Sentences with phrase «as asset class categories»

Financial advisors view investment vehicles as asset class categories that are used for diversification purposes.

Not exact matches

Managed futures have variously been defined as an eclectic mix of investment strategies, a hedge fund category, and a separate asset class.

We think it is essential to go in and be selective within the category and not to just buy into the broad asset class as a whole.

This will show you if your funds are outperforming the market, as compared to a similar asset class / category.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

Asset Allocation means how should you divide your money between various asset categories or classes such as equity, bonds, real estate, gold and Asset Allocation means how should you divide your money between various asset categories or classes such as equity, bonds, real estate, gold and asset categories or classes such as equity, bonds, real estate, gold and cash.

For one, the category should no longer be viewed solely as a monolithic asset class.

Managed futures have variously been defined as an eclectic mix of investment strategies, a hedge fund category, and a separate asset class.

Asset classes such as value stocks and real estate investment trusts were largely ignored by the financial press at the time, despite their historically low valuations, and many mutual funds in those categories lost assets.

ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.

Valuations are as important in the performance of factors and smart beta strategies as they are in the performance of stocks, bonds, sectors, regions, asset classes, or any other investment - related category.

As with the traditional asset classes, none of the alternative categories escaped a negative return on the year:

Asset Class: A category of investments that contain similar characteristics such as commercial office, retail shopping or industrial properties.