Sentences with phrase «based international equity»

If you want to take a more hands - off approach, you are better off with a broad - based international equity fund that provides exposure across several countries.

Not exact matches

• HarbourVest Partners, a Boston, Mass. - based private equity investment firm, is seeking $ 2.5 billion for its fifth co-investment fund, according to Private Equity Internatequity investment firm, is seeking $ 2.5 billion for its fifth co-investment fund, according to Private Equity InternatEquity International.

• TELUS International, which is backed by Baring Private Equity Asia, acquired Xavient Digital, a Simi Valley, Calif. - based provider of digital IT solutions and software services.

• Pacific Equity Partners is in «exclusive talks» to acquire Academic Colleges Group, a New Zealand - based provider of academic education services to international students, according to Reuters.

This recommendation surprised me, but based on my risk tolerance Vanguard recommended I be 100 % invested in equities at my current age and put more money into international stocks.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

«There is strong international interest — US - centric — in Australian - based hedge equity managers, particularly market neutral,» Mr Horton said.

Industry net new cash flow data provided by Investment Company Institute © based on the approximately 4,600 US - domiciled equity (domestic and international) mutual funds reported on an aggregate level to the Investment Company Institute ©.

Written by NCEO founder Corey Rosen, this issue brief discusses as of mid-2016 the extent and growth of employee ownership; survey data on ESOPs and corporate governance as well as ESOPs and executive compensation; research on the effect of ESOPs on corporate performance; the 2012 shared capitalism study of Great Place to Work applicants; data on employee ownership and employee financial well - being; the NCEO's analysis of data on ESOPs and default rates; trends in broad - based equity compensation plans; equity compensation and corporate performance; the impact of ESOPs and other broad - based plans on unemployment; legislative and regulatory issues for employee ownership; and international developments in broad - based plans.

Fehr then conducted an analysis to assess which of seven asset classes — international equities, U.S. equities, Canadian equities, bonds, currencies, commodities or cash — are receiving the most positive cash flows on a global basis.

He joined IIFL in July 2007 as President — Institutional Equities and International operations, based out of Singapore and moved back to Mumbai in July 2012 as Head of Research and assumed the role of Group CFO in January 2016.

The biggest player in the segment is BigBasket, which said in March it raised $ 150 million (Rs 1,000 crore) from investors including the UAE - based private equity investor Abraaj Group and International Finance Corporation.

«They're all guys that have engaged in high - profile marquee international acquisitions,» said Forsyth Barr Asia's Bill Bowler, an equity - sales trader based in Hong Kong.

Across most international equity categories, a weak dollar provided a small boost for dollar - based investors.

In early 2014, three private equity firms — Advent International, Asian - based CDIB Capital, and Mirae Asset Private Equity — embarked in a majority investment in the company to join existing stakeholders, the Sassoon fequity firms — Advent International, Asian - based CDIB Capital, and Mirae Asset Private Equity — embarked in a majority investment in the company to join existing stakeholders, the Sassoon fEquity — embarked in a majority investment in the company to join existing stakeholders, the Sassoon family.

In 2008, Cohen was invited to become an equity partner in the Los Angeles office of Venable LLP., a DC - based, 600 - attorney international law firm, where he co-chaired the firm's West Coast white collar / criminal defense practice.

Retz Reeves is the international equities portfolio manager at Islamorada Investment Management (IIM) and utilizes a value - based approach.

They wrote a script for a podcast that clearly cited their research and presented original proposals for steps an international aid organization and the South African government could take to advance equity, based on their knowledge of how change happens.

The basis for this positioning was our view that international equities stood to benefit from a longer runway for economic growth, stronger corporate earnings, and lower valuations relative to the U.S. market.

Signals for each ETF are based on an index (SPY for US equities and EFA for international equities), while we use the individual ETF signals for commodities and REITs.

However, as a percent of the total portfolio, okay, as you move towards retirement and you come more out of equities and maybe become more conservative and have more bonds, by default, you own less international on an absolute basis.

We asked them to pick the top Canadian equity, U.S. equity, international equity and fixed income ETFs listed on the Toronto Stock Exchange, based on a few broad criteria.

Based on his risk tolerance and goals, Thomas is aiming for an asset allocation of 60 % stocks and 40 % bonds, with the equity holdings more or less evenly split among Canadian, U.S. and international.

These new passive ETFs include fixed income and equity solutions designed to help investors capture the performance of broad - based Canadian fixed income and Canadian, U.S. and international markets.

As of October 1, 2014, the investment advisory fee paid to Charles Schwab for the Laudus Mondrian International Equity Fund (LIEQX) was dropped by 10 basis points to 0.75 %.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

Dan is an equity research analyst and portfolio manager on Wellington Management's International Small Cap Portfolio Management Team and is based in Wellington Management's Tokyo office.

Neither the Green Century MSCI International Index Fund nor the Green Century Equity Fund (each a «Fund» and together the «Funds») is sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to a Fund or any index on which a Fund is based.

The Global and International Equities team is made up of a centralized team of portfolio managers and global sector specialists in London, dedicated to global growth equities, who draw upon work of more than 70 locally based research analysts in 11 coEquities team is made up of a centralized team of portfolio managers and global sector specialists in London, dedicated to global growth equities, who draw upon work of more than 70 locally based research analysts in 11 coequities, who draw upon work of more than 70 locally based research analysts in 11 countries.

Neither the Green Century Equity Fund nor the Green Century MSCI International Index Fund (each a «Fund» and together the «Funds») is sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to a Fund or any index on which a Fund is based.

He suggests the couple should switch to a lower - cost portfolio that is largely based on ETFs with an asset mix of 40 % bonds, 20 % Canadian equities, 20 % U.S. equities and 20 % international equities.

Based on your requests, we've added the ability to customize both the US / International split and age 65 Equity / Fixed - Income proportions in the Glide Path Asset Allocations.

The Age - Based Aggressive Global investment option allocates the entire account balance among one domestic equity fund and two international equity funds until your beneficiary reaches age 7.

Annual Disclosure Notice Brokerage and Investment Advisory Services Cash Management Awards Points Program Rules Consolidated Report Disclosure Electronic Funds Transfer Services and Cash Management Program Debit Card IRA Clients — Notice of Approval International Disclosures Margin Account Facts and Disclosures Options Level Descriptions for Accounts at Baird Private Investment Management (Commission - Based Pricing) Disclosure Routing of Equity Orders Safety of Client Assets Schedule of Fees and Services Charges

AADR can serve as an alpha - seeking complement to a broad - based market cap weighted position, such as a fund that tracks the MSCI EAFE Index, as well as a standalone investment solution for international equity exposure.

The diversified portfolio is based on a 5 % allocation to cash, 25 % allocation to investment grade bonds, 5 % allocation to municipal bonds, 20 % allocation to S&P 500 Index, 10 % allocation to small caps, 5 % allocation to commodities, 15 % allocation to international equities, 5 % allocation to emerging markets, 5 % allocation to REITs, and a 5 % allocation to alternatives.

The Diversified Portfolio is based on a 5 % allocation to Alternatives, 5 % allocation to High Yield Bonds, 30 % allocation to Investment Grade Bonds, 5 % allocation to Municipal Bonds, 20 % allocation to the S&P 500 Index, 10 % allocation to Small Caps, 5 % allocation to International Small Cap, 10 % allocation to International Equity, 5 % allocation to Emerging Markets, and a 5 % allocation to REITs.

As gold is seen as safe heaven against fluctuating economy and equities market, every trader or investor wants to have exposure in this yellow metal but they do not want to trade in international market where investment required is huge and also base currency is USD.

AQR Global (AQGNX) and International Equity Funds (AQINX) have reduced their expense ratios by 10 and 5 basis points, respectively.

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity.

The one gaping hole in the Canadian market is a broad - based, low - cost international equity ETF that does not use currency hedging.

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities.

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity.

And these days some international equity funds are yielding close to 4 %, which would be reduced by 60 basis points.

While we continue to favor developed international and emerging - market equities over US equities on both a relative and absolute basis, US equities remain moderately attractive.

The LibertyQ Global Equity Index, LibertyQ Global Dividend Index, LibertyQ Emerging Markets Index and LibertyQ International Equity Hedged Index are owned and calculated by MSCI and are based on the MSCI ACWI Index, the MSCI ACWI ex REITs Index, the MSCI Emerging Markets Index, and the MSCI EAFE Index, respectively, and aim to reflect the performance of a Franklin Templeton strategy.

Less than 15 % of International Equity General and Australian Bonds funds and less than 30 % of Australian Equity General and Australian Equity A-REIT funds managed to outperform their respective benchmarks on an absolute basis.

In fact, his previous ventures, Industrial Equity Ltd. and Brierley International (which still exists as GuocoLeisure (GLL: NZ), and presents an interesting asset based company trading on a 37 % discount).

However, based on current valuations (using the Shiller CAPE ratio as of May), expected returns on U.S. stocks are now only about 6.1 %, while those for international equities are 7.9 %.

The International Equity Fund (HISIX) seeks long - term capital appreciation through investments in equity securities of companies based outside the United SEquity Fund (HISIX) seeks long - term capital appreciation through investments in equity securities of companies based outside the United Sequity securities of companies based outside the United States.