities — again reasonably similar to mid-2004 with a moderate shift of value toward equities.

If you were hesitating to hold at least 50 % of your equity allocation in non-US stock mutual funds, as would be suggested by the fact that well over half the world's total stock capitalization value is now in countries outside the US, then this might provide even more support for increasing your international stock allocation.

When market valuations are low the value investor should take advantage of the improved probability of higher prices by increasing portfolio allocation to equities.

I'm convinced this means we'll see continued & increasing investor flows / allocations into German bonds, property & equities for years to come.

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateEquity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateequity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

In general, the fund's allocation to equity securities will decrease and its allocation to fixed income securities will increase as the fund approaches its target retirement date.

The Automatic Asset Allocation plan helps to decrease the policyholders» exposure to equity and increase the exposure to debt as time goes on.

«It's my view that pension funds will continue to increase their commercial real estate allocations, particularly when you have a low interest rate environment and low returns on alternative investments,» says Christopher R. Ludeman, president of capital markets with global real estate services firm CBRE Group Inc. «There will be continued movement to expand their real estate equities.