Sentences with phrase «given levels of risk»

What results is an upward shift in the efficient frontier, providing an enhanced return for a given level of risk, or conversely, a similar return at a lower risk profile.

Based on modern portfolio theory and the efficient frontier, return is maximized for a given level of risk through asset class diversification.

However, within a given portfolio, an investor can maximize return for a given level of risk by diversifying among several uncorrelated asset classes.

Taken in this context, venture capital investing, while in isolation a risky investment style, can provide enhanced returns at a given level of risk.

The efficient frontier is made of portfolios that offer the greatest expected returns for a given level of risk... or vice versa, the lowest risk for a given level of expected returns.

With MPT, investors create portfolios to maximize the expected return based on a given level of risk.

It represents the difference between a fund's actual returns and its expected performance, given its level of risk as measured by beta (see definition of Beta).

Prices move inversely proportional to shifts in economic uncertainty so that expected returns remain essentially the same for a given level of risk.

Required yield is the minimum acceptable return that investors demand as compensation for accepting a given level of risk.

Alpha is a measure of the difference between a portfolio's actual returns and its expected performance, given its level of risk as measured by beta.

Alpha: Measures the difference between a portfolio's actual returns and its expected performance, given its level of risk as measured by Beta.

The efficient frontier is a curve which represents all the points where for a given level of risk (as measured by standard deviation) of a portfolio you are achieving the optimal rate of return.

At Scalable Capital we use diversification as a tool to help us achieve the maximum possible expected return for a given level of risk.

Any portfolio that lies on the upper part of the curve is efficient: It gives the maximum expected return for a given level of risk.

We use the tools of Modern Portfolio Theory to design the optimal portfolio for a given level of risk.

Determine the appropriate level of risk for your portfolio and utilize appropriate asset allocations for the highest return given your level of risk

Select subset of mutual funds from investment universe to construct a portfolio which seeks to optimize dividend income for a given level of risk

We can then construct a portfolio that maximizes expected return for a given level of risk, or minimizes risk for a given level of required return.

The first two are then plotted on a graph to create the «efficient frontier»: a line that denotes the maximum return possible for a given portfolio at a given level of risk.

MPT seeks to identify a portfolio allocation designed to offer the highest potential reward with the lowest amount of risk possible for any given level of risk, using broad diversification and historical data about asset class price fluctuation for this purpose.

REIT returns tend to «zig» when those of other investments «zag,» helping to reduce a portfolio's overall volatility and improve its returns for a given level of risk.

Modern Portfolio Theory attempts to construct a portfolio that maximizes the potential for return at each given level of risk.

The term you're looking for is efficient frontier, the optimal rate of return for a given level of risk.

The goal is to be on the efficient frontier, meaning that for the given level of risk, you're receiving the greatest possible rate of return (reward).

Or if you have something like a 15 % cap rate... that's not necessarily outstanding given the level of risk (uncertain vacancies) involved in a hotel.

Not exact matches

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

In this video with Entrepreneur Network partner Business Rockstars, attorney Jessica Olmon gives one simple reason why you should avoid using online contracts: The framework between two similar deals might look the same, but different companies and people are willing to assume different levels of risk.

Staley told CNBC that given the high level of debt across the world, in particular among emerging markets where dollar - denominated debt has grown dramatically, many economies could be at risk if there were sudden changes in financial conditions.

Given the high allocation to Attractive - or - better rated stocks, and equal allocation to Unattractive - or - worse rated stocks relative to the benchmark XLF, KIE appears well positioned to capture upside potential while taking on an average level of downside risk.

The annualized percentage difference between a fund's actual returns and its expected performance given its level of market risk, as measured by beta.

Index futures, like the S&P 500 Index (NYSE: SPY), have become very popular as broader economic bets for day traders given their high level of liquidity and less stock - specific risk.

The DeltaShares S&P 400 Managed Risk ETF offers dynamic exposure to US midcap equity, 5 - year Treasuries, and T - bills, with the goal of maintaining a given volatility level.

Interest rate risk Although high yield bonds have relatively low levels of interest rate risk for a given duration or maturity compared to other bond types, this risk can nevertheless be a factor.

In addition, the risk of fiscal slippage has also diminished given the government's large fiscal adjustment over 2015 - 2016, suggesting a transition to the B3 rating level in coming years is unlikely at this point.

«Digital channels give banks an enormous opportunity to reduce costs, but the risk is that those cost savings come with lower levels of customer engagement.

«A startup's ability to issue stock options levels the playing field by giving potential employees something unique: the ability to share in the company's rewards as well as its risks and participate in the upside of a new and exciting venture.»

Alpha The difference between a fund's actual returns versus its expected performance, given its level of market risk as measured by beta.

In order words, an investor may be taking on more risk than needed to achieve a given level of return.

The USD is banging on big resistance levels ahead of an FOMC that includes only the release of a policy statement and fairly low expectations, ironically meaning that surprise risk may be underappreciated, especially given conflicting extremes in speculative US dollar short and US interest rate shorts.

Also, given the potential for increasing numbers of distressed producers, there is a level of counter party risk that we need to be wary of (producers that go bankrupt and can not satisfy their distribution contracts with the pipelines).

While many lenders use FICO ® Scores to help them make lending decisions, each lender has its own strategy, including the level of risk it finds acceptable for a given credit product.

These published studies showed that crude kuzu root preparations or their extracted flavonoids, given as injections or taken orally, Researchers also report that flavonoids lower cholesterol levels, reduce the risk of forming blood clots, protect the heart against cardiovascular disease, and protect the brain by dilating cerebral microvessels to increase blood flow.

«We allege that the market was not told that the US distributor inventory levels of some brands were so high that Treasury Wines was at risk of having to destroy excess stock or give rebates or discounts to the distributors for excess, aged and deteriorating inventory.»

Unconscionable conduct (agrees with NFF that they have not provided protection and support reforms «to provide transparency in the supply chain» and recognise that «certain classes of suppliers... are predisposed to suffering from a special disadvantage...»; misuse of market power (legal framework must «level the balance of market power in negotiations...», «ensure transparency in the transmission of market prices» and «not allow for final market risks to be borne by the primary producer» and provide «transparency of contract processes» - specifically, Canegrowers supports effects test and a process giving ACCC greater power to «regulate anti-competitive behaviour and impose penalties», shifting «the decisions framework from the judicial system to a regulatory system» which would make it more accessible to small producers); collective bargaining (notes limits of Sugar Industry Act (Qld); authorisation and notification approval costly and limited and not a viable alternative - peak bodies should be able to «commence and progress collective bargaining with mills on behalf of their members» and current threshold too restrictive)» competitive neutrality (mixed outcomes - perverse outcomes in the case of natural monopolies - suggest remove «application of competitive neutrality provisions to natural monopoly essential services»)

The identity of the fourth signing has yet to be revealed, but in a summer in which the «Special One» is overseeing big changes at the club, it is more than likely to be another high - profile player as opposed to Lozano who would be a risk at this point given that he's still raw and yet to prove himself at a high level.

Eddie Howe is liked and admired but as revealed in the past is considered high risk given his lack of top level experience.

IBFAN's legal advisor, Graham Ross, gave the following opinion: «Even if the manufacturers have indeed followed «highest standards», product liability laws still require clear warnings, especially in connection with products, such as formula, over which consumers can be expected to be highly concerned at all levels of risk.»

The tiny potential risk of one ultrasound that gives us that connection as well as the peace of mind that the medications I'm on aren't causing my baby to grow a second head means lower stress levels, higher endorphins, and begins the emotional journey from «I'm sick» to «we're having a baby!»

@SJuan76 - at what level of risk would you be willing to eat at Chipotle, knowing that a minority of them have given their customers food poisoning?

Though the study didn't specify how metabolic syndrome risk factors blunt vitamin E absorption, levels of proteins in the blood that carry fat gave the researchers some clues.