Sentences with phrase «allocation strategies include»

The most generic asset allocation strategies include large cap and higher dividend stock funds.

He is responsible for the development and investment management of global asset allocation strategies including tactical asset allocation and real asset strategies.

Not exact matches

This press release contains «forward - looking statements» within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the company's 2018 financial performance, the company's growth strategy, the company's capital allocation strategy, the company's tax planning strategies and the performance of the markets in which the company operates.

Throughout his career, Paul has been a key contributor to Delta's strategies and has been instrumental in a number of initiatives, including the purchase of the Trainer refinery from ConocoPhillips; the balance - sheet initiatives that have resulted in nearly $ 7 billion in debt reduction; the structuring of $ 1.8 billion in revolving credit facilities, the expansion of the T - 4 facility at JFK and the recently announced capital allocation strategy.

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Committee.

For example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset class.

Evaluation measures include progress against business model and growth strategies, client relationship management, staff retention, and the evolution of asset allocation and product strategy in line with investor needs.

Funds can be customised to investors» targeted objectives and may include multi-asset, alternative or tactical allocation strategies.

Review the investments offered by the plan and be sure that your asset allocation and the investments selected dovetail with your retirement goals and fit with your overall investment strategy including assets held outside of the plan.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

Bespoke offers multiple strategies, including aggressive growth, conservative growth, conservative income, and asset allocation models.

Leading the investment team in delivering an investment strategy, including portfolio construction, manager selection and asset allocation activities.

Developing an in - depth understanding of valuation, including corporate strategy, investor behavior and capital allocation is central to our process.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

I modified our asset allocation strategy to include a 10 % allocation to Vanguard REIT and then re-balanced the entire portfolio to suck up the $ 400K in cash.

A «lean» district office will focus on policymaking instead of top - down operational decisions, including a small «strategy group» that will set learning standards and ensure the equitable allocation of resources, but will not mandate teaching methods or control school spending.

While relatively risk - averse overall, current income strategies can be included in a range of allocation decisions across a gradient of risk.

He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.

Swan's Defined Risk Strategy (DRS) was specifically built to compensate for limitation in asset allocation and some of the inherent weaknesses in stock selection, market timing, and asset allocation (including buy - and - hold investing).

Funds in this category include both funds with static allocations to alternative strategies and funds tactically allocating among alternative strategies and asset classes in response to anticipated market movements.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Bear Market Strategy Funds.

Kirsty is responsible for a broad array of customized portfolio strategies including the concepts of asset allocation, portfolio optimization, cash flow, tax efficiency and retirement planning.

They included my colleague Gerardo Rodriguez, who managed BlackRock's emerging markets multi-asset strategies, a representative from index provider MSCI and several asset allocation specialists.

If you transfer a holding that is already included in your Personalized Portfolio, we won't sell and then re-purchase that security - your position will be re-sized to match the allocation dictated by the investing strategy you accepted.

Our guide includes a basic overview of the Thrift Savings Plan, an allocation strategy, along with targeted investment principles for Federal Employees and Service Members.

The asset allocation and investment strategies are influenced by various data points including age, gender, savings rate, and value of outside assets.

An asset allocation strategy that refers to an all - encompassing strategy that includes consideration of capital market expectations and client risk tolerance.

The most common strategies include strategic, tactical, constant weighting, and systemic asset allocation.

Taxpayers often apply asset allocation strategies to reduce their total tax liability, including the use of tax - deferment accounts.

While SMI's Conservative Allocation and Dynamic Allocation Funds include bonds in varying degrees, SMIUX is the first SMI Fund that will allow investors to pair a pure SMI Bond approach with SMI's most popular stock strategies in the exact allocations they desire.

His work with clients includes aligning assets with long and short - term investment objectives, tactical asset allocation, and employing overlay strategies to enhance return and better manage risks.

The fund has a strategic allocation of assets primarily among equity, fixed - income and alternative (non-traditional) underlying fund investments (largely Franklin Templeton funds) and an income generation strategy, which will include derivatives.

Asset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious metals.

Topics include: Evaluating your investment strategy, investing in low interest rates, hedge fund performance and asset allocation for young investors.

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?

ETF.com is out with a really good interview with Meb Faber discussing topics from his new book: Global Asset Allocation: A Survey of the World's Top Asset Allocation Strategies Topics of the interview include Asset Allocations, the effects of taxes and fees on your investment returns and more.

This presentation discusses strategies to help your clients fund a successful retirement, including asset allocation and risk management.

A sophisticated asset allocation strategy that includes Optimum Funds, a series of mutual funds from Delaware Investments1, and automatic portfolio rebalancing.

These objectives and constraints, considered in the light of investment market expectations (expected returns, return volatilities, and return correlations), will dictate the appropriate investment strategies to be followed, including asset allocation and selection, the investment style to be pursued, and the appropriate way to monitor and evaluate performance.

In general, the Adviser's duties include setting each Fund's overall investment strategies and asset allocation.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

AlphaSimplex Group offers both alpha - generation and beta - capture strategies, including quantitative global macro, global tactical asset allocation, beta replication and beta hedging strategies.

Our Age - Based Strategy includes portfolios that are managed according to the beneficiary's birth year with the asset allocation automatically becoming more conservative as the beneficiary nears college age.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

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 intermediate term.

That's the case for most SMI readers, including those following SMI's Fund Upgrading, Dynamic Asset Allocation, or Sector Rotation strategies.

In both instances, these services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up service between the investment adviser and the trading desk at the broker - dealer, message services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.

The NACUBO institutions» portfolios included in this chart have the following investment allocation on average: 32 % equities, 7 % fixed income, 58 % alternative strategies, and 3 % in short - term securities / cash / other types of investments.

First, there is the asset allocation that IFA would advise to use which includes our glide path risk reduction strategy.