Sentences with phrase «by the portfolio components»

Not exact matches

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

As Benjamin Graham explained, «When changes in the market level have raised the common - stock component to, say, 55 % the balance would be restored by a sale of one - eleventh of the stock portfolio and the transfer of the proceeds to bonds.

These components are weighted on an annual basis by BlackRock's Portfolio Strategy Team depending upon their forward - looking view of the market environment, which in turn gives clients broader diversification for more growth opportunities.

Retail investors may be advised regarding portfolio construction or modification by Hymas Investment Management Inc. (HIMI), generally with particular emphasis on the preferred share component, if an allocation to this asset class is suitable.

The weighted average of the MERs charged by the component ETFs works out to about 21 basis points per year, which means the Sleepy Portfolio costs about $ 275 every year or about 75 cents a day — less than half the cost of a large double - double these days.

This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need.

Its strategy consists of four key components: 1) Priority identification — we respond to the crop biotechnology needs and priorities identified by developing countries; 2) Technology appraisal — we work to identify, evaluate, and facilitate the acquisition of new crop biotechnology applications; 3) Project implementation — we implement a portfolio of crop biotechnology projects that have a potential for near - term impact in food, feed, fiber crops, and forestry; and 4) Services for the enabling environment — we provide advice and services to assist in the development of an enabling environment to support the safe application of crop biotechnology.

By outsourcing so much of their components, many competent suppliers exist with a portfolio of almost everything you need.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

The portfolio is designed to automatically rebalance as your child's college start date nears to reduce risk by adding a larger fixed income component.

It uses data from the Health and Retirement Study to examine the differences in various components of aggregate wealth (including nonhousing equity, housing equity, financial assets, and risky assets) and to inspect differences in portfolio choices by race and ethnicity.

A portfolio manager who must purchase foreign securities with a heavy dividend component for an equity fund could hedge risk by entering into a currency swap.

Horizons ETFs makes no warranty, express or implied, as to the results to be obtained by any person or entity in connection with any use of the Model Portfolios and any data related thereto, or any components thereof, and is not liable for any action or decision made by you in reliance on this Website or the information contained therein.

The portfolio was simplified by adding VTI, VEA and VWO and the bond component was split between XSB and XRB.

This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need.

The firm developed its SRI portfolio by analyzing low - cost SRI funds available to 401 (k) plans, while searching for products that could replace components of its core strategy without disrupting the diversification or cost of the overall portfolio.

Wesley Gray studied stock - only portfolios to see how much of a rebalancing bonus was created by using stock components with lower correlation and higher volatility.

Each month, he forms three groups of eight equally weighted portfolios of industries ranked separately by: (1) beta based on rolling regressions of industry returns versus value - weighted market returns over the past 60 months; (2) value based on the latest available industry book - to - market ratios (value - weighted composites of component firm book - to - market ratios, updated annually); and, momentum based on lagged six - month industry returns.

This observed rebalancing effect also holds for the market portfolio; indexing to maintain it appropriately (e.g., the top 1,000 stocks ranked by market capitalization) will reduce its dividend - related return components, although not as significantly as it will for pure growth portfolios.

June 2006 by Wayne Thorp Dividend - paying stocks can provide a beneficial diversification component to aggressive, high - growth stock portfolios.

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.

Its superior recent results have come on the back of a strong showing by the bond component of its portfolio and exposure to dividend - paying equities.

Investors can add a second layer of risk management by including asset classes in their portfolios that fall outside (or represent tiny components of) traditional global equity and bond indexes.

Presented by: Som Seif, Chief Executive Officer, Purpose Investments In this webinar sponsored by Scotia iTRADE, and presented by Som Seif of Purpose Investments, attendees will learn how alternative investments are continuing to become a much more important component of an overall portfolio, not just for institutional investors, but also smaller private investors who are worried about the impact of... Read More»

Since all of the portfolios contain equal amounts invested in each component, you determine the amount to invest in each fund very simply — divide the amount you want to invest by the number of funds you intend to have in your portfolio.

The portfolios created by the service contain fairly large cash components compared to competitors, from 6 % up to as much as 29.4 %.

The portfolios favor the two - component Value slices HSWR50VT, followed by the four - component composite HSWR50CT, followed by the single S&P 500 component HSWR50GT.

Commentary and analysis include, but are not limited to, the allocation of a fund's portfolio securities and other investments among various asset classes, sectors, industries and countries, the characteristics of the stock components and other investments of a fund, the attribution of fund returns by asset class, sector, industry and country, and the volatility characteristics of a fund.

Whether the portfolio was invested in only the three stock funds, or was further diversified by including the bond component, there hasn't been any disadvantage to using Fidelity or Schwab index funds rather than Vanguard's.

COUNTRY: Switzerland AWARDED BY: Swiss Private Bank Pictet et Cie WHAT IT IS: The prize has two components — an award of $ 105,000, and «the Commission,» in which a nominated photographer travels to a region where the bank is supporting a sustainability project and creates a portfolio around that project AIM: To support photography, specifically environmentally conscious work ELIGIBILITY: Candidates must be nominated by a selected group of experts that changes with each cycle of the awarBY: Swiss Private Bank Pictet et Cie WHAT IT IS: The prize has two components — an award of $ 105,000, and «the Commission,» in which a nominated photographer travels to a region where the bank is supporting a sustainability project and creates a portfolio around that project AIM: To support photography, specifically environmentally conscious work ELIGIBILITY: Candidates must be nominated by a selected group of experts that changes with each cycle of the awarby a selected group of experts that changes with each cycle of the award.

a bank on the Dutch component of a $ 1.3 bn refinancing of a portfolio of wind farms in Italy and Germany operated by IP Maestrale, an Italian wind energy company

«Various Wellington teams are already positioning portfolios to take advantage of mining and blockchain implementations by, for example, investing in select chipmakers making components» for tracking and creating digital coins.»

There are two main components to preparing to apply for SES positions: 1) map your career goals and attain assignments that include all the Executive Core Qualifications required to apply and be certified by the Office of Personnel Management (OPM) for a SES position; and 2) draft your SES application portfolio, which would include a traditional executive level SES resume with ECQs and Technical Qualifications (TQs), a five - page SES resume (for agencies that only accept the five - page resume - based SES application), and an executive cover letter.

Long terms goals include financial independence by age 45 and while Real Estate is just a component of the bigger goal, for me, at this point, I would like to maximize my opportunities to buy and hold a few properties that can potentially become streams of passive income to supplement my larger portfolio down the road and have been working for about 4 - 5 years to put myself in a position to do that.

By aligning our integrated services with our clients» unique objectives, we better understand the financial impact as well as the repercussions of every option and decision on each component of our clients» portfolios.