Sentences with phrase «characteristics of the asset class»

«It's one of the unique characteristics of the asset class,» says Tim Cayen, director of business development at Boston's Hancock Timber Resource Group.

In the fourth - quarter 2017 issue of Investment Strategy Quarterly, we take a look at global infrastructure, outline the defining characteristics of the asset class, and discuss why this might be a good time to consider initiating new positions in this asset class or adding to existing ones.

In light of this milestone event, it is worthwhile to review the evolution of the market as well as the characteristics of the asset class.

An allocation strategy seeks to use the characteristics of each asset class to help an investor reach his goal.

Beginning Investor Asset Classes Defined The unique characteristics of each asset class lower risk when combined in a portfolio.

In this regard, the diversification argument suffers from some flaws, as the variance - covariance characteristics of asset classes is dynamic over time, so a portfolio may very well be more volatile than would be expected from historical data.

Variants or subclasses refer to more granular characteristics of the asset class.

For better or worse, the securities you buy to represent each asset class should have roughly the same risk and reward characteristics of the asset class in general.

Not exact matches

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

The discipline of investing in this asset class requires some knowledge of specialization; e.g., rental houses have different economic characteristics and rents than industrial warehouses, storage units, office buildings, or lease - back transactions.

Determining the range of the corridors depends on the intrinsic characteristics of individual asset classes as different securities possess unique properties that influence the decision.

Investopedia defines an asset class as «a group of securities that exhibits similar characteristics, behaves similarly in the marketplace and is subject to the same laws and regulations.»

An Asset Class is a group of securities that exhibit similar characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations.

The dividend cash flow ends up being an important characteristic of the preferred asset class.

It offers a proxy for direct investment in institutional grade commercial property with its attractive yield based characteristics for the majority of the institutional and private investor universe which, until now, has not had a mechanism to benefit from the asset class.

Their simulation approach preserves most of the asset class time series characteristics, including stocks - bonds correlations.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

Their characteristics — the type of asset class they are and how their components react to the economic world — make them unique.

As always, however, we are not simply measuring obvious trends of the major indices (which may or may not continue), but internal strength across a variety of measures of breadth, leadership, industry behavior, asset classes, price / volume characteristics, and so forth.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

Because future asset class performance is unpredictable, it makes sense to invest in all of them that have favorable characteristics over the very long term.

The essence of our investment philosophy is that capital markets work in the long run; a portfolio's risk is defined by its allocation among asset classes; and that security selection is a matter of constructing portfolios with specific expected return / risk characteristics at the lowest cost.

As a matter of fact, each asset class has its own characteristics.

You and your family's particular tolerance of or aversion to investment risk drives your long - term asset allocation strategy and your exposure to asset classes with different expected risk and return characteristics.

In addition, the differential tax characteristics of various asset classes and the different treatment of taxable investment accounts versus tax - advantaged retirement investment accounts creates valuable opportunities to optimize your overall investment portfolio returns from an after - tax point - of - view.

The bond characteristics of preferred stock has, at least for the time being, become the «Mr. Hyde» of the asset class.

An investment in the fund could lose money over short, intermediate, or even long periods of time because the fund allocates its assets worldwide across different asset classes and investments with specific risk and return characteristics.

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

But because a variable annuity's investment options are a primary driver of potential growth and future income, understanding the characteristics of different asset classes and assembling a well - diversified portfolio can help strengthen a retirement plan.

An asset classAsset class A group of securities that have similar characteristics.

Even though all the assets in a dividend growth portfolio are in the single asset class stocks, we saw above how you can mitigate risk to your dividend stream by diversifying among a variety of economic sectors, industries, companies with different dividend characteristics, and the like.

Not only might their limited histories provide an incomplete picture of the full range of market conditions possible, but as an asset class gains popularity and attracts more money, over-investment can deteriorate its risk and reward characteristics.

Asset classes are used in the process of asset allocation to control the risk and return characteristics of a portfAsset classes are used in the process of asset allocation to control the risk and return characteristics of a portfasset allocation to control the risk and return characteristics of a portfolio.

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.

When an advisor optimizes at the asset class level, the result is a mix of asset classes that have shown efficient characteristics over some time frame.

Portfolio risk diversification High - yield bonds are often considered a separate asset class, involving different characteristics from those of other securities.

When gathering information to identify the risk and return characteristics of the many asset class indexes that belong in a diversified portfolio, the more quality long - term data you have, the more accurate and probable are your expectations about future outcomes.

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.

An asset class is a collection of assets that have shared characteristics.

«So far the characteristics of bitcoin have included very high volatility but also a very low level of correlation with other asset classes,» Bernstein said in a note to clients Monday.

ESMA concluded that «Due to the specific characteristics of cryptocurrencies as an asset class the market for financial instruments providing exposure to cryptocurrencies, such as CFDs, will be closely monitored.»

This ICO is aimed at maximizing the cryptocurrency market characteristics such as high volatility, availability to all classes of investors, diversification of assets and liquidity.

«What matters most is that student housing in general is and will remain a technically and fundamentally sound investment class due to its recession - resistant investment characteristics, strong Generation Z demographic trends and sustained institutional and cross-border investor demand,» says John Strockis, senior vice president of acquisitions with SmartStop Asset Management, an asset manager that manages student housing, seniors housing and self - storage properAsset Management, an asset manager that manages student housing, seniors housing and self - storage properasset manager that manages student housing, seniors housing and self - storage properties.

Yet, given the investment characteristics of real estate as an asset class, such quarterly measurement is often a mismatch.

Funds advised by Mr. Fasciano cover a wide variety of strategies and asset classes, with varying liquidity characteristics, including more typical asset classes such as publicly traded equities, as well as less typical asset classes such as loans, consumer receivables and renewable energy credits.

Asset Class: A category of investments that contain similar characteristics such as commercial office, retail shopping or industrial properties.