Sentences with phrase «active equity strategies»

Systematic active equity strategies that aim to deliver superior risk - adjusted returns.

Amie Ko is a product manager for Research Affiliates» asset allocation and active equity strategies, responsible for creating educational and marketing content, developing messaging, and conducting analytics in support of these strategies.

And fourth, our equity allocations are invested in PIMCO RAE Fundamental funds, systematic active equity strategies with dynamic value exposures.

RAE systematic active equity strategies seek to generate superior risk - adjusted returns.

Fixed income and money market funds charge much lower fees than active equity strategies.

BlackRock's active equity strategies are having trouble, only half of their equity funds are beating their peers.

Not exact matches

We think the US equity markets will continue to gradually move more to passive, but we see lots of room around specialist strategies like biotechnology, senior housing type things, and we see plenty of opportunities in international and emerging markets where active management adds very significant value.

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

Mary Jane co-manages the ClearBridge Sustainability Leaders Strategy, as well as a number of other active equity ESG strategies, and is a member of the ClearBridge Proxy Committee.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

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.

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.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Chris Laine is a Senior Portfolio Manager at State Street Global Advisors, primarily responsible for emerging market strategies on the Active Quantitative Equities team.

«The Fed front - loaded 20 years of stock gains into the past decade, that's bad for passive but good for active,» wrote Barry Bannister, head of institutional equity strategy at Stifel.

Against that background, we see strong value in active European equity strategies right now.

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

With that in mind Wes was kind enough to answer some questions about the strategy behind the new fund and launching a new active equity ETF amidst recent market volatility.

And against that background, we believe investors with exposure to European equities via a passive approach shift to active strategies.»

Our Smart Beta Portfolios are managed by a team of professionals with significant experience in back - testing and managing quantitatively oriented «active» equity strategies designed to compete with actively - traded funds.

After one of the best quarters ever for Sparinvest's global value equity strategies, the team considers reasons for the rallies in the European and Japanese markets and highlights some of the benefits of active investment — including a focus on ESG risks - which passive investing is unable to offer.

Second, many investors familiar with passive or active equity investments sometimes have certain misperceptions regarding the Defined Risk Strategy or other hedged equity strategies.

Ultimately, the equity investor will haul in a larger alpha catch by emulating the skilled fisherman: first, identifying a promising location (i.e., small cap stocks), then using multiple lines and hooks (i.e., implementing value, momentum, and quality strategies to exploit the chum of risk and mispricing in each), and lastly, dangling the lure of skilled active management to tease out the smallest trading costs possible.

In my view, active investing is inappropriate for companies such as Equity Strategies which is a Registered Investment Company under the investment Company Act of 1940, as amended.

NextShares funds can invest in all the same asset classes and strategies as mutual funds, including equity, income, alternative and multi-asset investments managed in a wide range of active styles.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

It also means that active strategies invested in equities would, on average, have earned the same returns as the benchmarks.

Created and owned by BRI Partners and calculated by Wilshire, the index is designed to provide a beta benchmark for active long / short U.S equity hedge fund strategies.

The first is the Return Seeking Portfolio, and it includes primarily Canadian and international equities, as well as a number of active strategies.

Since then they've created a number of equity ETFs, all with active strategies.

As the vast majority of investors choose the conventional route of active management through mutual funds (the second half of the book is a stinging critique of the shortcomings of active management), the author says that constructing a well - diversified, equity - oriented, passive portfolio is an unconventional investment strategy but provides the best chance of success.

As you consider migrating your public equity holdings away from traditional active management to smart beta, two portfolio construction questions come to the fore: which smart beta strategies should you include, and how should you manage those strategy allocations through time?

The enticing names of most of these deals are: Age - based portfolios, age - based strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed allocation option, static portfolios, active portfolios, equity option, balanced option, asset - allocation options, fund - of - funds asset allocation option, years - to - college option, automatic allocation choice, etc..

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateEquity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateequity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

«WeChat's Mini Program saw rapid user adoption to 170 million daily active users, showing early benefits of mini games and Smart Retail strategy that could allow Tencent to expand its offline payment, advertising business and user transactional data,» Jefferies equity analyst Karen Chan said in a report.

The mediums can be both passive and active as there is a time and place for both strategies and they usually include a combination of executive recruiters, private equity firms, executive networking, LinkedIn and going direct (the hidden job market).

Conducted investment reviews of active equity and fixed strategies, responded to ongoing questions about strategies and performance.