Sentences with phrase «certain asset classes into»

Geisert told conference attendees the mega plan space has adopted the white label concept, rolling different managers of certain asset classes into one vehicle offered to participants.

Not exact matches

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

This money may be matched dollar for dollar (to a certain amount) by your employer and invested into stocks, bonds, mutual funds, money market accounts, and other asset classes.