Sentences with phrase «across asset classes while»

Our analysis shows that portfolio risk can be mitigated by diversifying across asset classes while meeting the specific investment objective, whether it's income, inflation protection or balanced asset class risk exposure.

Not exact matches

The increase, while modest, is nevertheless indicative of higher uncertainty and potentially better trading opportunities for managers with flexibility to trade across asset classes (most notably in fixed income and currencies, which have traditionally been a core area of focus for discretionary managers).

My advice is to diversify across asset classes and sectors while raising more cash.

It also allows you to determine how to best diversify your risk across a specific asset class, sector or industry while maintaining a specific level of exposure to a specific security.

DiNapoli, sole trustee of the fund, says there was some recovery while markets remain challenging across all asset classes.

While there are a lot of ways to do this, the main consideration is making sure you are diversified both across and within asset classes.

Unlike traditional financial advisors and other robo - advisors, the internal algorithms build and manage global, customized portfolios of highly diversified, low - cost ETFs across asset - classes, while putting an emphasis on risk management by incorporating deep analysis of economic cycles in order to navigate its ups and downs and maximize long - term returns.

Newton allocates the Fund's investments across asset classes seeking to construct a diversified portfolio focused on income generation, while maintaining the potential for long - term capital appreciation and managing the risk profile of the Fund's portfolio of investments.

However, I believe ten ETFs provides enough diversification across multiple assets classes while also appealing to a wide range of investors.

While mutual funds provide diversification across various asset classes, exchange - traded funds (ETF) afford investor access to narrow markets such as commodities and international plays that would ordinarily be difficult to access.

While many active investors translate this to mean holding stocks in different sectors of the market (which, by the way, might be a good idea), it might also be a good idea to be diversified across asset classes (which can include corporate bonds, government bonds, and futures).

But, barring any drastic moves in the final trading days of 2015, the most widely held classes of assets, including stocks and bonds across the globe, were basically flat... While that may be disappointing news for people who hoped to see big returns from at least some portion of their portfolio, it is excellent news for anyone who wants to see a steady global economic expansion without new bubbles and all the volatility that can bring.

Composition: The Intelligent Asset Allocator Portfolio uses only Short Term US bonds to compose the bond portion of an allocation while splits up the equity portion across 7 asset claAsset Allocator Portfolio uses only Short Term US bonds to compose the bond portion of an allocation while splits up the equity portion across 7 asset claasset classes.

So, while we retain at our core an equity bias, we nonetheless have the freedom to invest the portfolio across multiple asset classes, geographies, industries and currencies.

This approach, the analysts say, «should give investors a better sense of their odds of picking winning managers across asset classes and categories while taking real - world factors into consideration.»

While the rest of the trading world is mired in a seemingly «riskless» environment, with implied volatility offered at historically depressed levels across most all asset classes, the cryptocurrency space is a beacon of light for the thrill seekers.

«Other asset classes underperformed in 2015, while single - family rental investors saw healthy returns in terms of income and appreciation in markets across the country,» explained Steve Hovland, manager, research services at HomeUnion.

While near - term volatility is creating uncertainty across markets, commercial real estate continues to be an attractive asset class for global institutional investors.