Sentences with phrase «allocation strategy designed»

You're getting your own portfolio with an asset allocation strategy designed just for you.

A target date fund follows an evolving allocation strategy designed for people retiring on or near a certain date, such as 2020.

Not exact matches

-- Deterministic Asset Allocation Strategies (target - date and balance designs); — Dynamic Asset Allocation Strategies (dynamic lifecycle funds); and — Sub-Allocation Strategies (varying exposures to public and private real estate over time)

However, the rapid growth in the number of ETFs being incubated — in total there are now over 5,300 ETFs globally — combined with low - cost funds across multiple strategies means investors will still need help in portfolio design and allocation.

FlexChoice Access offers the opportunity for you to design an investment strategy that works for you by selecting from the available asset allocation and risk managed global multi-asset portfolios or choosing to build a more customized portfolio from the individual investment options available.

The BlackRock Model Portfolios are a series of asset - allocation models that are intended as tools to help financial advisors design an investment strategy for their clients.

This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.

Based on our Defined Risk Strategy (DRS), Swan Defined Risk Funds are an absolute return type, risk - managed approach to asset allocation designed for growth investors.

Based on our Defined Risk Strategy, the Swan Defined Risk Emerging Markets Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on Emerging Markets equity.

Any human discretion is exercised at the levels of (a) designing the strategy, (b) deciding whether to run the strategy, and (c) deciding at what allocation or leverage to run the strategy.

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.

Although an active asset allocation strategy is designed to add value, there is no guarantee any value will be added, and the strategy may result in losses to the Portfolios.

Based on our Defined Risk Strategy, the Swan Defined Risk Foreign Developed Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on investment in an equity index ETF (EAFA) of developed foreign markets.

Based on our Defined Risk Strategy, the Swan Defined Risk Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on U.S. equities / S & P 500.

It's designed to be a complementary add - on strategy, a way to invest a relatively small portion of a portfolio (not more than 20 % of the stock allocation), with the balance broadly diversified among our other core strategies.

This information could improve the geographical allocation of resources and contribute to the design of more effective strategies aimed at preventing or mitigating the consequences of climate change.

Tags for this Online Resume: Program Management, Project Management, Information Technology, Consulting, Coaching, Mentoring, Communications, Organizational Development, Resource Allocation, Application Development, Application Migration, Software Engineering Management, Enterprise Prioritization, Systems Automation, Quality Assurance, Software Development Lifecycle, Requirements Analysis, Design, Risk Management Strategy, Portfolio Planning, Program Planning, Project Planning, Resource Management, Material Management

Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities

We have yet to find a case of sustained, positive reservation economic performance where someone other than the Indian nation is making the major decisions about governmental design, resource allocations, development strategy and related matters.