Sentences with phrase «equity asset class exposures»

Not exact matches

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Still, the authors suggest that, as an asset class, U.S. investors should fully hedge their exposure to international developed - market equities.

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

The methodology aims to achieve the optimal combination of these three asset classes in order to maximize equity exposure, limit volatility and hedge downside risk.

Times are changing, and it would be prudent to shift exposure from the S&P 500 and other traditional asset classes to natural resource equities.

My argument here is that the ability to broadly diversify equity exposure in a cost - effective manner reduces the excess return that equities need to offer in order to be competitive with safer asset classes.

Similarly, in real markets, many of the active funds that invest in equities — for example, hedge funds — are able to significantly vary their net exposures to equities as an asset class.

Publicly traded property stocks provide exposure to real estate, an illiquid asset class, without sacrificing the liquidity benefits of listed equities.

Increased availability and popularity of vehicles that allow for cheap, convenient, well - diversified market exposure increases the pool of money inclined to bid on equities as an asset class — not only during the good times, but also when buying opportunities arise.

We believe investors should consider a broader diversification approach than a traditional bond / equity mix, including adding factor exposures and asset classes such as private credit and real estate.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

Although the DRS is now offered upon other asset classes like small cap equity, foreign developed, and emerging markets, the flagship offering has always utilized U.S. large cap ETFs for its equity exposure.

The Novus Platform is the only system that can offer true aggregation across equity, hedge fund, private equity, venture capital and real asset allocations at a multi-asset class, multi-level basis on both exposures and performance.

They offer cheap access to systematic risk exposures, such as the various U.S. and international equity asset classes as well fixed - income investments.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Another thing that I wonder about recently is to increase my exposure to the international equity asset class.

«Currency exposure adds a hidden asset class that is generally not correlated with the equity markets,» he says.

It gains exposure to asset classes by investing in more than 100 futures contracts, futures - related instruments, forwards and swaps, including, but not limited to, equity index futures and equity swaps; bond futures and swaps; interest rate futures and swaps; commodity futures, forwards and swaps; currencies and currency futures and forwards, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments.

Passive Funds, i.e. Index Funds and ETFs are such instruments which gives investor exposure to Equity as an asset class.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

(TheStreet.com: Jul 29, 2013) TheStreet.com features ProShares Liquid Private Equity ETF (PEX) as one of a few exchange traded products that provide exposure to private equity, an asset class that until recently has been difficult for retail investors to gain acceEquity ETF (PEX) as one of a few exchange traded products that provide exposure to private equity, an asset class that until recently has been difficult for retail investors to gain acceequity, an asset class that until recently has been difficult for retail investors to gain access to.

We continue to have a broad asset allocation model, with exposure to asset classes that include U.S., European, and emerging market equities.

They allow you to gain exposure to a variety of asset classes like bonds, equities, and real estate.

When you invest in an Index Fund which gives you exposure to around 80 % to 90 % of the market, you need not to worry about further diversification within equity as an asset class.

Over time, small - cap stocks have provided exposure to a segment of the equity market that has offered faster growth, good risk - adjusted returns, and relatively low correlation with larger - cap stocks and other asset classes.

ETFs offer investors a sophisticated tool to efficiently gain exposure to broad market segments, encompassing a wide range of asset classes, equity market capitalizations, styles and sectors.

Publicly traded property stocks provide exposure to real estate, an illiquid asset class, without sacrificing the liquidity benefits of listed equities.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

I didn't mention it before, but the main reason I limited my TFG holding (aside from residual equity's inherent leverage as an asset class) was because of my existing LIV exposure to CLOs.

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.

Through CMBS, off - shore investors are able to achieve broad exposure to a wide assortment of sponsors, asset classes and geographic regions that are more senior to, and more conservative than, the corresponding equity.