Sentences with phrase «changes to a portfolio occur»

# 2 The major changes to a portfolio occur when commodities and REITs are added to it because these asset classes have low correlations to core equity asset classes.

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»).

The hypothetical portfolios would then be rebalanced for each year of the study period — 1997 to 2014 — to reflect changes that would have occurred over the space of those years as new high - scoring companies were identified and added as a result of the yearly CHAA process.

Rebalance your portfolio as necessary and partner with you to revise your plan when important changes in your life occur.

The weakness of infrequent calendar rebalancing is that it can leave you exposed to big changes in your portfolio — occurring over short periods of time — when markets are volatile.

You don't have to spend your valuable time keeping track of every change that occurs; your portfolio guide will alert you of any changes by email or text message, explaining the reasons for his choices.

Significant changes, such as selling out completely of an ETF position within the existing ladder, or significantly restructuring the ladder, will occur infrequently — though active portfolio management includes the responsibility to act on significant opportunities when interest rates move dramatically.

Your savings plan — and your portfolio's asset mix — will need to change when these events occur.

This occurs when the fund manager drifts off course from the fund's stated investment goals and strategy in such a way that the composition of the fund's portfolio changes significantly from its original goals; for example, it may shift from being a fund that invests in large - cap stocks that pay above - average dividends to being a fund mainly invested in small - cap stocks that offer little or no dividends at all.

Fluctuations and changes of distributions may occur due to purchase and sales of underlying securities to meet purchase and sales of units of the portfolio.

On April 23, 2015, the fund's board terminated ICAP's contract because of «certain portfolio management changes expected to occur within the sub-adviser.»

In the realm of litigation, the utilisation of patent analytics enables patent practitioners to conduct better pre-litigation and litigation analyses and achieve better outcomes by uncovering critical insights across patent portfolios containing large aggregates of data, including: identifying strengths and weaknesses subject to exploitation; pinpointing changes that occurred during prosecution; and invalidating asserted patents by uncovering difficult to find, but highly relevant, prior art references having alternative terminology with patent thesauri.

Industry experts expect the changes to help landlords» portfolios withstand the major shifts occurring in the way Americans shop and spend their free time.