Sentences with phrase «higher allocation on»

Not exact matches

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

Bond Funds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax Efficiency.

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.

On the other hand, if you'll need the money in just a few years — or if the prospect of losing money makes you too nervous — consider a higher allocation to generally less volatile investments such as bonds and short - term investments.

Analysts excited about the company's exposure to the rapidly growing natural gas sector were pumping up the stock, ignoring its low and declining return on invested capital (ROIC), significant write - downs indicating poor capital allocation, and the high expectations implied by its stock price.

The Fund's geographical allocations are based on a search for the countries and regions offering the highest growth opportunities at the most reasonable valuations.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

Strong markets correspond to time periods of the equity market when National Bureau of Economic Research and Fidelity Investments» Asset Allocation Research Team place a high probability on the economy being in either early or mid-cycle.

I am a member of the Junior League of High Point, High Point Young Leaders United, Triad Women's Forum, and I served on the 2015 health panel for the program allocation review team for the United Way of Greater High Point.

Considering the high correlation between green bonds and core fixed income, investors have the possibility to reallocate part of their core fixed income allocation to green bonds in order to increase diversification and «green» their portfolio with a minimal impact on the risk / return profile of their portfolio.

With the market still at all time highs and once a real correction occurs, we plan on ratcheting up the Equity allocation and minimize the Bonds to 10 %.

Nowadays, companies are increasingly global and multi-sector, which means that investors could be missing out on potentially higher equity returns by continuing to base their equity allocation decisions purely on traditional geographic or sector approaches.

But for now, maintaining a small percentage allocation of short / bearish exposure may help to reduce overall portfolio risk by basically «hedging» until / unless the downtrend from the September 2012 highs is convincingly reversed by the formation of two «higher lows» and «higher highs» on the daily charts.

On the other hand, the positive and periodic dividends flowing from the DGI method allows you to maintain a higher equity allocation than a typical stock / non-stock index portfolio.

Here is our high - level portfolio allocation as of September 2017 month - end (we'll look to continue to provide quarterly updates on actual allocations):

For investors looking for an equity play on global growth, consider a higher allocation to emerging market (EM) equities.

Here is our high - level portfolio allocation as of July 2017 month - end at the time of the 2016 recap summary (we'll look to provide quarterly updates on actual allocations going forward):

On a market allocation basis, the simple mathematics of compounding almost ensures that high returns and restrained volatility must go together in the long - run.

In future updates of this review, if appropriate, for our primary outcomes, we will temporarily remove studies at high or unclear risk of bias (using the allocation concealment domain) to examine whether this has an impact on results.

The 2016 to 2017 high needs place change request technical note set out the process for submitting changes to the number of places; and examples of the impact of place changes on DSG allocations.

The Department for Education is planning for a distribution of high needs funding to local authorities that is more formulaic, and less reliant on past levels of allocation that have become outdated, and on local decisions on spending that have partly determined how much is allocated.

In New York where residents pay the highest percentage of their annual wages on child care, Macy's associates and retail workers from the 34th Street Commercial Corridor were helped by a $ 500,000 allocation secured by the Independent Democratic Conference for the Facilitated Enrollment program.

Borno State Governor, Kashim Shettima on Wednesday announced the highest allocation of N33 billion naira for the reconstruction of schools destroyed by Boko Haram insurgents and fresh construction works across educational institutions as Borno State budgets N183 billion naira for the 2017 fiscal year.

Borno State Governor, Kashim Shettima on Wednesday announced the highest allocation of N33 billion naira for the reconstruction of schools destroyed by Boko Haram insurgents and...

Specifically, we have maintained substantially higher allocations for infrastructural projects which will have a multiplier effect on productivity, employment and also promote private sector investments into the country.

That's why from now on, institutes with the highest «litigiousness levels» can only hire new short - term employees if they can demonstrate that their current staff can't do the job, the memo continues; meanwhile, institutes with fewer court cases will be given priority in the allocation of the 275 new competitive permanent positions that CSIC has just announced for 2016.

Some smaller and suburban districts scored higher on the 2013 Financial Allocation Study for Texas, but Houston outpaced Dallas, the next - largest district, as well as urban districts in Fort Worth and San Antonio.

The Case Against High School Sports In this article published by The Atlantic author Amanda Ripley, describes the role of high school sports in the American education system, how current resource allocations favor sports over academics and consequences as American students fall behind in international rankings and draws on MargueritHigh School Sports In this article published by The Atlantic author Amanda Ripley, describes the role of high school sports in the American education system, how current resource allocations favor sports over academics and consequences as American students fall behind in international rankings and draws on Marguerithigh school sports in the American education system, how current resource allocations favor sports over academics and consequences as American students fall behind in international rankings and draws on Marguerite...

Analyzing how districts distributed their state allocations across schools under California's landmark 2013 weighted student funding overhaul, districts varied enormously on whether they distributed more or fewer of the new and newly flexible dollars to the highest - needs schools.

Guided by tools such as a high - tech calendar that charts the time the principal is spending with teachers and others, the SAM or SAM team meets regularly with the principal to schedule instructional leadership time, reflect on whether and how changes in time allocations are affecting instruction, and designate other school staff members to tend to busing or other matters that don't need to be handled in most cases by the principal.

Inside, the reader will find participants» thoughts on how education reformers might address challenges in four distinct areas: 1) allocation and alignment of resources to support standards - based reform and higher expectations for all students, 2) generating resources for the interventions and specialized programs necessary to support the learning of students with special needs, 3) allocating resources to support learning in alternative education settings, and 4) developing funding strategies for dual enrollment programs.

The schools will use the allocations as follows: Samuel Powel Elementary School: literacy and mathematics professional development and climate support; Science Leadership Academy - Middle School: career exploration mini courses for students focused on science, technology, engineering and mathematics; Alain Locke Elementary School: a climate support position; Martha Washington Elementary School: literacy support; Morton McMichael Elementary School: professional development in the areas of literacy and mathematics and job embedded coaching support; and West Philadelphia High School: extended curriculum for students focused on science, technology, engineering and mathematics.

In order to manage the High Needs Budget, LAs will need to challenge schools to a much greater extent on how they have spent their notional SEN budget and any other funding for SEND (e.g. allocations for SEN units or resource bases) at the school's disposal.

Greening said final allocations for schools and high needs blocks would follow in December «on the basis of pupil numbers recorded in the October census».

In this article published by The Atlantic author Amanda Ripley, describes the role of high school sports in the American education system, how current resource allocations favor sports over academics and consequences as American students fall behind in international rankings and draws on Marguerite Roza's research.

LAs will be completely reliant on the High Needs Block allocation to meet their statutory responsibilities.

This allocation is provided by funds remaining in the ECS budget line item after the distribution of ECS grants, and will be distributed on a per - pupil basis using the highest number of displaced students a town received during FY 2018.

On average, charter schools receive a slightly higher allocation of state funding than traditional public schools.

In order to alleviate some of the pressure on Texas schools with a high number of dropouts and to shadow the concerns about the accuracy of dropout data reported by the state education agency, the Texas legislature provided a special allocation of $ 85 million to finance special intervention programs for ninth grade students identified as at - risk of dropping out (Cortez, 1999).

Unfortunately, however, Title I falls short: a report from the Brookings Institution highlights the problems with the funding formulae: money is indeed going to high - poverty schools, but not necessarily to students living in poverty; once a school receives a funding designation, that money can be used across the board for any student, and the allocation is often based on performance.

With lower taxes high on new U.S. President Donald Trump's to - do list, investors may well wonder if it's time to adjust their asset allocations to take advantage of conditions popularly thought to benefit equities.

But while higher stock allocations help on that score, there's a limit to what they can do.

While most core bond funds invest exclusively in U.S. fixed income, the Fund uses a core allocation to global government bonds that the portfolio managers believe are high - quality based on their proprietary research.

Brian — I would expect that someone who focus on dividends for income would have a higher equity allocation than normal.

In sum, an explicit allocation of close to 30 % of the equity portfolio to foreign securities, which on average experts recommended, may be on the high side.

However, as a result of investors» pursuit of better - diversified portfolios and a recognition that systematic risk factors explain the majority of returns, the development of commodity alternative beta products is gathering pace... From our investigation in this study, there appears to be potential benefit in allocating into alternative beta strategies as part of a portfolio's commodity allocation, and we find that combining risk - based and factor - based commodity strategies has historically delivered higher return and lower risk than passive long - only strategies on their own.»

It's probably best not to go overboard on these asset classes, and to focus your asset allocation on high - quality stocks and bonds.

On the other hand, if you'll need the money in just a few years — or if the prospect of losing money makes you too nervous — consider a higher allocation to generally less volatile investments, such as bonds and short - term investments.

Asset allocation funds may change portfolio holding allocations on a frequent basis, resulting in high portfolio turnover and more brokerage commissions from an increased amount of the purchasing and selling of securities.

These results are comparable to the 30 Year Reasonably Safe Withdrawal Rate (see Year 30 SWR button on the left) with a high stock allocation.