Sentences with phrase «for certain asset classes»

More than 80 % believe that passive investments can reduce fees and that active managers are ideal for certain asset classes.

Not exact matches

It also extends for 60 days the applicability dates of the Best Interest Contract Exemption and the Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs.

The Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016 - 02), is amended as follows:

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

Under the first of those agreements, we generally will be required to pay to the Continuing LLC Owners approximately 85 % of the applicable savings, if any, in income tax that we are deemed to realize (using the actual applicable U.S. federal income tax rate and an assumed combined state and local income tax rate) as a result of (1) certain tax attributes that are created as a result of the exchanges of their LLC Units for shares of our Class A common stock, (2) any existing tax attributes associated with their LLC Units the benefit of which is allocable to us as a result of the exchanges of their LLC Units for shares of our Class A common stock (including the portion of Desert Newco's existing tax basis in its assets that is allocable to the LLC Units that are exchanged), (3) tax benefits related to imputed interest and (4) payments under such TRA.

A Fed on hold and weaker dollar are good news for the asset class (see the chart below), and there are signs of progress on structural reforms in certain EM countries.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

This money may be matched dollar for dollar (to a certain amount) by your employer and invested into stocks, bonds, mutual funds, money market accounts, and other asset classes.

When investors look for less yield and more total return (capital appreciation) in certain asset classes, the equity sensitivity also plays an increasing role in absolute risk.

A Fed on hold and weaker dollar are good news for the asset class (see the chart below), and there are signs of progress on structural reforms in certain EM countries.

I compare the likely 10 - year return for stocks with the certain return for the super-safe asset classes (Treasury Inflation - Protected Securitiies, IBonds, and CDs).

The Fund's Investment Manager (the «Manager») contractually caps certain direct expenses the Fund (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend and interest expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 8/31/2021 for Institutional Class at 1.00 %, 1.36 % for Class A and 2.11 % for Class C (each as a % of average net assets).

Certain asset classes are riskier than others; for example, bonds tend to have lower risk and lower returns, whereas stocks exhibit high risk and returns.

So asset allocation says you always keep your allocation at a certain percentage (perhaps adjusting for age) and as one asset class over performs you will sell some of it to buy the under performing asset class to get back to your expected ratios.

The current investment regulations mandating investment in certain asset classes limit the returns that may be generated to enable better return for the policyholders.