Sentences with phrase «strategic allocation fund»

AdvisorOne Funds, AmericaFirst Quantitative Funds, Arrow ETF Trust, BlueArc Multi-Strategy Fund, CLA Strategic Allocation Fund, Compass EMP Funds Trust, Copeland Trust, Equinox Funds Trust, Forethought Variable Insurance Trust, Hays Series Trust, Miller Investment Trust, Morgan Creek Series Trust, Mutual Fund Series Trust, Neiman Funds, Nile Capital Investment Trust, North Country Funds, Northern Lights Fund Trust, Northern Lights Fund Trust II, Northern Lights Fund Trust III, Northern Lights Variable Trust, OCM Mutual Fund, The Multi-Strategy Growth & Income Fund, The Saratoga Advantage Trust, Vertical Capital Income Fund, Total Income + Real Estate Fund, Tributary Funds, Inc., Two Roads Shared Trust and Princeton Private Equity Fund.

The Strategic Allocation Fund seeks current income and moderate appreciation of capital.

Sometime in mid-summer Victory CEMP Multi-Asset Balanced Fund (CTMAX) will be absorbed by Victory Strategic Allocation Fund (SBALX).

Not exact matches

Strategic planning fund allocations.

The investment plan includes strategic allocations to ensure high - quality charters, develop facility solutions, recruit and train school staff, support policy advocacy, and fund management.

This bill establishes requirements for digital classroom technology infrastructure planning by the Agency for State Technology or a contracted organization; requires the Office of Technology and Information Services of the Department of Education to consult with the Agency for State Technology in developing the 5 - year strategic plan for Florida digital classrooms; specifies conditions for a school district to maintain eligibility for Florida digital classrooms allocation funds.

The fund's web page makes it clear that «BlackRock Canada will review, and may adjust, XTR's strategic asset allocation from time to time, as market conditions change.»

To enhance the potential for yield, the Fund also has a strategic allocation to international bank loans and high - yield bonds.

The Fund does not have fixed strategic asset allocation benchmarks but instead adopt a forward looking and flexible approach to achieve their stated objectives.

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 sfunds (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 sFunds study.

«One investment concept that has gained prominence as a result, is the de-risking glide path, a formulaic evolution of a plan's strategic asset allocation that gradually reduces risk as either funded status improves, interest rates increase or both.

The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes in the yield curve, and allocation among fixed income alternatives and inflation hedges.

An emerging markets bond fund that integrates sovereign hard currency debt, local currency debt, emerging market corporate debt, and emerging market currency rates within an actively managed, strategic asset - allocation framework.

The fund has a strategic allocation of assets primarily among equity, fixed - income and alternative (non-traditional) underlying fund investments (largely Franklin Templeton funds) and an income generation strategy, which will include derivatives.

For example, the longer - dated funds in MFS» TDF series have a strategic allocation of 28 % to international stocks.

Uses strategic asset allocation to provide the ability to buy, sell, and hold a wide variety of investments, including but not limited to stocks, bonds, and mutual funds, all in one convenient account.

Or, better yet, just make a strategic allocation to a few solid alternative funds that have some downside protection built into them.

Life cycle funds go by many names — strategic allocation, asset manager, personal strategy, life strategy, target retirement — but the common theme is that they offer specific asset allocations and investment selections for specific investment objectives — all bundled up in one fund.

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.

To support The Climate Group, an Advisory Board presides over the overall direction of the initiative, advising on strategic priorities, overseeing the allocation of funds and steering the decision - making processes.

I'm a fifteen year professional of Contracts Administration and Compliance with proven experience in managing the contractual processes and compliance requirements, risk management, funding sources, budgets, cost allocations in addition to maintaining strategic relations with clients.

Strategic planning fund allocations.

When a strategic opportunity did arise to fund the NATSINSAP, it was not even considered in budget allocations as «Upon the release of the National Partnership Agreement on Closing the Gap in Indigenous Health Outcomes (NPA) committed to close the gap on health outcomes in five priority initiatives (tackling smoking, healthy transition to adulthood, making Indigenous health everyone's business, delivering effective primary health care services; and improving coordination of the patient journey).

He has been responsible for strategic planning, asset allocation, investment selection and performance monitoring for both listed and unlisted funds.

Evan Gentry is the CEO of M360 Advisors, LLC, responsible for fundraising and for establishing the strategic and tactical asset allocation of the funds managed by M360 Advisors, LLC.