Sentences with phrase «among the assets classes while»

These index funds will not only accomplish broad asset allocation but will also provide excellent diversification among the assets classes while keeping expenses low.

Not exact matches

The investment objectives of Horizons HGM are to use flexible tactical asset allocation among multiple global asset classes to seek long term growth, while also seeking to protect against downside risk.

Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.

While the overall split among stocks and bonds within a TDF series, the glide path, is a primary driver of results and therefore participant outcomes, what those asset classes are composed of can also impact results and is worthy of consideration, according to a white paper by Portfolio Evaluations Inc..

According to 1990 Nobel Prize winner Harry Markowitz's «Modern Portfolio Theory», almost 92 % of investment returns are the result of how assets are allocated among different classes, while only 2 % are due to the specific stocks and bonds you choose to buy within each asset class.

The committee in its report among other things has recommended that the investment norms «should undergo significant change» with a view to improve the returns generated by the funds while taking account of the risks inherent in the various asset classes.

Senator Robert Menendez cited Venezuela's attempt to circumvent sanctions using Petrocoin, while Senator Jack Reed stressed the need for technologists and computer expert personnel among the regulators to help them understand the burgeoning asset class.