Sentences with phrase «bond assets under»

Be wary of traditional bond or CLO / CDO managers (who often tout themselves as alternative), or any type of bond assets under management.

Today, we're one of the largest municipal bond fund managers in the nation1, and have more than $ 71 billion in municipal bond assets under management.2

Municipal bond assets under management figure includes U.S. retail municipal bond fund assets and separately managed accounts.

Not exact matches

Under its current asset - buying and lending tool, the BOJ limits the duration of government bonds it buys to three years because it wants to push down the cost of borrowing for companies, many of whom work in three - year investment cycles.

Under current law, the assets in the Social Security trust fund are invested in Treasury bonds, notes and bills.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

One assumes that «AUM» means «assets under management» and is a shorthand for the asset managers, mutual funds, etc. who offer daily liquidity to bond investors.

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

High - yield bonds are in the eighth year of an investment cycle that has seen assets under management grow threefold, to $ 300 billion, so interest among investors remains high.

The CEO of the bond giant PIMCO, which has $ 1.3 trillion in assets under management, quoted Fed Chairman Ben Bernanke when saying, «We are living in unusually uncertain times.»

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

The new - issue bond market is expanding (Shin (2013)-RRB- and assets under the management of investment funds that promise daily liquidity are growing rapidly - as suggested by the increasing presence of exchange - traded funds in corporate bond markets in recent years (see also Box 2).

The big topic here is that if Treasuries are doomed to fall, we can expect weaker bonds to be put under increasing stress, leading to events that coukd serve as a catalyst for defaults and repricing in the broader asset class.

Filed under: ETFs, Income Investing, Wealth Management Tags: agg, asset allocation, BOND, bond etfs, bonds, fixed - income, Interest Rates, rising rates, risk management, treasury yiBOND, bond etfs, bonds, fixed - income, Interest Rates, rising rates, risk management, treasury yibond etfs, bonds, fixed - income, Interest Rates, rising rates, risk management, treasury yields

If you are younger, say under the age of 35, then you can probably withstand a little more risk in your portfolio and will invest more in stocks and other assets rather than bonds.

The largest Sovereign ETF is the iShares JP Morgan USD Emerging Markets Bond ETF (EMB) with $ 11.34 B in assets under management and an expense ratio of 0.40 % with a trailing 12 month loss of -1.36 %.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Learn how most investors are dangerously under - exposed to bonds and how the asset class can help reach your goals.

«Last month, LCD, a unit within S&P Global Market Intelligence, said that assets under management in loan funds had grown to more than $ 156 billion, up from around $ 110 billion two years ago... The big, potentially market - destabilizing problem hidden in bond funds has to do with liquidity.

Also being launched today is a fully hedged, U.S. dollar version of BlueBay Global Convertible Bond Fund (Canada), which was launched in November 2012 and has grown to over $ 1.2 billion in assets under management.

«A significant contributor to our positive inflows was the BlueBay Global Convertible Bond Fund, which hit the milestone of more than $ 1 billion in assets under management during the month of July.»

As risky assets like equities and high yield bonds have come under pressure, gold has rallied roughly 4 % (source: Bloomberg).

A well - diversified portfolio, by definition, includes assets that are exposed to various risks and behave differently under certain conditions: at the most basic level, you hold bonds because they often rise in value when stocks plummet.

Experiment with the ASSET MIX and TIME FRAME sliders under the chart to vary the blend of stocks, bonds and cash over different time periods.

Investment Grade Corporate and all other type of bonds are ranked based on their aggregate assets under management (AUM) for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective bonds.

Under normal market conditions, the fund will invest not less than 80 % of its total assets in bonds.

The global investment firm is one of the world's largest by assets under management, and is known for its bond funds, among other things.

This additional protection is provided under a surety bond issued by the Customer Asset Protection Company (CAPCO), a licensed Vermont insurer with an A + financial strength rating from Standard and Poor's.

The under - lying asset for these bonds is Gold.

Customers with a lower risk tolerance are advised to hold a certain percentage of their portfolio in cash since investment in interest - bearing assets (e.g. bonds) is not allowed under Islamic law.

This fund launch provides UK investors access to the proven strategy offered globally through the US - registered and Luxembourg - registered Franklin Flexible Alpha Bond Funds, which collectively have assets under management of USD900 million.

Today there are over 300 bond ETFs in the U.S. with more than $ 500 billion in total asset under management (AUM), offering entry into almost every sector of the bond market (source: BlackRock and Bloomberg, as of 6/30/2017).

Under this discretionary service, assets of participating clients will be invested by HSBC Private Wealth Services (Canada) Inc. or its delegated portfolio manager in securities, including but not limited to, stocks, bonds, pooled funds, mutual funds and derivatives.

Under this discretionary service, assets of participating clients will be invested by HPWS or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds and derivatives.

Moreover, foreign holdings of all types of US bond investments as a percentage of total foreign holdings of US assets rest just under 50 %.

Under Section 3, complete the table with details on the stocks and bonds you included as an asset.

In 2017, IndexIQ rolled out the complementary IQ S&P High Yield Low Volatility Bond ETF (HYLV), which currently has nearly $ 90 million in assets under management.

Assets under management for Franklin grew from just over US$ 2 billion in 1982 to more than US$ 40 billion in 1989 (the crash of 1987 had little impact on Franklin's income and bond funds).

This risk is higher in funds with low Assets Under Management, Small cap funds and the non-government bond funds.

As of May 25, 2012, the largest three ETFs within this ETFs portfolio were bond funds, which made up nearly 32 % of all assets under management.

The following were the three largest short - term bond ETFs measured by assets under management (AUM), as of April 25, 2016.

Claymore's # 1 and # 2 ETFs by assets under management are the Claymore 1 - 5 Year Laddered Corporate Bond ETF (TSX: CBO) and the Claymore 1 - 5 Year Laddered Government Bond ETF (TSX: CLF).

«Last month, LCD, a unit within S&P Global Market Intelligence, said that assets under management in loan funds had grown to more than $ 156 billion, up from around $ 110 billion two years ago... The big, potentially market - destabilizing problem hidden in bond funds has to do with liquidity.

Under the current SPV Structure, the issuer's primary assets must be a mortgage bond purchased from a depository institution.

Filed Under: Investing, Personal Finance Tagged With: asset management, finance, Municipal Bonds, Personal Finance, personal finances, portfolio management, taxation in the united states, Wealth Management

The fund invests, under normal circumstances, at least 80 % of its net assets (plus any borrowings for investment purposes) in corporate bonds, and in derivatives and other instruments that have economic characteristics similar to such securities.

Those that get in early would benefit from that if bond assets grow under the management of Bill Gross.

Under normal market conditions, the Fund invests at least 80 % of its net assets in «bonds.»

Filed Under: Investing Tagged With: Asset Allocation, Bonds, Cash management, Consumers Credit Union, High interest savings accounts, I - Bonds