Sentences with phrase «identifying alternative asset»

Not exact matches

The Department also revised the final rule to allow asset allocation models and interactive investment materials to identify specific investment alternatives under ERISA - covered and other plans if certain conditions are met.

«Our dynamic, entrepreneurial approach to alternative investments allows us to identify new assets, asset classes and strategies and deliver them as co-mingled or segregated offerings for our global client base.

Using asset allocation, you identify the asset classes that are appropriate for you and decide the percentage of your investment dollars that should be allocated to each class (e.g., 70 percent to stocks, 20 percent to bonds, 10 percent to cash alternatives).

IB Asset Management will notify all affected clients of any such termination as soon as possible to allow them to identify suitable alternative investments on the IB Asset Management platform or elsewhere.

In my continuing efforts to identify some of the most alluring alternative real estate investment asset classes, mobile home parks continue to be near the top.