Sentences with phrase «alternative equity styles»

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.

First, we evaluated the consistency of the contribution across alternative equity styles by examining equity portfolios oriented along value, growth, small - cap, large - cap, and momentum styles.

Table 1 reports monthly portfolio returns for the five alternative equity style portfolios.

Not exact matches

I would urge companies at the fundraising stage to spend time and thought determining whether a campaign equity - crowdfunding - style makes sense or whether an alternative is more viable.

Rydex offers s pure style alternative, RFG, that is slightly more expensive but will offer a considerably more targeted focus on growth equities.

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 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.

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.

Rydex offers a pure style alternative, RFV, that is slightly more expensive but will offer a considerably more targeted focus on value equities.

Comprehensively analyzed portfolios comprised of equity, fixed income, and alternative investment holdings to generate increased efficiency through mean - variance optimization and style diversification.