Sentences with phrase «u.s. equity investment strategies»

Not exact matches

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices» product set, including U.S. and global equities, commodities, fixed income, and economic indices.

He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Strategy.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

The fund's U.S. multi-cap equity strategy and investment objective will not change.

The Fund «s principal investment strategy is to primarily invest its assets in U.S. and foreign equity securities that are believed to be the most attractive in the global marketplace.

I was surprised to learn that most planners are now advising to shift investment strategies towards U.S. equities and bonds have deeply fallen out of favor.

That argument is that since correlations in the U.S. equity market are declining (perhaps as a consequence of the Federal Reserve tapering its support of the Treasury market), stock selection strategies will perform better than in a more macro-driven investment environment.

Ivy Investments launched their first funds, three following U.S. equity strategies, on October 17, 2016.

Strategy: The fund is an actively managed U.S. equity strategy that seeks investments in companies believed to exceed investor expecStrategy: The fund is an actively managed U.S. equity strategy that seeks investments in companies believed to exceed investor expecstrategy that seeks investments in companies believed to exceed investor expectations.

The index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

The Credit Suisse 130/30 Large Cap Index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

This direct investment strategy will be a change from how XEF currently implements its investment strategy by investing in shares of iShares Core MSCI EAFE ETF, a U.S. iShares Fund that itself invests in a portfolio of international equity securities included in the XEF Index.

The LibertyQ U.S. Small Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 2000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The LibertyQ U.S. Large Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 1000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The LibertyQ U.S. Mid Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell Midcap ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.