Sentences with phrase «within equity portfolio»

Within an equity portfolio, these funds are ranked against other total return equity funds in Class 4.

Within equity portfolio of the fund, the fund manager invests primarily in large cap stocks with growth tilt.

Given this, while we at BlackRock currently still prefer stocks over bonds, it may be more important than ever to be choosy within your equity portfolio.

Given this, while we at BlackRock currently still prefer stocks over bonds, it may be more important than ever to be choosy within your equity portfolio.

Not exact matches

Within global equity portfolios, investors raised their European exposure by 1.8 percentage points to 19.6 percent and trimmed U.S. holdings to 40.1 percent.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

In the third quarter (Q3) of 2016, K2 Advisors» Research and Portfolio Construction teams continue to have high conviction for long short equity and merger arbitrage strategies, and within the global macro strategy, the teams have elevated emerging markets into their top three convictions.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

Even in my day job at Hamilton Bradshaw Private Equity, I see myself as a mentor to every single CEO within my portfolio, no matter their career stage.

In this role, he worked closely with the entire MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

In this role, he worked closely with the MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

In support of local educators, Professional Education at the Harvard Graduate School of Education is offering a special tuition rate for educators working in Massachusetts, Maine, Vermont, New Hampshire, Connecticut, and Rhode Island for three upcoming leadership programs within The Principals» Center portfolio — Race, Equity, and Leadership in Schools; Improving Schools: The Art of Leadership; and Leadership: An Evolving Vision.

So when equity markets gyrate, muni bonds can serve as an important diversification complement within your portfolio.

While it is true that the DRS can perform many different roles within a portfolio, we tend to position the DRS first and foremost as a core equity solution.

Lisa is a Vice President at State Street Global Advisors and a Portfolio Manager within the Global Equity Beta Solutions Team.

As she dug deeper, she found out that the proportion of her portfolio invested in equities had gotten as high as 70 % at one point, which she considered «too high for a woman who is within a few years of retirement.»

This ETF offers exposure to dividend - paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio.

The foundation of dynamic risk management is actually fairly straightforward: if the risk within a portfolio increases, the number of risky assets in that portfolio (such as equities) is reduced.

In future blog posts, we will explore the different roles the DRS can perform within a portfolio, including as a core equity position, across multiple asset classes, as an alternative, or as a fixed income surrogate.

I have long felt that the best way to invest for the long - term was with a concentrated equity portfolio (fewer than twenty securities) and some overweight positions within that concentration.

The Russell 3000 Dividend Growth Managed Portfolio seeks to invest in the top US dividend equities within the Russell 3000 index.

If given the data, one can easily compare the risk and return of an equally weighted portfolio of the entire dividend - paying universe of securities from within the S&P / TSX Composite Index with the risk and return of an equally weighted basket of the non-dividend paying equity securities from the same universe.

We focus on long - term portfolio protection and portfolio diversification, by bringing an enhanced CTA / managed futures model to market which is retaining exposure to commodity returns within the UCITS framework whilst excluding equity exposure.

Although global exposure to equities can provide substantial diversification for a portfolio, many investors are content to stay within the confines of the U.S. when it comes to investing.

Yet, if TAVF can acquire equity interests in well managed, wellcapitalized, private businesses early on, at prices which are no greater than, and probably less than, private business values, and where there is reasonable Wall Street sponsorship, then it is likely that, sooner or later (perhaps within the next two to five years), opportunities will exist to create an IPO for one or more of the Fund's portfolio companies at attractive prices.

Topics like investment lineup, tax - managed versus non-tax-managed, fees, tax loss harvesting, rebalancing, IFA FinPlan, and tilts towards the dimensions of higher expected return in the equities and fixed income markets within our IFA Index Portfolios have aimed to provide value to our clients.

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.

The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market.

Given the fund's mandate and low costs, JATTX makes for a prime subcore position within a broad equity portfolio.

If our returns fall within this targeted return band in the shorter - term (one year), we believe we will be on track to beat both the market and a balanced equity / bond portfolio over a full market cycle.

The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap high dividend stocks within the US equity market.

The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity market.

The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value stocks within the US equity market.

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market.

The Fine - Tuning tables show the historical returns of various percentages of stocks (equities) and bonds (fixed - income) within a portfolio.

The Small Cap Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap growth stocks within the US equity market.

The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market.

Portfolio Manager Mike Schroer, CFA, discusses Renaissance's approach to active investing within the large cap equity space.

Within the return - seeking portfolio, which provided 52 per cent of the fund's income, public equities returned 14.8 per cent and private equities returned 19.6 per cent on a currency hedged basis.

«The Nationwide Maximum Diversification Emerging Markets Core Equity ETF seeks to identify the exact combination of stocks within the emerging markets universe that will maximize the diversification benefits of a portfolio while retaining the full equity risk premium,» says Chris Graham, chief investment officer for Nationwide Equity ETF seeks to identify the exact combination of stocks within the emerging markets universe that will maximize the diversification benefits of a portfolio while retaining the full equity risk premium,» says Chris Graham, chief investment officer for Nationwide equity risk premium,» says Chris Graham, chief investment officer for Nationwide Funds.

Within the next three years his portfolio should be 90 % fixed income and 10 % equities.

Part 1 of this article looked at the ways in which superannuation funds and other institutional investors build «multi-manager» equity portfolio structures in an attempt to spread the benefits of diversification within, and not just across, asset classes.

Interior renovations are complete on all 296 units at the Enclave at Lake Ellenor, one of the equity investments within your portfolio.

Raymond Donofrio is a Vice President within SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions Group.

But other asset categories - including real estate, precious metals and other commodities, and private equity - also exist, and some investors may include these asset categories within a portfolio.