Dear Ramya, ULIPs do serve the purpose if your investment objective is better real rate of return in long - term (assuming
equity based portfolio is chosen in ULIP policy).
With drawdown for a substantially
equity based portfolio, you have a reasonable hope that inflation would cause asset appreciation, and consequent dividend increase.
Not exact matches
• Anju Software Inc, a
portfolio company of Providence
Equity Partners, acquired the assets of Sylogent, a Newtown, Penn. -
based provider of software and business services for the pharmaceutical industry.
So that means investors who use a target - date fund as the
basis of their 401 (k)
portfolio could end up with 5 percent or 10 percent of their 401 (k) holdings in private
equity.
• Xactly, a
portfolio company of Vista
Equity Partners, acquired Obero, a Canada -
based sales performance management company.
• ICP Construction, a
portfolio company of Audax Private
Equity, acquired Pli - Dek Systems, a Murrieta, Calif. -
based maker of speciality coatings for the building industry.
• On Location Experiences, a
portfolio company of RedBird Capital Partners, Bruin Sports Capital, and 32
Equity, acquired PrimeSport, a Atlanta -
based firm providing direct access to sports and entertainment events.
Singapore is firming as a significant source of capital for Perth -
based property players, as developers and private
equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment
portfolios.
I've got a 70 percent
equity / 30 percent fixed Income
portfolio and expect to earn 9.1 percent a year
based on historical averages.
• Citron Hygiene LP, a Birch Hill
Equity Partners
portfolio company, acquired Hygiene Solutions Inc, a Chicago -
based provider of washroom hygiene services.
• Superion, a
portfolio company of Vista
Equity Partners, acquired Public Safety Corporation, a Waldorf, M.D. -
based provider of false alarm tracking.
• Atria Wealth Solutions, a
portfolio company of Lee
Equity Partners, has agreed to buy Cadaret, Grant & Co, a Syracuse, N.Y. -
based broker - dealer.
I've got a 70 %
Equity / 30 % Fixed Income
portfolio and expect to earn 9.1 % a year
based on historical averages.
Previously, he worked at Kendall Investments, a Cambridge, Massachusetts -
based private
equity fund - of - funds, where he evaluated, analyzed and monitored private
equity portfolio investments.
The market was very much an all - ships - rose - with - the - tide - type market,» said David Stepherson, chief investment officer for Baltimore -
based Hardesty Capital Management, which saw its
equity returns rise 32 percent during 2013, while its total
portfolio increased 20 percent.
June 15, 2015:
Based on the latest research methodologies, the models in the Barra U.S. Total Market
Equity Model suite are designed to provide insight across the investment process, ranging from
portfolio construction and risk monitoring to trading.
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.
Prior to joining Leith Wheeler in 2011, Mike spent eight years as an investment partner, responsible for
equity investment analysis and
portfolio management at a Vancouver -
based investment management.
Overall, all of our
equity -
based globally diversified
portfolios returned between 9.9 % and 13 % (before the impact of fees) in 2016.
«Investment Advice and Individual Investor
Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, fi
Portfolio Performance»,
based on over 600,000 monthly
portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, fi
portfolio returns (encompassing individual
equities, funds, bonds and derivatives) for 16,053 investors, finds that:
SUMMARY Smart beta ETFs are
based on factor investing research Excess returns from smart beta ETFs are different from factor returns Investors need to be aware that smart beta ETFs offer little diversification for an
equity - centric
portfolio INTRODUCTION Blackrock, a provider of active and passive
The PowerShares S&P 500 Minimum Variance
Portfolio (BATS: SPMV) is one of the newest additions to the
equity -
based smart beta fray.
These are
based on estimates and assume a 3.0 % of annual inflation, a diversified
portfolio - 50 %
equities, 50 % income - and a life expectancy to at least age 90.
This involves leveraging a
portfolio of government bonds,
equities, and other assets
based on their historic volatilities and correlations.
My other business ventures include a leading Australian -
based retail apparel company, and an extensive private
equity portfolio ranging from crypto - finance to legal cannabis production.
Prior to joining SKAGEN he was
based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a
portfolio manager and a generalist global
equity research analyst.
Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index
based on price - to - book and price - to
equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a
portfolio's overall yield.
Overall
portfolio strategy
based on a 60 %
equity / 40 % fixed income allocation assuming an efficient tax allocation across accounts.
This is why at Validea we have designed
portfolios based on quantitative stock screening models that take the emotion out of investing and help us avoid buying or selling
equities at the worst possible times.
Bacchus Capital Management, LLC, a San Francisco -
based private
equity firm providing strategic capital in the wine industry, has announced the launch of BCM Wineworks, a sales and marketing company representing Sbragia Family Vineyards, DeLille Cellars and Madrigal Family Winery, three of Bacchus»
portfolio brands.
Retz Reeves is the international
equities portfolio manager at Islamorada Investment Management (IIM) and utilizes a value -
based approach.
Table 1: Selection, Design & Construction of HSV -
based Oncolytic Viruses Table 2: Selection, Design & Construction of Adenovirus - based Oncolytic Viruses Table 3: Selection, Design & Construction of Vaccinia Virus - based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus - based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
based Oncolytic Viruses Table 2: Selection, Design & Construction of Adenovirus -
based Oncolytic Viruses Table 3: Selection, Design & Construction of Vaccinia Virus - based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus - based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
based Oncolytic Viruses Table 3: Selection, Design & Construction of Vaccinia Virus -
based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus - based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus -
based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus -
based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus -
based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development
Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisi
Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology
Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private
Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisitions
United Kingdom About Blog As an online
equity -
based crowdfunding and co-investment platform, we match entrepreneurs, who have great ideas and potential, with investors who are looking to build strong investment
portfolios.
So here's one obvious conclusion: A retirement
portfolio based on these assumptions needed at least 60 % in
equities to keep supporting the retiree through 2014.
Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index
based on price - to - book and price - to
equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a
portfolio's overall yield.
The
Portfolio seeks long - term capital appreciation through investments in
equity securities of companies
based outside the United States.
Based on this criterion, the DFA US Core
Equity 1
Portfolio (I)(DFEOX) and DFA US Core
Equity 2
Portfolio (I)(DFQTX) were the best candidates for substitution.
For example, if you start with a 50:50
equity: debt allocation, and if you leave your
portfolio untouched for a year, it is possible that by the end of the year, the allocation could have changed to 60:40
based on the rate of appreciation of the funds.
Modern
Portfolio Theory suggests that an investor can construct an efficient frontier based portfolio by investing in more than one equity
Portfolio Theory suggests that an investor can construct an efficient frontier
based portfolio by investing in more than one equity
portfolio by investing in more than one
equity or fund.
However, as a percent of the total
portfolio, okay, as you move towards retirement and you come more out of
equities and maybe become more conservative and have more bonds, by default, you own less international on an absolute
basis.
Based on history, an all -
equity portfolio will likely experience a 12 - month decline of 50 %.
Essex manages growth
equity portfolios for institutional clients, high net worth clients, mutual funds and private partnerships
based on early identification of growth, wherever it exists.
The weights are
based on the total market capitalization of the stock markets in each region (rather than «GDP weighted») as of Oct. 2011, with an adjustment to force Canada to 20 % of the
equity portfolio.
If you are building a long - term «glide path,» your return will be
based on both the
equity and fixed income portions of your
portfolio.
Although Stephen Takacsy has amassed a strong
base of dividend - paying stocks in the Lester Canadian
Equity Fund, the
portfolio manager is finding torque in technology names.
The RealBeta ™ of the
portfolio was slightly lower than one because Alpholio ™ uses a broad -
based equity ETF, which includes mid - and small - cap stocks, as a proxy for the
equity market.
If you're building up the
equity side of your
portfolio entirely
based on individual stocks instead of funds, it's a good idea to try to spread your holdings fairly evenly among 30 or more individual stocks, so you're not unduly impacted if serious misfortune happens to particularly impact one or two individual holdings (such as what happened to Nortel in the 2000s).
My model
portfolios are all
based on a mix of 60 %
equity and 40 % bonds, which isn't appropriate for everyone.
For long - term investors, a traditional bond allocation (whether it's a ladder or a broad -
based ETF) will provide more protection when
equity markets take a tumble, and that's the most important role of fixed income in a
portfolio.
XTF has a couple of new Canadian
equity ETFs that use rules -
based methodologies to build diversified
portfolios of Canadian
equities.