Sentences with phrase «by combining asset»

Since different asset classes out - perform and underperform in different situations and under different economic conditions, by combining asset classes, this portfolio aims to provide both growth as well as stability.

Efficient portfolio diversification is achieved by combining asset classes that are not perfectly correlated or are, ideally, negatively correlated.

Efficient portfolio diversification is achieved by combining asset classes that are not perfectly correlated or are, ideally, negatively correlated.

Modern Portfolio Theory was developed in the 1950's with the belief that portfolio returns could be maximized for a given amount of investment risk by combining assets in a particular manner.

If one is looking to reduce stock market risk by combining assets that don't necessarily move in the same...

If one is looking to reduce stock market risk by combining assets that don't necessarily move in the same direction, the investments must have little - to - no relationship.

Not exact matches

Capt. Kathleen Atanasoff, a spokeswoman for AFCENT, cautioned that the numbers released by the command — which includes assets and actions under the Combined Forces Air Component Commander, or CFACC — don't reflect the «entirety of kinetic activity in OIR,» such as assets belonging to coalition partners or other U.S. components, like the Combined Joint Land Component Commander and Special Operations Joint Task Force.

New York - headquartered Elliott Management Corp was founded by U.S. billionaire Paul Singer and manages two funds with combined assets under management of about $ 35 billion.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same employer.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

This indicator combines data from three areas often dominated by a few banks: assets under custody, payments activities, and securities underwriting.

Yahoo's assets will be combined with AOL brands under a new subsidiary called Oath, headed by ex-AOL CEO Tim Armstrong.

Under the 2017 Plan, a change in control is defined to include (1) the acquisition by any person or company of more than 50 % of the combined voting power of our then outstanding stock, (2) a merger, consolidation, or similar transaction in which our stockholders immediately before the transaction do not own, directly or indirectly, more than 50 % of the combined voting power of the surviving entity (or the parent of the surviving entity), (3) a sale, lease, exclusive license, or other disposition of all or substantially all of our assets other than to an entity more than 50 % of the combined voting power of which is owned by our stockholders, and (4) an unapproved change in the majority of the board of directors.

Shares in the two listed companies are held predominantly by clients of Dixon Advisory, the $ 7.3 billion wealth manager that merged with Melbourne - based brokerage firm Evans and Partners to create Evans Dixon with a combined $ 18 billion of assets under management.

Shiller is right that perfect equilibrium microeconomics can not explain asset bubbles, but bubbles might be explained by combining three other classic postulates: the law of demand, opportunity costs and the subjective theory of value.

Single asset class investment pools, both index and actively managed, that can be combined by donors who want to recommend a more customized investment strategy.

With each passing month, the value the companies can generate from combining slowly diminishes as both continue to invest in building out their networks and retail footprints — with each often duplicating assets already owned by the other.

We are driven by a need to combine the economic, physical and networking assets in the West of Ireland to optimise the potential of Galway as a place to live and work.

Correlation risk: «The concept of diversification is the foundation of modern portfolio theory... The financial engineer... reduces the risk of a portfolio by combining anti-correlated assets... All modern portfolio theory does is transfer price risk into hidden short correlation risk... Many popular institutional investment strategies derive excess returns via implicit leveraged short correlation trades with hidden fragility... Correlation risk can be isolated and actively traded via options as source of excess returns.

By contrast, the combined assets of the five largest conservative foundations do not exceed $ 1.5 billion, and their annual expenditures barely reach $ 100 million.

With a combined 34 years of beer industry experience, PINTS is positioned to be a great asset to craft brewers seeking growth and distributors seeking to enhance their craft beer portfolio by offering assistance with due diligence, market research, sales training, contract negotiations, brand awareness, retail analysis and portfolio development.

When combined with their more than three dozen affiliates — the UAlbany foundation has a biosciences - related offshoot, for instance — foundations control nearly $ 3 billion in assets and bring in $ 378 million in annual revenue, according to a presentation by the university controller earlier this year.

As Paul Laikind, Ph.D., ViaCyte President and CEO, explained to FierceBiotech, «By combining the intellectual property and other assets of BetaLogics with ViaCyte, we will further strengthen our advanced program focused on insulin - dependent diabetes and solidify our leadership in the field.»

By combining BWH's unique assets with the world's most advanced resources and minds, we aim to give hope and empowerment to those confronting these devastating neurologic diseases and change outcomes for future generations.

The number of high - net - worth individuals (HNWIs) in the world increased by 9.2 percent in 2012 to 12 million people, with combined total assets of $ 46.2 trillion, according to a report by Capgemini, a management consultancy.

By combining ParPerfeito's strength in the Brazilian market with Match.com's presence in the rest of Latin America, we believe we're best positioned to drive that expansion and create an asset of meaningful value.

Today, the Gates Foundation has assets of $ 37.1 billion, combined with the approximately $ 30 billion given to the foundation by the Warren Buffet Foundation in 2006.

By combining their resources, Assets will be able to better provide educational opportunities and services to Hawaii students in need of a non-traditional educational environment.

«By combining our existing strategy with NEA's Priority Schools Campaign and its ability to leverage community resources, we're on a path to make our schools an asset to the community worth fighting for,» said Keith Gambill, President of the Evansville Teachers Association.

By combining various asset classes, an investor increases the odds of having a portion of his portfolio allocated to the «right» asset class at the «right» time.

In connection with the merger, Avigen would wind up all of its business activities, including satisfying all of its obligations by way of indebtedness, severance and related liabilities, while retaining all intellectual property assets for the combined companies.

That higher return has come with higher volatility, but by combining several different asset classes that are at least somewhat uncorrelated, or better yet negatively correlated, a higher return per unit of risk is possible.

It suggests that combining a stock portfolio that sits on the efficient frontier with a risk - free asset, the purchase of which is funded by borrowing, can actually increase returns beyond the efficient frontier.

The shares of the Spain Fund, Inc., a closed - end mutual fund investing in publicly traded Spanish securities, were bid up in price from approximately net asset value (NAV)-- the combined market value of the underlying investments divided by the number of shares outstanding — to more than twice that level.

Combine the predictability of the fixed option with the growth potential of the variable option by allocating part of your assets to each.

In an interview, Wealthsimple CEO and founder Michael Katchen revealed the firm's combined assets under management are $ 400 million, held by 10,000 clients

The barbell strategy attempts to get the best of both worlds by combining low - risk and high - risk assets and getting better risk - adjusted returns in the process.

Further, the Bekaert and Wang study attempted to devise ideal inflation hedging portfolios by combining various sets of assets, but they couldn't generate any portfolios that delivered a positive correlation with inflation.

This is a big deal because historically, while there have been programs that have enabled clients to combine personal assets across other accounts with the same provider Questrade's myFamily program crosses the threshold by linking individuals who just want to be linked together.

If you use just one firm, they can normally provide consolidated reports for combined amounts by asset class.

Their particular strength's in value - oriented asset - based investing, combined with deep industry knowledge & operations management, and supported by strong corporate M&A and Capital Markets experience.

They are formed by combining two or more options in the form of legs under which option contracts are bought and sold equally, but with different strike prices, sometimes different expiration dates and also different underlying assets.

By combining RetireReady One with an optional living benefit rider, Grady said clients can allocate a portion of their assets toward an income plan that can offer some certainty, regardless of what happens in the market.»

• Major source of retirement assets — Combined, individual retirement accounts (IRAs) and Keoghs (for the self - employed) account for a sizable portion of the assets held by Americans in tax - preferred retirement plans and are likely to become the single largest source of retirement income outside of Social Security benefits for private - sector workers.

Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same employer.

The combined capital is invested by a professional fund manager, in some cases being applied across a range of asset classes such as shares, bonds, property and infrastructure assets.

Markowitz showed that by combining risky assets that have less than perfect correlation, you can create a portfolio that has lower risk and a higher expected return than its individual components.

The solution may be to combine them for stronger and more consistent inflation protection and diversification through risk management provided by the mix of not only real asset categories but by the asset class mix, including bonds and commodity futures in addition to stocks.

your net assets exceed NZD $ 5 million or the combined turnover of entities controlled by you exceed NZD $ 5 million).