Sentences with phrase «future asset class performance»

Because future asset class performance is unpredictable, it makes sense to invest in all of them that have favorable characteristics over the very long term.

Not exact matches

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

We know that past performance does not guarantee future results and that, historically, when it comes to the various asset classes, there is no discernible pattern of winners and losers.

Prof. Siegel provides financial data from 1802 through 2007 including: the relative performance of asset classes, relative risk of each asset class & style, IPO performance, bubble economies & aftermath, fundamental measures as predictors of future returns, monetary policy, business cycles, technical analysis, calendar anomalies, etc., etc., etc..

Stratafolio's technology enables investors to view portfolio data from various sources in one dashboard or to look at data in a single asset class, delivering insights into past, present and future performance of real estate holdings.

Thomas N. Bohjalian, C.F.A., senior vice president & portfolio manager, Cohen & Steers Capital Management; Jay Flaherty, chairman and chief executive officer, HCP, Inc.; Roger Pratt, managing director, Prudential R.E. Investors; and Frank Small, managing director, JER Partners — top institutional investors and lenders who invest both in seniors housing and other real estate asset classes — will highlight historical trends in their portfolios, as well as present their views on future performance trends.