Sentences with phrase «allocate assets based»

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

Instead, they allocate assets based upon long - term historical data delineating probable asset class risks and returns, diversify widely within and across asset classes, and maintain allocations long - term through periodic rebalancing of asset classes.

Investors should allocate assets based on individual risk tolerance, investment time horizon, and personal financial situation.

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

Not exact matches

Based on an initial questionnaire about your investment needs, financial background, and risk tolerance, they allocate your money among asset classes (e.g. stocks, bonds, real estate), then use algorithms to monitor and periodically rebalance your portfolio.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

The acquisition of ChoiceVendor has been accounted for as a purchase of an asset and, accordingly, the total purchase price has been allocated to the tangible and identifiable intangible assets acquired and the liabilities assumed based on their respective fair values on the acquisition date.

The acquisition of mSpoke has been accounted for as a purchase of an asset and, accordingly, the total purchase price has been allocated to the identifiable intangible assets acquired and the liabilities assumed based on their respective fair values on the acquisition date.

The aggregate purchase price has been preliminarily allocated to the tangible and intangible assets acquired and liabilities assumed based upon our assessment of their relative fair values as of the acquisition date, with the excess of the purchase price over the fair value of the net assets acquired recorded as goodwill, as follows:

The purchase price has been allocated to the tangible and intangible assets acquired and liabilities assumed based upon our assessment of their relative fair values as of the acquisition date, with the excess of the purchase price over the fair value of the net assets acquired recorded as goodwill, as follows:

The purchase price was allocated to the tangible and intangible assets acquired and liabilities assumed based upon management's assessment of their relative fair values as of the acquisition date with $ 33,612 attributed to goodwill, $ 10,800 to identified intangible assets and $ 112 of net liabilities assumed.

The aggregate purchase price has been allocated to the tangible and intangible assets acquired and liabilities assumed based upon our assessment of their relative fair values as of the acquisition date, with the excess of the purchase price over the fair value of the net assets acquired recorded as goodwill, as follows:

This transaction was accounted for as a purchase of assets and, accordingly, the total purchase price was allocated to the identifiable intangible assets acquired based on their respective fair values on the acquisition date.

On a regional basis, 43 % of the Fund's assets were invested in U.S. - domiciled companies as of September 30, while approximately 32 % was allocated to equities in Europe and nearly 21 % to Japan.

On the basis of «snapshot», they will allocate CDY to our CoinEx account against a 1:1000 ratio on ViaBTC BCH assets.

We've quoted previously from Artemis» October report, «Volatility and the Alchemy of Risk» (WILTW October 26, 2017): «A dangerous feedback loop now exists between ultra-low interest rates, debt expansion, asset volatility, and financial engineering that allocates risk based on that volatility.»

The strategy allocates risk and leverage based on variance assuming stable correlations... The risk parity strategy, decomposed, is actually a portfolio of leveraged short correlation trades (alpha) layered on top of linear price exposure to the underlying assets (beta).

«A dangerous feedback loop now exists between ultra-low interest rates, debt expansion, asset volatility, and financial engineering that allocates risk based on that volatility.

When the base allocation to «cash» is less than 100 %, allocate 1 / T of the balance to each top T asset class proxy with positive momentum and 1 / T to «cash» in place of each top T asset with negative momentum.

Another approach which is used in U.S. state and local taxation by virtue of an interstate compact, is to have entities (or consolidated groups of corporations) prepare one tax return for the entire world and then to allocate pro-rata percentages of that global return to different jurisdictions based upon a handful of factors that are relatively hard to manipulate and bear a meaningful relationship to where income is earned such as sales, employment and the location of physical assets.

Good IPOs are like a reward and brokers tend to allocate shares based on account assets.

Uses an innovative risk - weighting methodology to allocate across a broad range of commodity, currency and financial assets, equally weighting each component based on estimated risk

The resulting rates of return aren't from taking averages, it's from allocating equal amounts from the different asset classes into one portfolio, then rebalancing it on a regular basis, usually once or twice a year.

You can potentially reduce your investment risk and increase your chances of meeting your investment goals by strategically allocating your investments among each of the major asset classes based on your unique financial goals, risk tolerance, and time horizon.

Even people who have decided to use an index fund - based approach must chose index funds and allocate between asset classes.

But the lion's share of the portfolio (85 to 90 %) is allocated to a diversified risk - based asset mix for the long term, which BMO defines as three years and beyond.

But you can at least get a sense of what's appropriate for you by going to this risk tolerance - asset allocation tool, which can help you allocate your savings between stocks and bonds based on your appetite for risk and how long you intend to keep your money invested.

The following table, from the Disclosure Booklet, lists the investments in which the Age - Based Option invests and the percentage of the investment option's assets allocated to each of its investments.

Allocates primarily to a combination of Franklin Templeton equity, fixed income and alternative funds, based on each underlying fund's predominant asset class.

VeriPlan supports several mechanisms for allocating assets permitting a comparison of projections based upon different asset allocations.

We've quoted previously from Artemis» October report, «Volatility and the Alchemy of Risk» (WILTW October 26, 2017): «A dangerous feedback loop now exists between ultra-low interest rates, debt expansion, asset volatility, and financial engineering that allocates risk based on that volatility.»

The portfolio will typically allocate 60 % of its assets to equity securities, though this percentage can vary based on the Adviser's tactical decisions

Once investment funds are allocated among asset classes based on the set percentage or weights, it is important for average investors to stick with the plan, except periodic portfolio adjustments.

Investment choices: A selection of mutual funds, including age - based portfolios, which are allocated among various asset classes and gradually get more conservative as the student nears college age.

Our assets are allocated based on the manager's assessment of value across countries and sectors given changing market, political and economic conditions, as well as an in - depth evaluation of interest rates, exchange rates and credit risks.

Principal Investment Strategies: The Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market

A broad - based asset allocation fund is unnecessary if you've allocated your assets properly in the first place.

Principal Investment Strategies: The Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends.

PRINCIPAL INVESTMENT STRATEGIES: Each Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends.

When it comes to portfolio allocation, I see nothing wrong with mixing it up — I'm happy to (re --RRB- allocate based on secular investment themes, national & regional location, and / or (alternative) asset categories.

On an aggregate asset basis, hedge funds allocate just 22 % of their assets to small - cap stocks, while 43 % is allocated to largecap stocks.

Allocate based on that amount, then gross - up the RRSP with the government's portion by dividing your after - tax RRSP amount by your tax adjustment factor (1 - t) so you know how much to buy in the RRSP for each asset class.

Based on the model portfolio created for me, my contribution is allocated on a percentage basis to these different asset classes.

A sliding scale (based on both income and assets in this case) is a fair way of allocating precious resources to those who really need them.

Based on the NAV (Net Asset Value) of your funds, you are allocated a certain number of units for the day.

You have an option to choose investment strategies based on your profile and risk appetite: - Lifestage and duration based strategy — we will manage your asset allocation based on your age and remaining years to your policy maturity - Self - Managed Strategy wherein your money will be allocated to your choice of fund (s) The Plan also offers Rising Star Benefit that ensures that your child's financial future is secured even in your absence.

Post investment in the chosen fund or funds, units are allocated based on the applicable Net Asset value (NAV) of the respective fund as per the date of investment.

Ensured that individual plans were well diversified, with assets allocated based on each member's goals and future objectives.

Maryland uses a system known as equitable distribution, which allocates marital assets on the basis of fairness.

Today, U.S. - based public pension funds have 6.8 percent of their total assets, or an average of $ 758 million, allocated to commercial real estate, according to London - based research firm Preqin.