Sentences with phrase «global equity diversification»

Based on their heavy exposures to recent «Made in Canada» disasters like Laidlaw, Loewen, Bre - X and Nortel, which formed a significant part of the Canadian equity universe, pension plan sponsors clearly understand the benefits of global equity diversification.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

Discover three no - load and low - fee global equity index mutual funds that can add worldwide diversification and steady returns to a portfolio.

Leila Heckman, head of international equities at Lebenthal Asset Management, joined us for our monthly Salon to discuss the increased acceptance of global diversification among portfolio managers and the reasons behind her approach to investing.

My equity portfolio is aimed at global diversification, weighted by the national / regional allocation of capital:

@TCA It doesn't offer diversification if you already have a global equity portfolio.

Periods of volatility can offer opportunities to invest in cyclical equity sectors that we favor, and in a variety of global asset classes to broaden portfolio diversification.

You'll get some property exposure by investing in a global equity portfolio but a far greater degree of diversification by choosing a dedicated fund.

Build a global equity portfolio with unhedged ETFs (which offer better diversification and tighter tracking error) and stick to your plan, even when it feels like it's not working.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portglobal diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portGlobal Couch Potato portfolio.

Although global exposure to equities can provide substantial diversification for a portfolio, many investors are content to stay within the confines of the U.S. when it comes to investing.

In fact, international diversification is the most commonly cited reason for ETF use, as the funds allow investors to gain access to global equities that would be difficult or expensive to purchase directly, or about which they have little research insight.

The strategy also uses global multi-asset class diversification, which includes a 70 % to 75 % mix of US equities, and 25 % to 30 % in foreign equities, most of which is from emerging markets.

If we add global diversification to our portfolio and include 20 % U.S. equity and 20 % international equity, the four asset class portfolio return rises to 10.34 % per year while portfolio risk declines to 9.67 %.5

For example, an equity fund that holds a Canadian fund, a U.S. fund and an International fund delivers global diversification very simply.

XTR has significantly more in bonds, as well as only a small amount of foreign equities; ZIM has much more global diversification.

For greater global diversification, I invested approx. 30 % of the Wrap Account in Magellan's High Conviction Fund which holds just 8 - 12 international equities selected as trading at below their estimated intrinsic value.

The managers use quantitative models to «construct a global equity portfolio that seeks to achieve the lowest amount of expected volatility subject to a set of reasonable constraints designed to foster portfolio diversification and liquidity.»

There are three flavours: conservative (40 % equities and 60 % bonds), balanced (60 % equities) and aggressive (80 % equities), and each one offers instant global diversification, low cost, and convenience, as all the rebalancing is done for you.

This provides the benefits of diversification not only across asset classes, but also within key allocations like Australian and global equities.

All Asset strategies are global tactical asset allocation (GTAA) solutions that aim to deliver attractive real returns, equity diversification, and inflation protection via tactical long - only exposures.

The Policy Portfolio and the Next Equity Bear Market Fed Leaves Punchbowl, Takes Away Free Lunch (of International Diversification) Five Global Risks to Monitor in 2012 Rising Global Interest Rates Create Headwinds Three Profit Metrics to Avoid Earnings Season Myopia Changes in the Inflation Rate Matter as Much to Investors as the Level An Uneven Global Recovery — Lingering Effects of the Credit Crisis Perspectives on «Non-Traditional» Monetary Policy Do Past 10 - Year Returns Forecast Future 10 - Year Returns?

Evidence from the international equity, bond, currency, and commodity markets indicates that the value premium is a global phenomenon that can offer important portfolio diversification.

For those reasons, I think global equities currently represent a viable option for adding diversification to your portfolio.

Achieve long - term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification.

Achieve long - term capital growth by investing primarily in global equity mutual funds that provide exposure to countries in North America, Europe, the Far East and Asia, and emerging market countries for higher growth potential, with some exposure to global fixed income securities for diversification

«There's very little correlation to the equity markets, which makes it an interesting area for portfolio diversification,» says Abyd Karmali, managing director and global head of carbon emissions at Merrill Lynch.