Sentences with phrase «equity portfolios with»

A division of Baird, Chautauqua Capital Management specializes in managing international and global equity portfolios with an average of 20 years» experience on the investment team.

He liquidated his equity portfolios with outside managers and invested the proceeds in municipal bonds to minimize the volatility.

Build a global equity portfolio with unhedged ETFs (which offer better diversification and tighter tracking error) and stick to your plan, even when it feels like it's not working.

An actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage.

That translates to receiving about 60 % of the returns of an all - equity portfolio with about 25 % of the volatility.

(See Chart 2) This hypothetical balanced 60/40 allocation enjoyed 86 % of the return of an all - equity portfolio with 39 % less risk during the same timeframe.

Value and Momentum combines the two factors and additionally can tactically hedge the equity portfolio with strict risk control methods that are completely systematic.

They observe that replacing a beta - one equity portfolio with a low - volatility portfolio reduces risk without decreasing the overall equity allocation: All the low - volatility portfolios» market betas are significantly below unity (about 0.7 for the US strategies and lower for the global developed and emerging markets).

The portfolio manager of the GARS Fund adopts a risk - based approach, which leads it to expect volatily to be lower than in a traditional global equity portfolio with similar long - term objectives.

We calculated the incremental return associated with replacing a portion of the equity portfolio with commodity futures as the portfolio return minus the all - equity return, and refer to it as the return difference.

To investigate the investment implications of this view, we examined a tactical strategy that supplants a portion of the equity portfolio with commodity futures during periods of Fed tightening, while no futures position is taken during periods of Fed easing.

«As we designed our latest ETF offering, we wanted to squarely address investors» desire to diversify their core equity portfolio with investment options that not only provide key benchmark exposure, but also align their international equity investments with their values,» says Martin Kremenstein, senior managing director and head of Exchange - Traded Funds at Nuveen.

For example, a single - factor smart beta product may be used as part of a completion strategy in order to lend more exposure to lower beta stocks to an equity portfolio with a higher risk profile,» explains Mellon Capital.

Not exact matches

Fill the bulk of your portfolio with a combination of high - rated bonds (weighted toward corporate, rather than government, debt) and high - quality, dividend - paying equities, and you likely won't take a hit.

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.

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.

Let's not forget investing and lending, where the bank's global equity portfolio «remains well diversified with over 900 different investments.»

«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.

Many experts, including Anil Tahiliani, a North American equities portfolio manager with McLean & Partners, expected single - digit returns at best.

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.

«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.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

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.

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.

changing demographic patterns, with aging investors shifting from speculative equities to balanced portfolios that emphasize dividend and income streams;

That's achievable, but it doesn't square with a portfolio that is light on equities.

There is a lot of competition with heavy hitters in the equities market and I've seen large institutions drag down a highly liquid stock with just one trade, causing others to dump because of the hit to their portfolios.

Bonds have never been a part of my portfolio given the historical lower yield when compared with equities.

Their model investor was a 40 - year - old with a medium risk tolerance and a target 60 % equity / 40 % fixed income portfolio.

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

I've also had the pleasure of working on a board of one of our portfolio companies with a private equity investor who is making a few minority investments.

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

Since he started buying real estate in Atlanta in 2012, his US real estate portfolio has grown to $ 960,000 USD in equity, $ 14,000 a month gross rents, with net positive cashflow of approximately $ 6,000 per month after mortgage, expenses, and taxes.

A high quality muni - bond portfolio can yield close to 4 % tax free, with inflation essentially not existent and equities at an all time high I'm curious if there is a flaw in my logic?

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.

With a powerful and experienced in - house accounting and finance team, Fairview is able to provide institutional investors with a range of innovative private equity portfolio management solutiWith a powerful and experienced in - house accounting and finance team, Fairview is able to provide institutional investors with a range of innovative private equity portfolio management solutiwith a range of innovative private equity portfolio management solutions.

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?

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.

Even with low interest rates, bonds and preferred shares also protect the portfolio during periods of higher equity volatility.

Blue Wolf Capital Partners LLC is a private equity firm that works with portfolio companies with a goal of enhancing value and keeping stakeholders» interests aligned.

Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine fund (NASDAQ: ACAS), where he created the American Capital Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative energy.

With various regulators attempting to reduce the pool of NPLs, we expect banks to pursue more loan portfolio sales to specialized recovery firms or experienced private equity funds.

We have a six - person internal Portfolio Review Committee (PRC) with representation from our Equity, Fixed Income and Portfolio Management teams.

Similar to the portfolio, methodology of insurance documented in equity markets, the contingent immunization provides executives with the innate ability to exchange underperforming fixed income assets with better performing ones while restricting their powers in cases where declines...

We work to create portfolios with consistent current cash flow, equity upside and strong downside protection for our investment partners.

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.

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?