Sentences with phrase «exposure to equity in»

Automatic Asset Rebuilding Strategy: This features manages the equity exposure of your fund automatically starting with high exposure to equity in the initial years of policy term and gradually decreasing it over the years and diverting funds to low risk funds towards the end of policy term.

According to analysts, the best way to invest for childcare is to adopt a systematic approach of high exposure to equity in the early years of the child and raising exposure to debt funds in the later part of the investment horizon.

That means that you should reduce your exposure to equity in the years leading up to that birthday.

Combining this attractive spread opportunity with an otherwise paltry opportunity set and low exposure to equities in general is leading us to significantly concentrate our 37 % equity weight.

Not exact matches

In fact, we are looking to lower our beta exposures in certain areas of global equity marketIn fact, we are looking to lower our beta exposures in certain areas of global equity marketin certain areas of global equity markets.

For example, if you only hold an ETF that tracks the S&P 500 you will miss exposure to small cap and mid cap equities in the U.S. and abroad.

Individuals seeking to maintain returns and diversified exposure to U.S. equities need to cast a much wider net than they have in the past, given the diminished number of publicly traded companies and the maturity of those businesses.

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.

First introduced in 1996, it's the biggest mutual fund offering investors index exposure to equity markets around the globe.

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, TexaIn the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texain Austin, Texas.

This is interesting as more and more private equity firms have increased their scrutiny of public & private companies they invest in or might invest in to decrease their exposure to areas that could bring controversy.

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

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.

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.

The move to overseas exposure is the opposite of what we saw in the fourth quarter, when the all - time high of $ 138 billion into ETFs was concentrated in U.S. equities.

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

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.

«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.

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.

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.

And as they do, U.S. investors should preferably gain that exposure via instruments that seek to hedge the foreign currency impact, as dollar strength means equity gains in local currency terms will be muted when translated back into U.S. dollars.

Investors are immediately given exposure to the four listed entities, creating a pass - through investment in the real estate, infrastructure, private equity, and renewable energy sectors.

Domestic stock funds offer exposure to the world's largest, most liquid equity market, and can give investors the ability to own stocks in some of the world's most successful companies.

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;

Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure

I would personally recommend you reduce equity exposure to 60 % total if and when there is a correction in the bond market, specifically muni bonds for tax purposes based on your income.

Both funds launched in 2013 and offer a combination of large - cap equities paired with exposure to VIX futures.

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.

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.

This new solution invests primarily in equity securities of U.S. small - cap companies that offer exposure to niche areas of the market, aiming to provide high growth potential and diversification benefits for Canadian investors.

Most Millennials are investing directly into Target Date Retirement Funds which have high equity exposure due to the long retirement horizon — so despite having grown up during two bear markets Millennials are still investing and believe in stock investing.

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.

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.

You should have the currency exposure in the international equity allocation you believe in, and not try to forecast currency trends.

With 5 ETFs and over $ 1.71 B in combined AUM, the Equity: Developed Europe - Small Cap segment provides exposure to the Developed Europe space with a focus on Small Cap securities.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

We believe that equity exposure has become a key central - bank policy instrument to suppress currency - exchange rates and to grope for yield that they can not achieve in traditional safe assets.

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.

Meanwhile, the National Association of Active Investment Managers Exposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mExposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mexposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mid-2006.

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment propertieIn addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment propertiein cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

This could be an opportunity for investors to consider reevaluating their market exposure and potentially shift to more value - oriented equities, or simply wait it out in their current positions.

If you are an investor who is confident about the US Equity market as a whole in general, then investing your assets between the Fund and the TSP C Fund will allow you to gain exposure to the entire US equity mEquity market as a whole in general, then investing your assets between the Fund and the TSP C Fund will allow you to gain exposure to the entire US equity mequity market.

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.

In my view, the market decline is an opportunity for investors to reorder their portfolios and perhaps increase equity exposures.

Equity exposure rose to the highest level in data going back to 2006.

The bottom line: Overall, in today's uncertain, low - growth environment, we prefer credit to equity and believe exposure to gold and alternatives as diversifiers makes sense.

But if you are going to try to strategically manage your equity exposure, then watching how investors treat cash at any point in time might be a useful tactic (alongside monitoring dividend yields and the average market P / E).

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.

Flows for equity ETFs were relatively muted by comparison, especially in those funds with underlying exposure to Canada's stock market.