Sentences with phrase «additional asset classes in»

Theoretically, it makes sense to include an additional asset class in a portfolio if the result is a higher risk - adjusted return (as measured by the Sharpe Ratio).

Not exact matches

However, even with these recent changes in allocation, I would still like to see some additional asset classes beyond ETFs, such as commodities and REITs.

Sprecher said «This is a game changing transaction,» at the time as the deal provided ICE with new asset classes in stocks, equity options and additional European financial futures.

But if you insist on making a defensive play, then some other things to keep in mind: instead of selling non-retirement funds from one asset class and putting them into another, you can just funnel additional income and new money into the asset classes you'd like most representation in.

In the example at the beginning of this post, I illustrated rebalancing with only two asset classes, US stocks and bonds, but the same rebalancing strategies apply to a portfolio with additional asset classes.

Find additional investing ideas in our asset class views table below as well as in our full Global Investment Outlook.

The additional diversification to asset classes such as mortgages, commodities, real estate and private equity not only mitigated risk but generated positive returns, despite recent volatility in the market more generally.

The additional diversification to asset classes such as mortgages, commodities, real estate and private equity not only mitigated risk but generated positive returns in this relatively flat month.

The increase in capital required to fund the sale of the additional bonds inevitably comes from other asset classes, resulting in an increase in the rate of return for all assets across the risk curve as investors sell other assets to re-weight their mix of holdings toward bonds.

In the Total Return Swap, in exchange for providing the total return of the Index, the counterparty receives any interest earned on the portfolio cash and, in some cases, an additional swap fee depending on the asset clasIn the Total Return Swap, in exchange for providing the total return of the Index, the counterparty receives any interest earned on the portfolio cash and, in some cases, an additional swap fee depending on the asset clasin exchange for providing the total return of the Index, the counterparty receives any interest earned on the portfolio cash and, in some cases, an additional swap fee depending on the asset clasin some cases, an additional swap fee depending on the asset class.

With such low charges, NULIPs are arguably one of the most cost - effective investment instruments available in the market today that provide access to a wide range of asset classes along with the additional benefit of life cover at very reasonable costs.

In effect, the various asset classes provide additional diversification benefits that go beyond the investment risk reduction benefits that can be achieved through full diversification within each individual asset class.

Variable Life: the flexibility of universal life insurance with the additional benefit of allowing the cash value to be invested in various options across different asset classes.

NEW YORK — Thomson Reuters, through its partnership with MarketPsych Data LLC, has launched a new version (v3.0) of its MarketPsych Indices (TRMI) which includes its first sentiment data feed for Bitcoin in addition to new and / or enhanced market sentiment data for several asset classes, new user capabilities, and additional coverage.

Combining our attractive cost of capital with Brookdale's operating expertise, creates a powerful franchise to generate meaningful growth opportunities, both internally as we work together to increase occupancy above its current 80 % level, and externally as we pursue additional acquisitions in this fragmented asset class to further grow the platform.

Mr. Newman has been directly responsible for over $ 2.5 billion of acquisitions covering every real estate asset class across five continents, and leading teams and approving an additional $ 10 billion in investments.

Research indicates 65 percent of individual investors plan to purchase additional properties in the coming year, and Wall Street firms have amassed more than $ 10 billion to invest in an institutional asset class.