Sentences with phrase «institutional asset allocation»

Institutional asset allocation profiles tell us that many large pools of capital are already sitting with historically low bond allocations.

Institutional asset allocation profiles tell us that many large pools of capital are already sitting with historically low bond allocations.

Not exact matches

Dirk Hofschire, senior vice president of asset allocation research at Fidelity Investments, explains why, and what it may mean for investors in his monthly market catch - up with Lars Schuster, institutional portfolio manager for Strategic Advisers, Inc., a Fidelity Investments company.

He is responsible for defining the asset allocations and portfolio strategies throughout the organization to advise individual and institutional investors.

A much - noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual «All - America Research Team» eighteen times, and is one of only forty - nine analysts inducted into the Institutional Investor «Hall of Fame».

In his usual clear and engaging style, Russ Koesterich presents the institutional approach to asset allocation.

He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.

Institutional investors have long included infrastructure in their strategic asset allocations.

Also, the now mainstream investment becomes more correlated with risk assets generally, because the actions of institutional investors chasing past returns is common to much of what qualifies for asset allocation.

Big institutional investors know that asset allocation — how you divide your portfolio across different stocks, bonds and other investments — is the biggest determinant of success.

Canadian institutional investors are increasingly using exchange - traded funds (ETFs) for strategic asset allocations, and are leading the world in the innovative application of ETFs to realize their investment strategies - even beyond equities - according to the Greenwich Associates 2015 Canadian Exchange - Traded Funds study.

Global economics Current events & geopolitics Central banking Financial stability Governance & regulations Investment strategy Asset allocation Risk factors Political risk Risk management Fixed income Equities Credit - related Institutional real estate Alternative investments Private equity Risk parity Smart beta Infrastructure Hedge funds Commodities Opportunistic / Special and More

This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.

Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan — Growth 35000 / 9.28 % / Onetime

Recent financial crises have exposed the shortcomings of the traditional approach to asset allocation and have led an emerging shift, especially among institutional investors, towards dynamic asset allocation, hinged on the diversification across risk factors.

He manages inflation hedge and unconstrained active asset allocation portfolios for mutual fund sponsors and institutional clients around the world and researches long - term structural investment themes.

Tim then joined the Asset Consulting Group of Towers Perrin in 1989 and spent four years there consulting to institutional clients on manager search and asset allocation poAsset Consulting Group of Towers Perrin in 1989 and spent four years there consulting to institutional clients on manager search and asset allocation poasset allocation policy.

2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»

Savvy investors are discovering what institutional investors have known for some time: asset allocation, not security selection, helps drive long - term investment results.

LISA hosts events to educate institutional investors — state and municipal pension fund managers, among others — that securitized life settlements are safe, non-correlating assets that should be included in a well - diversified portfolio allocation.

Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities

Mr. Vetter oversaw $ 15 billion in managed assets across a wide range of investment strategies, advising institutional clients with respect to their residential and commercial mortgage allocations.