Sentences with phrase «average exposure to equities»

The company's higher - than - average exposure to equities and its high combined ratio make the company a mediocre choice for an investment hedge against rising interest rates.

Not exact matches

The resulting portfolio has a 30 % exposure to broad U.S. equities markets, including allocations of 10 % each to ETFs linked to dominant U.S. indices: the NASDAQ 100, the Dow Jones industrial average, and the MSCI USA high - quality index.

Meanwhile, the National Association of Active Investment Managers Exposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mExposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mexposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mid-2006.

The National Association of Active Investment Managers Exposure Index represents the average exposure to US equity markets by its Exposure Index represents the average exposure to US equity markets by its exposure to US equity markets by its members.

But if you are going to try to strategically manage your equity exposure, then watching how investors treat cash at any point in time might be a useful tactic (alongside monitoring dividend yields and the average market P / E).

For example, the real estate sector has returned on average 6 percent for every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growth.

For example the NAAIM reported that the 3 - week average equity exposure among its members increased to the highest level on record at that time.

Long - Short Equity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momEquity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momequity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momentum.

And while active and passive series generally have similar average equity glide paths, active series tended to have more diversified bond exposures at the sub-asset-class level than passive ones.

With no guarantees, reducing equity exposure any time the S&P 500 goes below its 200 - day moving average provides the opportunity to miss some of those drawdowns.

These investors have time on their side and to the extent the robo services have incorporated an IPS into their mix, there's little such clients need to do: if markets do sink a bit, they will be automatically dollar cost averaging their way into equity exposure as the weeks and months proceed into the Trump era.

: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.

In addition, risk - adjusted outcomes improve, even while, on average, maintaining a lower exposure to US equities, the dominant risk exposure in most investors» portfolios.

These endowments, on average, had allocations to private equity greater than 20 % while the VIAS model portfolios had no private equity exposure.