Sentences with phrase «decreasing exposure to equities»

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

Not exact matches

This is interesting as more and more private equity firms have increased their scrutiny of public & private companies they invest in or might invest in to decrease their exposure to areas that could bring controversy.

Decrease your RESP's exposure to equities Losing 20 to 30 per cent of your savings when your child is in Grade 8, 9 or 10 can put a serious dent in your plans.

Doing so maintains her $ 560,000 exposure to equities and decreases her investment in bonds to $ 140,000.

Do you have a macro view that governs when to increase / decrease your equity exposure?

The model calculates the realized portfolio volatility (annualized daily volatility) based on daily total returns, and then either increases or decreases the equity exposure of the portfolio to maintain the target risk level.

As a result of this decreased net market exposure, Montaka carries significantly less market risk compared to many of its typical equity fund peers.

The adviser buys and sells securities and derivatives to increase or decrease the Fund's exposure to the equity market.

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateEquity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateequity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

With the passage of tenure, the funds are slowly allocated to debt fund by decreasing the equity exposure.

The Automatic Asset Allocation plan helps to decrease the policyholders» exposure to equity and increase the exposure to debt as time goes on.

Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

Automatic Asset Rebuilding Strategy: This features manages the equity exposure of your fund automatically starting with high exposure to equity in the initial years of policy term and gradually decreasing it over the years and diverting funds to low risk funds towards the end of policy term.

Automatic Asset Rebalancing Strategy: This ensures that your funds have high equity exposure during initial years of investment gradually decreasing over the years to low - risk funds towards the end of policy term

The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.