Sentences with phrase «equity portfolios as»

Some people now retired like my father have the luxury of a defined benefit pension which just about covers their basic expenses, so they can hang on to their equity portfolios as a «top up» and not need to buy bonds at all.

Traditional high - yielding stocks may not play proper defense in equity portfolios as interest rates rise.

My reason for converting to an all - equity portfolio was the hope that our readers would understand that we were not recommending an all - equity portfolio as the ultimate personal asset allocation for all investors.

We view each equity portfolio as an exclusive collection of quality companies.

Not exact matches

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.

Equities as an asset class are not hugely in favour right now, with Goldman Sachs downgrading them to Neutral in May and advising investors to overweight cash in their portfolios.

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.

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

... Consequently, our equity portfolio did not perform nearly as well as did the S & P 500.»

BlackRock and Neuberger Berman Group are among firms that California Public Employees» Retirement System, the largest U.S. pension fund, might look to partner with as it seeks help to manage its $ 40 billion private equity portfolio, people familiar with the matter said last month.

Portfolio politics — Investing - Almost three times as many Republicans plan to invest more in equities (28 percent) than Democrats (10 percent).

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.

Pension funds» portfolio rebalancing can be achieved by selling equities as well as buying bonds.

«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.

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

All told, losses in Berkshire Hathaway's equity holdings could reach nearly $ 7 billion, which on a portfolio of $ 128 billion as of March 31, works out to a loss of about 5.4 %.

Private - equity acquisitions of retailers have become increasingly rare, as the investment firms worry about increasing headwinds facing the industry and their portfolio companies struggle with the debt burden left behind from leveraged buyouts.

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.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

Once you dig into your fund's prospectus to learn about the holdings, you should see a mix of U.S. and non-U.S. equities, as well as a combination of different bond portfolios.

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

Bonds have historically had little correlation to equities except in market crisis situations, so creating a portfolio of both equities and bonds makes a whole lot of sense as a long - term investor.

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.

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.

Its other backers include the mutual fund giant Fidelity and the big private equity investor TPG, as well as prominent venture capital firm Andreessen Horowitz, which has invested more money in Zenefits than in any other startup in its portfolio.

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)

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.

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.

As history has shown repeatedly, equities tend to recover their valuations over time, so allocating a portfolio accordingly may make sense to help prevent being burned by a hot hand.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.

As clients near retirement after a nine - year bull run, looking to rebalance an equity - heavy portfolio could be stymied by...

As a commodity, gold is diversifying to a portfolio, because it offers lower correlation to the equity market, and is a better inflation hedge.

This is why I urge everybody to build income producing assets, acquire rental property, start your own website, take advantage of real estate crowdsourcing investments, build a dividend equity portfolio and hold on to these assets for as long as possible.

Oh, and you need to have most of your portfolio in equities, such as stock mutual funds and stock exchange traded funds.

Mr. Chai, a CFA charterholder, joined Fidelity in 1997 as an equity research analyst, and he has managed multiple technology - related sector and industry portfolios since 2003.

My dividend income portfolio mainly consist of dividend equity and bond ETFs such as DVY, VYM, MUB, TLT, and IEF.

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.

Specifically, longer - duration bonds are reasserting their role as an effective ballast to equity risk and can be especially helpful in equity - centric portfolios.

He then joined Lepercq de Neuflize & Co. as Chief Investment Officer and Portfolio Manager of International Equities.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

Templeton gave the company a strong portfolio of international equity funds as well as the expertise of emerging markets guru Dr. Mark Mobius, who, during his distinguished career, spent more than 40 years working in emerging markets all over the world.

We still see a role for credit in bond portfolios but, overall, prefer to take economic risk in equities, as reflected in our recent downgrade of U.S. credit.

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.

He also serves as a senior portfolio manager for a number of the group's passive equity portfolios.

Indeed, according to Graham Elton, partner with Bain & Company and head of European private equity at the firm, many now go so far as to maintain full - blown «shadow portfolios» of companies they like, drawing up detailed business plans long before they ever come up for sale so they are ready to pounce.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

One of the key benefits of equity crowdfunding is the ability to raise from both traditional venture investors, such as angels, VCs, and family offices, along with investors from the crowd (i.e. regular people looking to diversify their portfolios with startup investments).

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.