Sentences with phrase «equity portfolio for»

Do a STP (sell and invest) in equity portfolio for long term over next 12 to 24 months (check example portfolio below)

He currently manages a multi billion dollar all equity portfolio for a wholly owned subidiary of Buffett's conglomerate.

In general, I don't see them as safer than a broad equity portfolio for providing for a 30 - 40 year retirement.

This is a convenient and comfortable equity portfolio for many investors, as it focuses on stocks of familiar and successful U.S. companies.

Now, somebody who's 21 years old and you're having them dollar cost average into an all - equity portfolio for maybe 20 years, and they're putting money away for 40 years, that is the right thing to do and dollar - cost averaging.

TDFs should use all - equity portfolios for younger investors.

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.

They have managed emerging markets equity portfolios for Templeton for more than 20 years.

We have found that by carefully defining and measuring risk, we can have 100 % equity portfolios for moderate risk clients and 80 % equity portfolios for conservative clients — and still remain within their risk tolerance.

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.

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

• 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.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

As a result, more entrepreneurs and businesses have access to outside capital than ever before and for the first time, investors can efficiently build diversified portfolios of private equity and debt investments.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

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.

Is private equity right for your retirement portfolio?

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

Selling will also allow you to tap decades of built - up home equity, which can help you pay cash for a smaller residence, and you can put any leftover money into your investment portfolio.

There, he translated Yale chief investment officer David Swensen's book, Pioneering Portfolio Management, which Zhang credits for cementing his interest in private equity investment management, particularly for emerging markets.

You do not want to put your home at risk with a home equity loan nor do you want to run up high - interest credit card debt or dip into money in your retirement portfolio, which you'll need for your future.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

«You have to accept the thesis that technology is just going to disrupt everything,» says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

A few months ago, a fellow I recruited as CEO to two of my Benchmark portfolio companies told me he never appreciated the value of the Wealthfront Equity Plan until he joined a board where the board members were too cheap to do the right thing for their employees.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest returns on equity and returns on assets in our Peer Group.

Hence, the reason for investing in a broad portfolio with Tier 1 equity investors.

In an earlier post, «Where to Ride Out the Volatility,» I covered three investing strategies to consider today for the equity side of portfolios, opting for defensive sectors not included.

Industry players said the two firms together will boost KKR's portfolio and create a stronger brand, making it easier for the private equity giant to then offload them at a higher value.

Ratings for Consistent Return are computed for all Lipper classifications with five or more distinct portfolios and span both equity and fixed - income funds.

Fairview is the pioneer in developing next generation private equity manager portfolios for institutional investors.

Additionally, bonds typically generate regular income for investors, which can potentially help stabilize portfolios when equity markets decline.

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.

Mr. Marino joined the Firm in 2003 and is responsible for the day - to - day operations, compliance and financial reporting of the private equity funds as well as participating in the review, operational due diligence and closing of portfolio investments.

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

IXUS offers an extremely broad portfolio of international equities, tracking the same index that we use for our segment benchmark.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

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.

April 28, 2016: Private assets, including private equity and commercial real estate, constitute major components of the portfolios of many institutional investors, but risk management for these asset classes has not kept pace.