Sentences with phrase «exposure to equities using»

Not exact matches

Glassman uses Dimensional Funds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposures.

In the equity market, while investors used proxies such as utilities, transportation and energy sector exposure to express views, there are now ETFs that focus exclusively on this opportunity, specifically those that capture the infrastructure value chain.

Investors have used various approaches to identify their exposure to the value factor in the equity markets.

We have two equity strategies: the North American dividend growth strategy, which can potentially invest in any company that trades in North America, and the global tactical ETF [exchange - traded fund] strategy, which uses a combination of exchange - traded funds to provide exposure around the globe.

I want to invest, but I use my 401k and brokerage account for my equity exposure.

It pursues this objective by investing principally in equity securities of non-U.S. issuers and using hedging strategies to vary the exposure of the Fund to general market fluctuations.

Currently, we're invested in currency - hedged ETFs as a way to hedge some of our emerging market exposure, and we've used them in the past as a way to hedge our European equity exposure from a falling euro.

Specifically, a recent analysis by Graham Secker, MS & Co.'s European equity strategist, found that recent disappointments in European corporate profits are a function of at least three important factors that may be reversing: idiosyncratic issues related to heavily skewed index exposure to financials and commodity - linked industries; weak operating profit leverage linked to declining emerging market sales; and less aggressive use of buybacks, tax optimization and non-operating cost reductions versus U.S. peers.

The smart way to use the Rule of 20 is to gradually increase equity exposure as the Rule of 20 P / E declines towards 15, manage exposure as it rises towards 20, and to aggressively reduce equities as it rises towards 22, being completely out of stocks beyond 22.

Gross exposure is calculated by adding the percentage of the Fund's equity invested in short sales to the percentage of its equity used for long positions.

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.

So before I can get the two - fund portfolio I can want, I can use three ETFs, VTI, VEU / CWI, and BND, to build a passive portfolio that gives me the broadest exposure to both the equity and fixed income markets.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

Since traditional measures of valuation are broadly overvalued, analysts who are recommending additional equity exposure tend to use P / E ratios based on future estimates for operating earnings.

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.

Hence, some stocks need to be sold to reduce the exposure to equities and bring it back to 75 percent, and subsequently use the proceeds of the sale to increase the investment in debt.

Institutional investors widely use ETFs in their equity portfolios, and not just to gain domestic exposures.

By using this popular index and the financial products tied to it, you can measure your portfolio's relative performance, invest in the equity market, hedge against risk, and even lever up your exposure.

However, those advisors who are using ETFs have come to recognize that bond ETFs offer many of the same benefits as an equity ETF, including diversification, low fees and ease of exposure.

International Equity There are two international sustainability ETFs that we can use together to give us broad global exposure.

Check out «Stocks for the Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 100 %.

If your stock exposure has grown too large, wait until an equity fund you own is slated to be sold and then use the proceeds of sale to add to your bond positions to get back to your original target allocation.

This fund provides an opportunity for portfolio diversification and can be used to gain exposure to world equities.

Equity ETFs added $ 4.5 billion in inflows for the year to date as of Aug. 31, as investors used them to increase their exposure to international and U.S. equities, the report explains.

Registered plan sponsors have been limited in their asset swaps under the FPR due to their use of their foreign content exposure for their equity portfolios.

This mutual fund tracks the Russell 1000 Comprehensive Factor Index, which is designed to capture exposure to large - cap U.S. equities using five factors: quality, value, momentum, low volatility and size.

The use of leverage may increase the Fund's exposure to long equity positions and make any change in the Fund's NAV greater than it would be without the use of leverage.

The «asset planning» vogue of the 1990s, using historical returns and correlations to establish policy asset mix, increased pension plan equity exposure towards 70 % at the expense of fixed income which dropped towards 30 %.

Funny to see they were using the equivilent of the Shiller CAPE (20), Tobin's Q, and the Fed - model to value the market and adjust their equity exposure....

He wants the couple to keep their sizable annuities and $ 75,000 emergency fund, and use the remaining cash to increase the equity exposure of their portfolio to 55 %.

Investors and financial advisors also use HXT for tax - efficient exposure to Canadian equities in non-registered investment portfolios, since the swap provides a total return to the index but no dividend income is paid out, which is otherwise taxable.

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.

After the interview, Rebalance IRA calculates a specific «score,» which is then used to select a portfolio that has appropriate levels of bond and equity exposure for that investor.

By using sector ETFs, *** these investors can hedge their concentrated exposure to the companies they own or work in and effectively diversify their risk exposure across the broader equity market.

Like many investors, I tend to use bonds in my clients portfolios as a method of reducing volatility, balancing equity exposure, and generating income.

Small and mid cap exposure of the portfolio used to make up over 50 percent of the equity section of the fund; but over the last 2 years, it has gone down to around 30 %.

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateEquity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediateequity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

The management firm manages $ 8.8 billion in fixed income and equities and follows a diversification approach that uses patented research and mathematical definition of diversification to provide exposure in both the fixed income and equity markets.