Sentences with phrase «core equity portfolio»

In November 2012, IFA changed the allocations and the historical returns for its socially responsible portfolios to reflect the introduction of the DFA International Social Core Equity Portfolio (DSCLX).

«As we designed our latest ETF offering, we wanted to squarely address investors» desire to diversify their core equity portfolio with investment options that not only provide key benchmark exposure, but also align their international equity investments with their values,» says Martin Kremenstein, senior managing director and head of Exchange - Traded Funds at Nuveen.

In determining an appropriate core equity portfolio, investors need to consider their measure of risk.

Our clients are primarily institutions who use us as a hedge to their core equity portfolio.

The investment objective of the International Core Equity Portfolio is to achieve long - term capital appreciation.

As a result, the International Core Equity Portfolio may lose money and there may be a delay in recovering the loaned securities.

The International Core Equity Portfolio could also lose money if it does not recover the securities and / or the value of the collateral falls, including the value of investments made with cash collateral.

Virginia529 will reallocate approximately half of the funds currently invested in the Aberdeen Emerging Market Equity Fund to the DFA Emerging Markets Core Equity Portfolio.

The DFA International Core Equity Portfolio (I)(DFIEX) and DFA International Large Cap Growth Portfolio (DILRX) had the highest correlations with the ETF.

In his role as a core equity portfolio manager, Kevin is responsible for final buy and sell decisions, portfolio construction and risk and cash management.

In his role as a core equity portfolio manager, he is responsible for the final buy and sell decisions, portfolio construction and risk and cash management, as well as participating in the research process and strategy discussions.

He is a member of the MFS Global Equity Management Team and is a portfolio manager of the firm's large - cap core equity portfolios.

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

For investors with a long - term investment horizon seeking capital appreciation in excess of stock market returns, the Towle Deep Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.

Not exact matches

The strategic portion of the portfolio is approximately 60 % of the total portfolio and is designed to hold core equity and fixed income investments.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

NWQ's core product is its fiduciary fund, which invests across a portfolio of Australian cash, fixed income and equities managers.

Find out which four index mutual funds are among the best U.S. equities index mutual funds for core holdings in your investment portfolio.

2016.11.16 RBC Global Asset Management Inc. announces sub-advisor changes to five U.S. equity funds RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core Equity Poequity funds RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core Equity PoEquity Pool,...

RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core Equity Pool,...

He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated Equity (since 2012) and portfolio manager of the MFS Meridian Core European Equity (since 2008).

He also serves as a member of the portfolio management team of MFS» US core equity strategies.

Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large - Cap Core and Growth equity strategies.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

The SPDR Portfolio ETFs cover a range of core portfolio exposures, such as fixed income, domestic stocks, emerging market stocks and international Portfolio ETFs cover a range of core portfolio exposures, such as fixed income, domestic stocks, emerging market stocks and international portfolio exposures, such as fixed income, domestic stocks, emerging market stocks and international equities.

And when you're looking at equities or bonds, these obviously make up for most people the vast majority of their investment portfolio or at least the core of the investment portfolio.

Hartford Core Equity Fund tends to focus on quality, large - cap U.S companies that can be an excellent foundation on which to build a strong portfolio.

These days, we most frequently position the DRS as a core equity position — one with large cap characteristics, downside protection, and a significant weighting in a portfolio.

Based on this criterion, the DFA US Core Equity 1 Portfolio (I)(DFEOX) and DFA US Core Equity 2 Portfolio (I)(DFQTX) were the best candidates for substitution.

Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager, is a Portfolio Manager for the Hartford Core Equity Fund, Hartford Small Cap Growth Fund, and Hartford Small Company Fund.

An actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage.

While it is true that the DRS can perform many different roles within a portfolio, we tend to position the DRS first and foremost as a core equity solution.

As expected, the reference portfolio predominantly consisted of large - cap, dividend - paying equity ETFs: the ProShares Large Cap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPS).

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERportfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio Series F (MER 0.95 %).

The investor should hold a portfolio of no more than six core asset classes, namely domestic equities, emerging market equities, international equities, government fixed income, corporate bonds and real estate.

From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of small - and mid-cap U.S. stocks.

# 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.

In future blog posts, we will explore the different roles the DRS can perform within a portfolio, including as a core equity position, across multiple asset classes, as an alternative, or as a fixed income surrogate.

They assign these portfolios to a framework that translates diversification, fundamental weighting and factor investing into core equity exposure and style investing (see the figure below).

As a result, the U.S. Core Equity 1 Portfolio may lose money and there may be a delay in recovering the loaned securities.

I like to use equity ETFs based on broad indices as the core building blocks of client portfolios.

Assets that are hybrid between equity and debt tend not to offer much diversification to a balanced core portfolio, so junk bonds, convertible bonds, and preferred stock do not offer much of a diversification advantage.

But last month BlackRock announced a significant change to its iShares Core MSCI EAFE IMI Index ETF, ticker symbol XEF, which makes up the international equity component of my Global Couch Potato portfolio.

Vista Investment Management employs a Core Equity investment strategy for its portfolio, primarily using ETFs.

Find out which four index mutual funds are among the best U.S. equities index mutual funds for core holdings in your investment portfolio.

He serves as a portfolio manager on the firm's core equity team.

Our Balanced, Growth & Aggressive ETF portfolios saw the greatest return due to their larger weightings in the iShares Core MSCI EAFE IMI ETF (XEF), which consists of international equities.

A well diversified international equities fund is a very good «core» holding in your portfolio and will serve you well for years to come.

Once you've filled out your allocation to core stock funds, continue on to the more aggressive portion of your equity portfolio.