Sentences with phrase «diversified asset base»

And part of that balance is having a diversified asset base.

The firm has grown to manage a diversified asset base that includes retail, hedge fund, sub-advisory and institutional accounts.

Over a year which has seen large banks halt funding for fossil fuel projects, major institutions divest from oil, gas and coal holdings, and oil companies snap up power and renewables companies in a bid to diversify their asset base, research published today by the UK Sustainable Investment and Finance Association (UKSIF) and the Climate Change Collaboration suggests nervousness over climate risk has shot up in financial circles.

«It's important to do your own homework, but they'll be able to help you better diversify your assets based on the level of risk you're comfortable with and what kind of return you're expecting.»

We provide an exit strategy for owners of veterinary hospitals who are looking to reduce the headaches of business and diversify their asset base while continuing to practice or who are seeking to transition their practice as they consider retirement.

Not exact matches

The belief that venture capital performance has been poor, and a desire to diversify internationally, have prompted many institutional investors to move their money out of the asset class, leaving «fewer and fewer venture funds with less and less to invest,» says Steve Hurwitz, a Boston - based lawyer and co-founder of an annual venture capital conference in Quebec City.

Then, in 2010, GrowthWorks merged with Halifax - based Seamark Asset Management, a diversified fund manager.

Sometimes known as «set it and forget it» investments, these diversified funds automatically adjust their asset allocation and risk exposure based on your age and retirement horizon.

Successful diversified Perth - based miner Straits Resources Ltd is planning to spin - off 40 per cent of its major asset into a new, initially energy - based clone in Singapore later this year.

RP: We invested to own 20 % of the best TV franchise in the country, believing it would diversify Torstar's asset base and increase strategic options.

Wells Fargo & Company (NYSE: WFC) is a diversified, community - based financial services company with $ 1.9 trillion in assets.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

They are based on the concept of effectively diversifying portfolios within the asset classes, with variations based on an investor's personal investment profile.

Wells Fargo & Company (WFC) is a diversified, community - based financial services company with $ 1.9 trillion in assets.

About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a diversified, community - based financial services company with $ 1.9 trillion in assets.

Investment portfolios are often diversified based on asset allocation: For example, owning stocks and bonds.

Lacking 20/20 foresight into the future, the next best option is to cover all your bases by diversifying into multiple asset classes.

Instead, they allocate assets based upon long - term historical data delineating probable asset class risks and returns, diversify widely within and across asset classes, and maintain allocations long - term through periodic rebalancing of asset classes.

Granted, XTR's asset mix is not subject to the whims of a fund manager and her worthless forecasts: it's based on a series of quantitative screens «designed to identify and optimally diversify portfolio exposure» within prescribed limits.

We're often talking about a difference of 10 or 20 basis points a year on one asset class in a diversified portfolio.

Fidelity Asset Manager funds are diversified single - fund strategies that can help make it easy to maintain a portfolio based on risk tolerance.

While their investment recommendations vary to some degree, many of them use algorithms based on Modern portfolio theory (MPT) to aid in choosing diversified investments and asset allocation based on your risk tolerance.

However, we believe a strategy of creating a well - diversified portfolio with an optimal asset allocation based upon your goals, time horizon and risk tolerance will help ease the anxiety over investing at all times.

What we aim to do is create a low - cost, balanced and globally diversified portfolio and then gradually shift asset mix and geographic weightings based on our longer - term economic forecasts and changes in broad fundamentals such as corporate profitability.

But the lion's share of the portfolio (85 to 90 %) is allocated to a diversified risk - based asset mix for the long term, which BMO defines as three years and beyond.

Risk parity strategies seek to limit overall portfolio volatility or risk, by diversifying the risk allocation, whereas traditional portfolios diversify based on asset allocation.

The principle of a diversified portfolio is based upon the Nobel Prize winning ideas of Markowitz who concluded that because different assets respond differently to market conditions, it is possible to design a portfolio in which you would be less exposed to market downturns.

Stephanie Genkin, a New York - based certified financial planner, recommended risk - averse investors maintain an asset allocation that allows them to diversify.

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

The investor base as a whole diversified, and all of the asset classes are subject to their greed and fear.

Modern portfolio research favors a diversified asset allocation with international stock index funds, USA stock index fund, and broad based bond allocation (although probably wouldn't put new money in bonds now with interest rates so low).

Although the degree of diversification varies according to the type of asset used (ETFs allow for much more diversification), most are based on creating diversified portfolios by optimizing the distribution of assets.

Rather than picking stocks and bonds on your own to create a diversified portfolio, you select a single fund designed to have the right combination of assets based on when you plan to retire — your «target date.»

It diversifies the stock - based investments across a broad range of asset classes that historically have rewarded investors with higher returns than the broader market (small cap stocks and value stocks).

Form a prudent asset allocation based on this philosophy: Asset allocation is how a portfolio is diversified among asset claasset allocation based on this philosophy: Asset allocation is how a portfolio is diversified among asset claAsset allocation is how a portfolio is diversified among asset claasset classes.

Activision Blizzard said it expects to make around 70 per cent of its revenues from owned IP - based franchises, meaning it has «the most diversified and broadest portfolio of interactive entertainment assets in its industry».

Since 1987, the team has grown its asset base from less than $ 400 million located primarily in just one small region of Canada to an internationally diversified company with assets of over $ 10 billion.

Ensured that individual plans were well diversified, with assets allocated based on each member's goals and future objectives.

On an asset class basis, positive returns were only seen in diversified and specialty REITs, while health care, industrial / office, mortgage - backed, residential, retail and self - storage were all down from 2 % to 8 %.