Sentences with phrase «equity allocation method»
Our selection of this equity allocation method was primarily based on our stage of development, estimated time to liquidity, and capital structure, as well as our expectations for a possible IPO.
https://www.sec.gov/ Not exact matches
On the other hand, the positive and periodic dividends flowing from the DGI method allows you to maintain a higher equity allocation than a typical stock / non-stock index portfolio.
The statutory language itself — forcing districts to show that they have some resource allocation method, and that it does not penalize Title I schools — is clear, and should be acknowledged as a major step forward for equity.
The result was that the lump - sum method delivered higher returns about 66 % of the time compared with the 12 - month dollar - cost averaging method, regardless of whether an all - equities, all - bond, or 60 % equity / 40 % bond allocation was used (See Figure 1).
Juicy Excerpt # 17: Just substitute the lowest equity allocation you'd be comfortable with for his 30 % level, the highest one for his 90 % level, and the mid-point for his 60 %, then you will always have an allocation that's satisfactory for you, and it doesn't matter if the timing method fails to add value.
This method, available at the Research Affiliates Asset Allocation website, indicates a 10 - year real return for capitalization - weighted EM equities of 7.5 % a year — and was as high as 9.0 % a year in January!
2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»