Sentences with phrase «exposure to equities while»

Cornell suggested that guaranteed income products within target - date funds will enable retirees to have exposure to equities while also securing a guaranteed income stream.

«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.

Not exact matches

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.

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.

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.

We define the reflation trade as favoring assets likely to benefit from rising growth and inflation, such as cyclical equities and emerging markets (EM), while limiting exposure to long - term government bonds.

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.

So while you probably don't want to dump all your stocks because we are still in the midst of a bull market, you probably do want to shift your exposure to protect yourself from the coming decline in equities.

A long / short equity strategy seeks to minimize market exposure, while profiting from stock gains in the long positions and price declines in the short positions.

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.

Structured products are investment platforms that give exposure to equity markets, interest rates, bonds, currency, commodity and derivatives to give the upside in returns while protecting your downside.

Therefore, to achieve the goal of removing energy sector exposure while remaining fully invested, one option is to buy an additional $ 7.9 million in S&P 500 and sell $ 7.9 million in Energy Sector exposure — a spread trade that can be done all with equity index futures!

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

For investors with a diversified portfolio, with some exposure to Europe, a «leave» vote will likely mean a drop in U.K. equities while gilts, or British Treasuries priced in sterling, will likely move higher.

A portfolio with 90 % exposure to equities is going to feel like being in a Formula 1 race car, while a portfolio of 90 % high - quality fixed income might feel more like riding in a horse - drawn carriage.

But I should be clear here: while equity REITs are solid «buy and hold» investments for investors who want exposure to real, income - producing assets, mortgage REITs most assuredly are not.

And while active and passive series generally have similar average equity glide paths, active series tended to have more diversified bond exposures at the sub-asset-class level than passive ones.

While the equity piece is the dominant volatility exposure in our portfolios we know that current bond markets leave much to be desired.

The Fund offers exposure to international equities, while seeking to provide investors with long - term capital appreciation.

WisdomTree Japan Hedged Equity Fund seeks to provide exposure to the Japanese equity market while hedging exposure to fluctuations between the U.S. dollar and thEquity Fund seeks to provide exposure to the Japanese equity market while hedging exposure to fluctuations between the U.S. dollar and thequity market while hedging exposure to fluctuations between the U.S. dollar and the yen.

Both SigFig and Sofi had some of the highest allocations to emerging market equities, which reflected a broader trend among robo - advisors to increase allocations to international equities while reducing exposure to U.S. stocks, according to the Robo Report.

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.

He says right now is a great time to own an equity - income fund because it can limit some of the downside risk while still offering equity exposure and the opportunity to participate in the upside as the market moves higher.»

FNG can provide a high - growth complement or satellite equity holding to a broadbased equity allocation, while mitigating specific company risk for investors seeking efficient exposure to the market leaders and disruptive innovators among technology and technology - related companies.

(ETF Trends: Nov 16, 2015) Tom Lydon of ETF Trends says that with low oil prices weighing on the energy sector, «investors may turn to a relatively new ex-sector exchange traded fund to track U.S. equities while excluding exposure to weaker energy companies.»

I'd also add that while more exposure to stocks does generally equate to higher long - term returns, no one should take that as an invitation to just load up on equities.

These types of firms have traditionally become ADRs for two reasons: first, to enhance their image as a world - class stock while increasing company exposure and, second, to satisfy the need for raising equity capital in markets outside of the firm's home country.

While it is commonly agreed that equity exposure should be reduced as one gets closer to retirement, I don't see the justification for having no equity exposure at all.

The fund seeks exposure to the universe of stocks in the U.S. equity market, while titling individual weights towards those proficient in all five factors.

It is better to invest in a diversified equity mutual fund which gives enough exposure to IT sector while having exposure to other sectors too.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

BMO Low Volatility Emerging Markets Equity ETF (Ticker: ZLE) provides investors with exposure to Emerging Markets while navigating market volatility.

Now my portfolio is 77 % cash (money market and Stable value funds) and my equity exposure is down to 6 % while the GM and GMAC junk bonds are also 6 %.

«We believe these ETFs will be useful tools for investment advisers seeking to manage risk in their clients» portfolios, while maintaining exposure to United States equities.

The whole purpose of MITTS is to give an investor's funds equity exposure, while still protecting their investment and ensuring that the investor makes a minimum profit.

In addition, risk - adjusted outcomes improve, even while, on average, maintaining a lower exposure to US equities, the dominant risk exposure in most investors» portfolios.

While a plurality of investors answered that they planned on keeping their equity and fixed - income ETF allocations static over the next year, there may still be room to run for the industry, as the report found ETFs were sometimes replacing other sources of beta exposure, such as index mutual funds and derivatives.

These endowments, on average, had allocations to private equity greater than 20 % while the VIAS model portfolios had no private equity exposure.

Funds with an aggressive profile have a high equity exposure, while those with a secure or conservative profile invest in debt and have zero exposure to equities.

Provide high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Infrastructure and allied sectors, while recognizing that there is a significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Energy and allied sectors, while recognizing that there is a significant probability of negative returns in the short term.

The investment objective of the Pure Equity fund is to provide policyholders high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the shortEquity fund is to provide policyholders high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the shortequity investments, while recognizing that there is significant probability of negative returns in the short term.

Provide high rate of return in the long term through high exposure to equity investments in Midcap companies, while recognizing that there is significant probability of negative returns in the short term.

Premium will be invested in funds that maintain a balance of debt and equity exposure so as to minimise the risk while enhancing the returns