Sentences with phrase «corporate bond portfolio for»

Imagine for a moment that you are managing a large corporate bond portfolio for a major institution.

Canso Investment Counsel Ltd. is a specialty manager of Canadian corporate bond portfolios for some of Canada's most sophisticated investors.

Not exact matches

Preferred shares can be an excellent substitute for corporate bonds in taxable portfolios, as explained in my earlier publication Why Invest in Preferred Shares?

Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio, and the Vanguard Short - Term Corporate Bond ETF topped $ 400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.

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.

A portfolio of five - year notes (20 %), long - term government bonds (35 %), long - term corporate bonds (30 %) and one - month t - bills (15 %) returned 2.7 % a year for this 32 year period.

For people looking for ways to boost the income of a portfolio, that has often meant casting a wider net than the traditional core holdings of U.S. Treasuries and investment grade corporate bonFor people looking for ways to boost the income of a portfolio, that has often meant casting a wider net than the traditional core holdings of U.S. Treasuries and investment grade corporate bonfor ways to boost the income of a portfolio, that has often meant casting a wider net than the traditional core holdings of U.S. Treasuries and investment grade corporate bonds.

A CORE HOLDING FOR ANY PORTFOLIO This Fund seeks high current income and some long - term capital appreciation by investing primarily in Canadian federal and provincial government and corporate bonds, debentures and short - term notes.

In a well - diversified investment portfolio, highly - rated corporate bonds of short - term, mid-term and long - term maturity (when the principal loan amount is scheduled for repayment) can help investors accumulate money for retirement, save for a college education for children, or to establish a cash reserve for emergencies, vacations or for other expenses.

The main benefit of investing through peer - to - peer lending platforms, as opposed to investing in traditional fixed income securities such as government bonds, corporate bonds, and bond funds, is that peer - to - peer loans have a low correlation with stocks and bonds, which make them a great diversifier for your investment portfolio.

Premium calculations and SACEVS portfolio allocations derive from quarterly average yields for 3 - month Constant Maturity U.S. Treasury bills (T - bills), 10 - year Constant Maturity U.S. Treasury notes (T - notes) and Moody's Seasoned Baa Corporate Bonds (Baa).

We sold into it, doing a massive up - in - credit trade that left the portfolio higher quality than it was prior to 9/11, and giving us room for the upset that would happen as Worldcom went down, and the corporate bond markets doing a double dip in late July and early October.

Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and I wrote for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc..

For instance, the RBC Target 2020 Corporate Bond ETF will replicate the performance of a portfolio of Canadian dollar - denominated investment grade corporate bonds that effectively matureCorporate Bond ETF will replicate the performance of a portfolio of Canadian dollar - denominated investment grade corporate bonds that effectively maturecorporate bonds that effectively mature in 2020.

A low fee, broad market exchange traded fund for the U.S. economy as a whole, a global ETF and a Canadian broad ETF equally weighted to reduce concentration in banks and energy, and a 5 to 10 year corporate bond ladder would add diversification with dividends from stocks and interest from bonds and produce a more secure portfolio.

In a well - diversified investment portfolio, highly - rated corporate bonds of short - term, mid-term and long - term maturity (when the principal loan amount is scheduled for repayment) can help investors accumulate money for retirement, save for a college education for children, or to establish a cash reserve for emergencies, vacations or for other expenses.

The strategies developed by the group help shape portfolio positioning for dedicated US Corporate Bond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond poCorporate Bond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolBond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond pPortfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond pocorporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolbond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolBond Plus, Core Bond, Long, and Intermediate Bond portfolBond, Long, and Intermediate Bond portfolBond portfoliosportfolios.

Canso's investment team is comprised of five portfolio managers and credit analysts, who have demonstrated a solid track record for corporate bond mandates.

For instance, I'm looking at some of the things and what Mitch just mentioned so, you are dealing with a portfolio of high yield corporate bonds, U.S. dollar emerging market bonds, intermediate corporate, small cap, as you said, an all - world ex small cap, developed market stocks, emerging market stocks, high dividend yield stocks, REITs, Vanguard's Total Stock Market Index is in there as well.

For advanced traders, corporate bonds comprise a key component of a diversified investment portfolio.

Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them.

Since you already have 80 % exposure to equities, chasing the yield of corporate bonds for a very small part of your portfolio seems unnecessary.

The same principle is true for Cincinnati Financial's bond portfolio, where no corporate exposure is higher than 0.7 % of the total bond portfolio.

Rising bond prices have produced nice returns for investors: at GBC, for example, the corporate bond portfolio is up about 10 per cent year to date.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

Back in 2003, after several years of correspondence, James Cramer invited David to write for the site, and write he does — on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, and more.

The two corporate bond ETFs might appeal to fixed - income investors who want a little more yield in exchange for credit and interest rate risk but personally, I prefer to take risk with the equity portion of the portfolio especially since corporate bonds are highly correlated with stocks.

SWENSEN: If you looked at — if you looked at Yale's bond portfolio 20 years ago, probably a market portfolio, market duration, it was all government bonds because I believed that there are better ways for Yale to take equity risk than to own corporate bonds.

With the recent disposal of a secured loan (for a 4.4 mio gain), 92 % of FBD's investment portfolio is now in deposits, government bonds & investment grade corporate bonds.

Rick Ferri / Portfolio Solutions Long - term Returns Forecast for 2015 Investment adviser and ETF guru Rick Ferri's 30 - year forecast for annual returns for 18 categories of assets, including domestic and foreign large - and small - cap stocks and government and corporate bonds.

Seeking a high level of income for investorsIncome - focused: The portfolio managers strive for a higher level of income than most bonds offer by investing in higher - yielding, lower rated corporate bonds.Focus on performance: The managers can invest across a range of industries and companies, and can adjust the fund's holdings to capitalize on market opportunities.Leading research: The fund's managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a diversified portfolio.

Mr. Rocco joined Lord Abbett as an associate portfolio manager and then transitioned to lead portfolio manager for our short duration and corporate bond strategies.

To build a portfolio that fits your needs for growth and income, you need to allocate across all four types — interest - rate risk (bonds); default or credit risk (corporate bonds); equity risk (stocks); and liquidity risk (private investments).

A portfolio of five - year notes (20 %), long - term government bonds (35 %), long - term corporate bonds (30 %) and one - month t - bills (15 %) returned 2.7 % a year for this 32 year period.

Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc..

On that day, the new corporate bond manager, with whom I would divide the portfolio (because it had gotten so big) was there for the first time.

For the sort of medium term horizon you mention, a balanced portfolio weighted more towards high grade corporate bonds but with at least 20 % stocks would be a safe bet.

Edit in response to comment: Corporate bond correlation with stocks is positive but generally not very strong (except for high - yield junk bonds) so while they don't offset stock volatility (negative correlation) they do help diversify a stock portfolio.

He was responsible for the management of all fixed income assets, created and managed SEC - registered mutual funds, and was the first portfolio manager for their high - yield corporate bond fund.

During his 38 - year investment career, he served as an investment officer for Southland Life Insurance Company, where he was a corporate bond portfolio manager and private placement analyst.

He currently serves as the lead portfolio manager for Long Duration strategies, specializing in corporate and government bonds.

If you recall from a snapshot of the initial Moderate Portfolio I originally signed up for that 33 % of my portfolio was in Corporate bonds with 6 % in Government sePortfolio I originally signed up for that 33 % of my portfolio was in Corporate bonds with 6 % in Government seportfolio was in Corporate bonds with 6 % in Government securities.

He worked for Russell Investments, as an analyst for the government and corporate bonds market and also replaced the portfolio manager when required.

LG Partners, LLC (City, ST) 2000 — 2002 Member & Co-Founder • Manage two leveraged funds: Bolton Capital and Pine Hill Asset Management • Invest primarily in equities, preferred stocks, high grade corporate and convertible bonds • Manage funds to maximize absolute total return ensuring exceptional returns for investors • Train junior portfolio managers in industry best practices and corporate policies and procedures