Sentences with phrase «alternative equity strategies»

JL: Which alternative equity strategies do you feel offer the best upside potential / downside protection heading into 2013 and beyond?

Therefore, by considering alternative equity strategies we provide a broader view of the potential benefits that can be achieved by incorporating commodity futures into equity portfolios managed along alternative style guidelines.

Not exact matches

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

Established in 1992, Cerberus Capital Management, L.P. is a global leader in alternative investing with approximately $ 34 billion under management across complementary credit, private equity, and real estate strategies.

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.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

Established in 1992, Cerberus Capital Management, L.P. is a global leader in alternative investing with approximately $ 34 billion under management across complementary private equity, credit, and real estate strategies.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services — including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings — that complement traditional investment portfolios.

Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]

Alternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of dAlternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of dalternative strategies primarily consist of hedge strategies, including use of derivatives.

Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

«It's a viable funding alternative, but I would encourage founders to consider where they see their growth path taking them,» said Mr. Mahon, noting that equity crowdfunding should be considered one part of a startup's broader fundraising strategy.

Read more in the full Global equity outlook, including our take on minimum - volatility strategies and why we believe short - term bonds are an increasingly compelling alternative to «stable» dividend stocks.

Week One and Two, which deal with culturally responsive teaching, could be used in courses that address equity more generally or examine alternative strategies for narrowing the achievement gap.

Read more in the full Global equity outlook, including our take on minimum - volatility strategies and why we believe short - term bonds are an increasingly compelling alternative to «stable» dividend stocks.

ALTS allocates among a set of underlying ProShares ETFs that employ alternative and non-traditional strategies such as long / short, market neutral, managed futures, hedge fund replication, private equity, infrastructure and inflation - related investments.

There are other interesting studies at Morningstar, (search Morningstar Optimal Withdrawal Strategy) where the reference point is knowing what you can't know about the future, and the practical alternatives are compared by again using a utility function, but at least considering probability of draining the portfolio or outliving an assumed time horizon, and using more realistic equity allocations.

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.

In part one of our article on liquid alternative strategies, we looked at equity - based, non-traditional bond and commodity alternatives.

Discover our comprehensive range of European equity strategies, from traditional equity investing, such as growth and value, to alternatives such as absolute return.

Cleary, equity based alternative strategies, such as long / short equity, struggled to keep up with the strong rally in March, however, nontraditional bond funds performed well relative to their long - only counterpart (Intermediate Term Bonds).

The team has access to a wide variety of strategies in LDI, multi-asset, alternatives, equity and fixed income investment management

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

October saw 13 new alternative funds register with the S.E.C. covering a wide swath of strategies including multi-strategy, long / short equity, arbitrage, global macro and managed futures.

«A Survey of Alternative Equity Index Strategies.»

An example of our research in this area, the article «A Survey of Alternative Equity Index Strategies» by Chow et al. (2011), is an analysis of the most popular smart beta sStrategies» by Chow et al. (2011), is an analysis of the most popular smart beta strategiesstrategies.

Tags: feature Posted in Alternative Minimum Tax (AMT), Equity Compensation, Incentive Stock Options (ISOs), Tax Strategies

The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility.

The firm offers a broad range of global investment solutions and management services in equity and fixed income strategies, alternative investments, and private equity funds.

Global economics Current events & geopolitics Central banking Financial stability Governance & regulations Investment strategy Asset allocation Risk factors Political risk Risk management Fixed income Equities Credit - related Institutional real estate Alternative investments Private equity Risk parity Smart beta Infrastructure Hedge funds Commodities Opportunistic / Special and More

«Managers» new initiatives are focused on blending together existing capabilities in equity, fixed income and alternative asset classes to build an asset allocation strategy to serve as an all - inclusive solution for advisers» portfolios.»

I will keep it short, but there were several new funds of interest that launched this month, most notably a long / short equity fund from Longboard, which we wrote about in a story titled Longboard Launches Second Alternative Mutual Fund and two new hedge fund replication ETFs from IndexIQ, both of which are detailed in New ETFs Allow Investors to Build their Own Hedge Fund Strategies.

Minimum volatility strategies seek to decrease the effects of the market's ups and downs over time by providing equity investors lower risk alternatives to traditional equity portfolios.

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.

The group is responsible for conceptualization, research, and design of the S&P Global core and quantitative equity, fixed income, commodities, volatility (VIX futures based), multi asset, sustainability (ESG), and alternative asset strategy indices.

The Global Asset Management segment offers investment capabilities and styles across all major traditional and alternative asset classes such as equities, fixed income, currencies, hedge funds, real estate, infrastructure, and private equity that can also be combined into multi-asset strategies.

Given the differences in the covariance structure of returns across alternative equity styles (price movements are not perfectly correlated), it is reasonable to question whether tactical allocation strategies are effective across alternative equity styles.

Alternative investment strategies may include long / short and market neutral strategies; bear market strategies, tactical strategies (such as debt and / or equity: foreign currency trading strategies, global real estate securities, commodities, and other non-traditional investments).

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.

The addition of CVP represents another step in New York Life Investments» effort to offer a broad range of alternative investment solutions that now include private equity, mezzanine, equity co-investing, middle market lending, real estate, hedged strategies and real assets.

NextShares can invest in all the same asset classes and strategies as mutual funds, including equity, income, alternative, and multi-asset investments.

Alternative investments: strategies that produce returns by taking risk other than equity and bond risk.

2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»

Building on his pioneering work on the RAFI ™ Fundamental Index ™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably including «A Survey of Alternative Equity Index Strategies,» which won a 2011 Graham and Dodd Scroll and the Readers» Choice Award from CFA Institute, and «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies,» which won the 2013 Bernstein Fabozzi / Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management.

Horizons ETFs receives ETF awards for Best Alternative, Energy Equity and Preferred Share Fixed Income strategies

Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies.