Sentences with phrase «certain classes of assets»

Not exact matches

It also extends for 60 days the applicability dates of the Best Interest Contract Exemption and the Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs.

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.

2014.06.20 RBC Global Asset Management Inc. announces security holder approval of changes to certain RBC Funds and RBC Corporate Class Funds RBC Global Asset Management Inc. (RBC GAM) today announced that security holders have approved changes to the investment objectives...

Under the first of those agreements, we generally will be required to pay to the Continuing LLC Owners approximately 85 % of the applicable savings, if any, in income tax that we are deemed to realize (using the actual applicable U.S. federal income tax rate and an assumed combined state and local income tax rate) as a result of (1) certain tax attributes that are created as a result of the exchanges of their LLC Units for shares of our Class A common stock, (2) any existing tax attributes associated with their LLC Units the benefit of which is allocable to us as a result of the exchanges of their LLC Units for shares of our Class A common stock (including the portion of Desert Newco's existing tax basis in its assets that is allocable to the LLC Units that are exchanged), (3) tax benefits related to imputed interest and (4) payments under such TRA.

A Fed on hold and weaker dollar are good news for the asset class (see the chart below), and there are signs of progress on structural reforms in certain EM countries.

It may be somewhat useful to make comparisons to that period of time to see how certain interest rate sensitive asset classes such as junk bonds, REITs, dividend - paying stocks or bonds performed, but my guess is that particular environment doesn't do a great job of showing investors what a typical rising rate scenario would look like (assuming there is such a thing).

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..)

Remember, this doesn't mean active management doesn't work in certain asset classes — many active managers outperform regardless of their asset class.

If you are creating an investment portfolio then you should consider that certain types of investments (asset classes) have a better chance of beating inflation than others.

Unlike a traditional active asset manager, we do not make any adjustments to your portfolio based on opinions on the performance of certain asset classes.

There are lots of things we can do to minimize the risk of certain asset classes like stocks or bonds, but there will always be associated risk.

It seems to me (I don't know of any studies to back up my claim) that once a certain level of diversification is achieved, adding more asset classes is likely to fall prey to the law of diminishing returns.

A Fed on hold and weaker dollar are good news for the asset class (see the chart below), and there are signs of progress on structural reforms in certain EM countries.

Once a certain level of diversification is achieved, adding more asset classes may not give more benefits.

Paul speaks with Ken Roberts of Ken's Bulls and Bears about investing yesterday and today, understanding risk, fiduciary responsibility versus suitability of investment advisors, asset class diversification, retirement distributions and how to change your luck by taking certain actions.

Unlike static procyclical indexing strategies (which just go up and down with the market and always rebalance back to the same risk exposure) our countercyclical approach rebalances in such a way that we will actually reduce exposure to certain asset classes when the risk of permanent loss increases late in the market cycle.

I think most people don't really understand the correlations of certain asset classes and how they all work together.

An investment in a particular asset class is an investment in an asset that exhibits a certain set of characteristics.

Diversified portfolios can capture the gains available in different areas of the market and help protect savings from excessive losses due to poor performance from certain asset classes.

My point being that the following list is comprised of certain higher - yielding dividend paying stocks with low or reasonable levels of risk, as well as some candidates and asset classes that can carry higher levels of risk.

He presents some example situations where investors should hold different asset classes, and presents some asset allocations that might apply to certain groups of investors.

Maybe you want to take advantage of a perceived opportunity by overweighting or underweighting a certain asset class, industry sector, etc..

The Fund's Investment Manager (the «Manager») contractually caps certain direct expenses the Fund (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend and interest expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 8/31/2021 for Institutional Class at 1.00 %, 1.36 % for Class A and 2.11 % for Class C (each as a % of average net assets).

However, a certain percentage of these assets are not deemed to be investment grade (in the investment class of A or better), which in turn, can make the insurer ratings agencies a bit more leery about the company's overall financial strength in the event of a downward moving market.

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.

There is a significant body of research, however, that indicates certain asset classes — slices of the full market spectrum, or «factors» — have performed better than others.

Each share class represents an interest in the same assets of the Funds, has the same rights and is identical in all material respects except that (i) each class of shares may be subject to different (or no) sales loads, (ii) each class of shares may bear different (or no) distribution fees; (iii) each class of shares may have different shareholder features, such as minimum investment amounts; (iv) certain other class - specific expenses will be borne solely by the class to which such expenses are attributable, including transfer agent fees attributable to a specific class of shares, printing and postage expenses related to preparing and distributing materials to current shareholders of a specific class, registration fees paid by a specific class of shares, the expenses of administrative personnel and services required to support the shareholders of a specific class, litigation or other legal expenses relating to a class of shares, Trustees» fees or expenses paid as a result of issues relating to a specific class of shares and accounting fees and expenses relating to a specific class of shares and (v) each class has exclusive voting rights with respect to matters relating to its own distribution arrangements.

So in a nutshell, all portfolio optimization does is refine and quantify the risk and return characteristics of a certain mix of investment assets (or asset classes) over a past time frame.

So asset allocation says you always keep your allocation at a certain percentage (perhaps adjusting for age) and as one asset class over performs you will sell some of it to buy the under performing asset class to get back to your expected ratios.

Exclusionary offers a basket of companies that do not invest in a certain asset class, which is generally fossil fuels.

«With regulated futures of a certain asset class like a bitcoin, you do have an opportunity to introduce ETFs and over time we do envision ETFs coming to market.»

Within this environment, a vital component is student housing and in certain parts of the continent it is set to emerge as an attractive new asset class (similar to the UK and the US).