Sentences with phrase «as a portfolio insurance»

You can buy underwater options as portfolio insurance, if your portfolio drops below a certain amount, you still have the right to sell it at a higher one.

A pool of mortgages with less than 80 % loan to value ratio can be insured by a mortgage default insurer is known as a portfolio insurance.

Not exact matches

In addition to portfolio management, does your advisor also offer services such as wealth planning, insurance services, tax planning, estate planning and risk management?

«At a time when we are moving forward as a company, a charge of this magnitude from a legacy insurance portfolio in run - off for more than a decade is deeply disappointing,» GE CEO John Flannery said in a release Tuesday.

The bad news keeps piling up for General Electric shareholders as the company announced worse - than - expected insurance portfolio results.

As your family matures, your investment portfolio grows, and your company becomes more valuable, your insurance coverage should reflect those changes.

Insurance should exist in a family's portfolio as a way of buying, as cheaply as possible, the protection of income replacement.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

Investors may simply be «relying less on S&P 500 index options for protective insurance on their portfolios,» as the Wall Street Journal noted.

As interest rates rise, RIAs should be giving a serious look at fee - based annuities as client bond portfolios lose value, according to some insurance company managerAs interest rates rise, RIAs should be giving a serious look at fee - based annuities as client bond portfolios lose value, according to some insurance company manageras client bond portfolios lose value, according to some insurance company managers.

In the event of a stock selloff, it can serve as «portfolio insurance.»

A third rebalancing approach, the constant - proportion portfolio insurance (CPPI) strategy, assumes that as investors» wealth increases, so does their risk tolerance.

At a time when we are moving forward as a company, a charge of this magnitude from a legacy insurance portfolio in run - off for more than a decade is deeply disappointing.»

This was as a result of the fact that most of the insurance firm's portfolio is invested in debts as companies can only invest about a fifth of their revenue in equities.

Trade credit insurance, as defined in this article, refers to insurance against the failure to pay trade debts in connection with a specific transaction or a portfolio of transactions or operations.

The Dow stock index nearly doubled from 1986 until the fall of 1987, when the market began to drop and encouraged investment managers to use a new tool called «portfolio insurance» to protect their investments from further losses as the market fell.

Sharon began her career with Inland in 1981 as a real estate paralegal, spent several years in property management overseeing the insurance risk portfolio and held positions with Inland Midwest Development Corporation before joining the acquisitions team in 2002.

Attempts to price deposit insurance according to risk, so as to recreate a penalty for holding on a risk bank portfolio, were mandated by the FDIC improvement act, but the attempt has failed.

Ultimately, Government of Canada marketable securities are mostly held by Canadians, and can be found in retail and institutional investment portfolios, insurance and pension funds, as well as a variety of other investment vehicles.

On Monday October 19th, 1987, an avalanche of very aggressive «sell» orders hit the market as investors began to panic, which triggered additional «sell» orders and more use of portfolio insurance.

Mr. Martin added, «The addition of Survivorship Choice Whole Life to Penn Mutual's strong life insurance portfolio demonstrates our commitment to whole life insurance and the value it provides policyholders, as well as our commitment to offering survivorship life insurance solutions for policyholders with diverse objectives and risk tolerances.»

Blum has more than 20 years» experience in investments and research, including working with individual clients as a trust portfolio manager and as a bank examiner with the Federal Deposit Insurance Corporation.

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

Diversifying your retirement portfolio with Precious Metals can be an insurance policy against such events as wars, inflation and deflation, downturns in the stock market and the US dollar.

Banks and Insurance companies appear to have been very rational in their portfolio management of Treasury holdings over time, cutting back as yield levels fell over multi-decade periods.

By 1987, the hottest innovation to come from finance theory was something marketed as «portfolio insurance.»

Believers in portfolio insurance discovered that they could not decrease their exposure fast enough, and as they sold, the crash snowballed.

Disclaimer: Mitsubishi Provided the Outlander Sport, Insurance, and One Tank of Gas Year: 2018 Make: Mitsubishi Model: Outlander Sport Trim: SEL Engine: 2.4 L MIVEC DOHC 16 - Valve Four - Cylinder Driveline: CVT, All - Wheel Drive Horsepower @ RPM: 168 @ 6,000 Torque @ RPM: 167 @ 4,100 Fuel Economy: City / Highway / Combined - 23/28/25 Curb Weight: N / A Location of Manufacture: Okazaki, Japan Base Price: $ 25,895 As Tested Price: $ 29,310 (Includes $ 940.00 Destination Charge) Options: Touring Package - $ 2,000.00 Diamond White Pearl - $ 200.00 Tonneau Cover - $ 150.00 Carpeted Floormats and Portfolio - $ 125.00 View full article

Disclaimer: Mitsubishi Provided the Outlander Sport, Insurance, and One Tank of Gas Year: 2018 Make: Mitsubishi Model: Outlander Sport Trim: SEL Engine: 2.4 L MIVEC DOHC 16 - Valve Four - Cylinder Driveline: CVT, All - Wheel Drive Horsepower @ RPM: 168 @ 6,000 Torque @ RPM: 167 @ 4,100 Fuel Economy: City / Highway / Combined - 23/28/25 Curb Weight: N / A Location of Manufacture: Okazaki, Japan Base Price: $ 25,895 As Tested Price: $ 29,310 (Includes $ 940.00 Destination Charge) Options: Touring Package - $ 2,000.00 Diamond White Pearl - $ 200.00 Tonneau Cover - $ 150.00 Carpeted Floormats and Portfolio - $ 125.00

If you own assets such as a home, car or stock portfolio, you risk losing them if you find yourself held responsible for costs that far exceed your insurance policies» liability coverage limits.

Michael E. Stack, CFA, Mike is a fixed income portfolio manager and serves as chair of the Financial Reserves Management Team (FRMT), responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and / or regulatory constraints, such as insurance clients.

You can use covered call strategies to add income to your portfolio or you can buy protective puts as insurance for your portfolio.

As the bulk of my investment portfolio consists of Swiss stocks (such as Nestlé, Novartis, Roche, Swiss Re, Zurich Insurance, ABB, UBS etc.), my dividend income is heavily concentrated on the second quarter of each year as these companies usually pay their dividends in April, May or JunAs the bulk of my investment portfolio consists of Swiss stocks (such as Nestlé, Novartis, Roche, Swiss Re, Zurich Insurance, ABB, UBS etc.), my dividend income is heavily concentrated on the second quarter of each year as these companies usually pay their dividends in April, May or Junas Nestlé, Novartis, Roche, Swiss Re, Zurich Insurance, ABB, UBS etc.), my dividend income is heavily concentrated on the second quarter of each year as these companies usually pay their dividends in April, May or Junas these companies usually pay their dividends in April, May or June.

As everyone will agree, disability insurance is a crucial add on to anyone's insurance portfolio because it provides protection to the insured during unexpected events in their life.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

As it stands, Marina's investment portfolio includes her Alberta home (worth $ 199,400), half of the duplex on Vancouver Island (her share is valued at $ 221,000), $ 186,950 in RRSPs, the $ 245,000 life insurance payout, $ 17,525 in TFSAs and $ 27,709 in other accounts.

Because building a good long - term portfolio is just part of the job — the other part, as I've said, includes bringing together experts in insurance, income tax, estate planning and retirement so the complete financial picture is visible and these individual experts can bring their expertise to help grow and protect your money in all stages of your life.

As it was, none of my insurance holdings had any significant claims from Sandy, and the portfolio did well.

Whole life insurance is not a good standalone investment, and needs to be considered as part of a diverse portfolio.

This type of policy is good to consider if you're interested in not only the benefits of life insurance coverage, but also using the cash value as an investment vehicle to diversify your portfolio.

Buy «Insurance» on the Portfolio Another way to protect a portfolio is to use options, such as protectPortfolio Another way to protect a portfolio is to use options, such as protectportfolio is to use options, such as protective puts.

Therefore, universal life insurance policies have greater upside potential when the insurer's portfolio does well, as the cash value can grow at a higher rate.

As your asset portfolio grows, your insurance company or agent may suggest an umbrella policy for better protection.

• The Government has consulted stakeholders and will bring forward measures to implement Economic Action Plan 2013 initiatives to tie portfolio insurance to the use of CMHC securitization vehicles and prohibit the use of government - backed insured mortgages as collateral in securitization vehicles that are not sponsored by CMHC.

As many of Lincoln's products are not available in New York, the company has a portfolio of life insurance products that are specifically available in that state.

The NAIC Capital Markets Bureau studied the insurance industry's portfolio mix across the five general insurance company types (life, property / casualty, fraternal, health and title) as of year - end 2010, year - end 2008 and year - end 2005.

Through a cash value life insurance policy you can get guaranteed returns or take greater risk, such as investing the cash value in an index or actively managed portfolio.

Variable life insurance can serve as a safety net for your family members, while also building your investment portfolio.

As a property owner, you must be resourceful and find ways to pay for damage that is not paid for by your insurance portfolio.

For people with complex estate plans, or who have maxed out certain tax - advantaged accounts, whole life insurance may be a good option as part of a larger diversified portfolio.