Sentences with phrase «equity risk exposure»

As of May 31, 2011, the value of warrants with equity risk exposure is $ 5,239,569 for the Income Fund and included with Investments, at Fair Value on the Statement of Assets and Liabilities.

For the period ended May 31, 2011, the effect of warrants with equity risk exposure held of $ (125,221,529), $ 304,186, and $ (205,075) for the Fairholme Fund, the Income Fund, and the Allocation Fund, respectively, is included with Net Change in Unrealized Appreciation / Depreciation on Investments and Foreign Currency Related Transactions on the Statements of Operations.

As of May 31, 2011, the value of warrants with equity risk exposure is $ 4,618,387 for the Allocation Fund and included with Investments, at Fair Value on the Statement of Assets and Liabilities.

If we get a confirmed break out of this «compression range» we have been in, we will likely add some equity risk exposure to portfolios from a «trading» perspective.

Not exact matches

For traders looking for volatility - based protection, the strategists recommend going long the SGI US Equity Tail Risk Index, which hedges long equity expEquity Tail Risk Index, which hedges long equity expequity exposure.

The general consensus is that buying and holding stocks for the long term tends to work out, and that it makes sense to have higher risk exposures (think equities) in your younger years.

In short, it provides a broad, diversified exposure to help balance out equity risk.

Second, increasing credit exposure increases the risk of an entire portfolio due to the greater correlations between equity and credit.

It's important to weigh the pros and cons of investing in an EM equity fund that hedges currency risk, versus investing in one that offers currency exposure.

Jan 25, 2016: Since the 2008 financial crisis, institutional investors have sought new methods of managing risk and increasing returns while maintaining exposure to equities.

The risk oversight responsibilities of the Finance Committee include oversight of market, interest rate, liquidity and funding risks, as well as equity exposure and fixed income investments.

«For the most sophisticated investors and traders, inverse ETFs, put options or shorting individual stocks could be an appropriate strategy, while for the more conservative investor, positions in the defensive sectors could be a good choice, allowing overall exposure to equities while striving to limit potential downside risk,» he says.

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

The Fund is an ideal complement to bullion for investors interested in silver; exposure to both equities and bullion can provide better risk - adjusted returns over the long - term;

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.

The DeltaShares S&P 400 Managed Risk ETF offers dynamic exposure to US midcap equity, 5 - year Treasuries, and T - bills, with the goal of maintaining a given volatility level.

This poses a dilemma for investors: Accept lower returns or dial up risk by taking more equity, credit and interest rate exposure.

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

None of the factors consistently generated positive performance during recent market crashes However, almost any factor exposure would have increased the risk - return ratio of an equity - centric portfolio Low Volatility and Mean - Reversion would have been most beneficial, Momentum least INTRODUCTION A

That said, we're not advocating that investors abandon the benchmark - replicating approach.With bull market and economic expansion more mature, blending active management exposures — whether through actively - managed exchange traded funds (ETFs), multi-asset managers, traditional active equity managers or other sources — with benchmark - replicating vehicles will become increasingly important for meeting return objectives and controlling risk.

I have very much the same approach, but a) I am older, b) I am a bit more risk averse and, consequently, c) have less equity exposure.

I have devoted a large portion of my research to this effort, and I have found that it is quite possible to anticipate the onset of a recession and reduce equity exposure when the risk of recession is high.

«Many investors are looking for exposure to emerging markets, but do not have the risk appetite for emerging market equities or emerging market local - currency debt,» said Fijalkowski.

The Fund seeks to maximize total return by investing in a diversified, risk - balanced global market portfolio with exposure to global equities, sovereign debt, inflation - protected securities and commodities.

With simple, objective readings, investors can manage their equity exposure on the basis of both value and momentum according to their own individual risk profile.

Where we are concerned about volatility risks in global equity, we can focus exposure on stocks that exhibit the «quality» factor.

Meanwhile, assess your equity exposure, manage your risk and watch the technicals.

Using the same process — mapping to the portfolio with the most appropriate risk level — would suggest that equity exposure drop by around 10 percent for the 55 year old and another 10 percent for a 60 year old, as the chart below shows.

To many, fixed income is a diversifier to equity exposure, and a lot of that diversification benefit comes from the interest - rate risk that bonds have.

Harvey Norman is now at risk of losing its entire equity investment and some or all of its debt exposure if the receivers — Peter Anderson, William Harris and Matthew Caddy of McGrath Nicol — fail to find a buyer willing to pay a high enough price to repay National Australia Bank, which as secured creditor ranks ahead of Harvey Norman.

Mr. Speaker, we envision a Ghana beyond aid where within a generation, Ghana, through rapid and inclusive growth that respects gender equity, safeguards the environment and mitigates climate risk exposure, has attained upper middle - income status.

The Schroder Multi-Manager Diversity Range is made up of six funds, each specifically designed to achieve the right balance of potential returns and risk exposure through investing globally in equity, fixed income and hedge funds.

Although you should reduce your exposure to risk in retirement, you still need to be invested in equities.

Downside Management: they seek to limit exposure to downside risk by running a beta neutral portfolio (one with a target beta of 0.2 to minus 0.2 which implies a net equity exposure of 20 % to minus 20 %) designed to capitalize on arbitrage opportunities in the equity markets.

Investors who opt for this low - volatility approach maintain the long - term capital appreciation that investors look for in equities — while aiming to reduce risk exposures along the way.

Investors increase risk exposure for potential return, adding exposure to EM equities and other risky assets.

Therefore, it seems reasonable to keep a sizable exposure to equities even late into retirement, while minimizing the risk in early years.

For Canadian exposure, he suggests the BMO Low Volatility Canadian Equity ETF (ZLB), which holds 40 stocks deemed to have the lowest risk.

Furthermore, as most investors require fixed income exposure for income, liability management or to diversify the downside risk in their portfolios from equities, the asset allocation of the portfolio should be set with an eye to delivering a stable, absolute return over time.

We also notice that currency exposure contributes to only a modest portion of unhedged equity risk, suggesting it shouldn't be a principal concern when investing globally.

This ETF offers exposure to dividend - paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio.

Second, increasing credit exposure increases the risk of an entire portfolio due to the greater correlations between equity and credit.

In short, it provides a broad, diversified exposure to help balance out equity risk.

FIAs are the right product at the right time for many pre-retirees and retirees because at least they provide some equity exposure with no downside risk.

Beyond this, you must also consider their sector representation (some of the Canadian equity ETFs, for instance, have large financial sector exposure) as well as whether a CAD currency hedge (aimed at removing their foreign currency risk) is something for you or not.

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

Meanwhile, using the S&P 500 as a hedge covers broad equity risk while leaving some of our currency exposure unhedged, which is intentional.

Hedging foreign exchange risk resulting from global equity exposure is entirely reasonable when foreign currencies appear expensive and likely to take a nosedive versus the Canadian dollar.

However, the fund does do a decent job of removing some of the worst securities from the index and it may be a decent choice for those looking for greater exposure to small cap growth equities with lower levels of risk.

For the unhedged fund, currency exposure is typically unhedged however currency derivatives may be used with equity index futures in managing cash flows or to manage active currency positions relative to the benchmark for risk management purposes.