Sentences with phrase «asset class characteristics»

Not exact matches

«It's one of the unique characteristics of the asset class,» says Tim Cayen, director of business development at Boston's Hancock Timber Resource Group.

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

The discipline of investing in this asset class requires some knowledge of specialization; e.g., rental houses have different economic characteristics and rents than industrial warehouses, storage units, office buildings, or lease - back transactions.

These guys might find that their hedges don't work in the way that they planned or, at worst, give the portfolio return characteristics that mimic equity funds and other asset classes.

There were some studies going around that said holding volatility as an asset class alongside a diversified portfolio could improve the portfolio's risk characteristics.

Determining the range of the corridors depends on the intrinsic characteristics of individual asset classes as different securities possess unique properties that influence the decision.

Each asset class has its own risk and return characteristics.

In the fourth - quarter 2017 issue of Investment Strategy Quarterly, we take a look at global infrastructure, outline the defining characteristics of the asset class, and discuss why this might be a good time to consider initiating new positions in this asset class or adding to existing ones.

Investopedia defines an asset class as «a group of securities that exhibits similar characteristics, behaves similarly in the marketplace and is subject to the same laws and regulations.»

An Asset Class is a group of securities that exhibit similar characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations.

The dividend cash flow ends up being an important characteristic of the preferred asset class.

It offers a proxy for direct investment in institutional grade commercial property with its attractive yield based characteristics for the majority of the institutional and private investor universe which, until now, has not had a mechanism to benefit from the asset class.

In light of this milestone event, it is worthwhile to review the evolution of the market as well as the characteristics of the asset class.

Are anomaly premiums (expected winners minus losers among assets within a class, based on some asset characteristic) more or less predictable than broad market returns?

Their simulation approach preserves most of the asset class time series characteristics, including stocks - bonds correlations.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

An allocation strategy seeks to use the characteristics of each asset class to help an investor reach his goal.

Beginning Investor Asset Classes Defined The unique characteristics of each asset class lower risk when combined in a portfAsset Classes Defined The unique characteristics of each asset class lower risk when combined in a portfasset class lower risk when combined in a portfolio.

Their characteristics — the type of asset class they are and how their components react to the economic world — make them unique.

Different asset classes have different characteristics and react differently to changes in the market.

As always, however, we are not simply measuring obvious trends of the major indices (which may or may not continue), but internal strength across a variety of measures of breadth, leadership, industry behavior, asset classes, price / volume characteristics, and so forth.

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.

It does not matter about the asset class portfolio you use, each one is expected to reflect different risk and return investment characteristics, and will perform differently in any given market environment.

Because managed futures strategies require someone to make the trading decisions, they are in no way passive strategies — indeed, it's a bit misleading to describe them as an asset class, since each individual strategy has its own risk and return characteristics.

You're more likely to see rebalancing increase returns with asset classes that don't move in lockstep but have similar risk and return characteristics.

Because future asset class performance is unpredictable, it makes sense to invest in all of them that have favorable characteristics over the very long term.

The essence of our investment philosophy is that capital markets work in the long run; a portfolio's risk is defined by its allocation among asset classes; and that security selection is a matter of constructing portfolios with specific expected return / risk characteristics at the lowest cost.

As a matter of fact, each asset class has its own characteristics.

In this regard, the diversification argument suffers from some flaws, as the variance - covariance characteristics of asset classes is dynamic over time, so a portfolio may very well be more volatile than would be expected from historical data.

You and your family's particular tolerance of or aversion to investment risk drives your long - term asset allocation strategy and your exposure to asset classes with different expected risk and return characteristics.

In addition, the differential tax characteristics of various asset classes and the different treatment of taxable investment accounts versus tax - advantaged retirement investment accounts creates valuable opportunities to optimize your overall investment portfolio returns from an after - tax point - of - view.

The bond characteristics of preferred stock has, at least for the time being, become the «Mr. Hyde» of the asset class.

Style boxes can help show one portfolio's characteristics relative to other investments in the same asset class.

An investment in the fund could lose money over short, intermediate, or even long periods of time because the fund allocates its assets worldwide across different asset classes and investments with specific risk and return characteristics.

ETFs are very similar to mutual funds but the two asset classes can be differentiated by several significant characteristics.

Unlike Infrastructure, there is enough data to demonstrate with statistical significance that Global Real Estate is a separate asset class with its own independent risk and return characteristics.

An investment in a particular asset class is an investment in an asset that exhibits a certain set of characteristics.

Each asset class is expected to reflect different risk and return investment characteristics, and performs differently in any given market environment.

But because a variable annuity's investment options are a primary driver of potential growth and future income, understanding the characteristics of different asset classes and assembling a well - diversified portfolio can help strengthen a retirement plan.

An asset classAsset class A group of securities that have similar characteristics.

Combining equities and fixed income investments within a portfolio helps to smooth out its returns because these asset classes have different risk and return characteristics.

Variants or subclasses refer to more granular characteristics of the asset class.

Even though all the assets in a dividend growth portfolio are in the single asset class stocks, we saw above how you can mitigate risk to your dividend stream by diversifying among a variety of economic sectors, industries, companies with different dividend characteristics, and the like.

For better or worse, the securities you buy to represent each asset class should have roughly the same risk and reward characteristics of the asset class in general.

Not only might their limited histories provide an incomplete picture of the full range of market conditions possible, but as an asset class gains popularity and attracts more money, over-investment can deteriorate its risk and reward characteristics.

Asset classes are used in the process of asset allocation to control the risk and return characteristics of a portfAsset classes are used in the process of asset allocation to control the risk and return characteristics of a portfasset allocation to control the risk and return characteristics of a portfolio.

This online portfolio backtesting tool allows you to construct a portfolio based on the selected asset class allocation to analyze and backtest portfolio returns, risk characteristics (Sharpe ratio, Sortino ratio), standard deviation, annual returns and rolling returns.

So in a nutshell, all portfolio optimization does is refine and quantify the risk and return characteristics of a certain mix of investment assets (or asset classes) over a past time frame.