Sentences with phrase «include diversifying assets»

Customized loan structures may provide additional flexibility, helping you achieve short and long - term objectives that may include diversifying assets, growing a business or minimizing tax obligations.

Not exact matches

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

The board has been dealing with the volatility of publicly traded stocks and low returns from government bonds by diversifying into other forms of assets, including equity in private companies and investments in infrastructure such as highways and real estate.

Ideally, a well - diversified portfolio includes assets that will go up if others are down.

Because the Fund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

Description: Global Energy Metals (TSX - V: GEMC, OTCQB: GBLEF, FSE: 5GE1) is focused on offering security of supply of cobalt, a critical material to the growing rechargeable battery market, by building a diversified global portfolio of cobalt assets including project stakes, projects, and other supply sources.

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

The question is whether the current empirical evidence would still suggest there is a significant benefit to including EM assets in a globally diversified portfolio.

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

The firm continues to make strategic investments and acquisitions, including asset managers in Australia, Mexico, the UK and US that further broaden and diversify its capabilities.

As I've explained before, gold usually has a low correlation to other assets, including stocks and bonds, which is why investors all around the globe favor it as a diversifier.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Some of the more common mistakes made when investing 401 (k) assets include allocating too much to conservative investments, not diversifying among several investment vehicles, and investing too much in an employer's stock.

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

The classic assets for diversifying are Bonds (including Index - Linked Bonds), Gold and Cash.

Our fund has a diversified portfolio across several different asset classes, including dividend - paying stocks, bonds and convertible securities.

Because the Fund may invest at least a significant portion of its assets in companies in a specific region, including Europe, the Fund is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

In addition to including various asset classes in your investment portfolio, you should also plan to diversify within each asset class.

These opportunities include commercial real estate in global gateway cities, niche hard assets and diversified fund opportunities delivered by carefully selected sector experts.

The majority of my assets are in low - fee index funds but I've recently begun diversifying into real estate and am considering several other alternative investments including an investment in a couple Search Funds.

Glencore Xstrata's diversified operations comprise over 150 mining and metallurgical sites, offshore oil production assets, farms and agricultural facilities, employing approximately 190,000 people, including contractors.

Many of these asset funds diversify their portfolios by including a variety of cryptocurrencies, and some even include cryptosphere platforms like exchanges and a few tech stocks.

This appears unlikely, so an effective diversification strategy should include a variety of asset classes, regardless of how diversified the basket of international equities might be.

Diversifying its assets across multiple asset categories, including dividend - paying stocks, bonds and convertible securities, may help reduce the fund's overall portfolio volatility and improve chances of earning more consistent returns over the long term.

A well - diversified portfolio, by definition, includes assets that are exposed to various risks and behave differently under certain conditions: at the most basic level, you hold bonds because they often rise in value when stocks plummet.

Our fund has a diversified portfolio across several different asset classes, including dividend - paying stocks, bonds and convertible securities.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Similar to mutual funds, ETFs allow access to a number of types of stocks and bonds (or asset classes), provide an efficient means to construct a fully diversified portfolio, include index - and more active - management strategies and are comprised of individual stocks or bonds.

At least 12 asset classes, including ETFs, options and stocks, are used to diversify managed accounts

The firm has grown to manage a diversified asset base that includes retail, hedge fund, sub-advisory and institutional accounts.

A diversified portfolio made up of low - cost Vanguard and iShares ETFs would only cost them 0.3 % a year or less, and an asset mix including fixed income, equity, REITs and cash will help reduce volatility and boost returns.

The first is that a truly diversified portfolio must include asset classes that have little correlation (or even some negative correlation) with stocks.

There wasn't much differentiation between asset classes, sectors, industries or exposure types — everything was a shade of red, including assets — like duration — that are meant to be diversifiers.

The firm continues to make strategic investments and acquisitions, including asset managers in Australia, Mexico, the UK and US that further broaden and diversify its capabilities.

While clients can still include traditional investments such as stocks and mutual funds within their self - directed IRA, they also have the freedom to diversify their portfolio by adding a nontraditional asset.

Dimensional's Target Date Retirement Income Funds are designed to be diversified across a mix of asset classes that include stocks and bonds.

So while we can create a fairly well - diversified stand - alone Personalized Portfolio for you (e.g., Dividend, Everlasting, MDP, Supernova, or Pro), to reap the full benefits of a complete portfolio that includes exposure to all of the major asset classes (large - cap, small / mid-cap, international, fixed income), we recommend incorporating a blended Personalized Portfolio into your financial plan.

A savvy diversified portfolio includes bonds and other assets that might not grow as quickly, but aren't nearly as volatile as stocks.

- Harvard and Yale are highly correlated to equity markets, as well as a diversified buy and hold including real assets.

While many active investors translate this to mean holding stocks in different sectors of the market (which, by the way, might be a good idea), it might also be a good idea to be diversified across asset classes (which can include corporate bonds, government bonds, and futures).

PNC Financial Services Group, Inc. provides diversified financial services, including retail and business banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset - backed lending; wealth management and asset management.

Investing in a well diversified portfolio that includes a mix of assets such as shares, property, cash and bonds, is still the best way of reducing your risk and smoothing out investment returns.

Because the Fund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

To be treated as a regulated investment company under Subchapter M of the Code, a Fund must also (a) derive at least 90 % of its gross income from dividends, interest, payments with respect to securities loans, net income from certain publicly traded partnerships and gains from the sale or other disposition of securities or foreign currencies, or other income (including, but not limited to, gains from options, futures or forward contracts) derived with respect to the business of investing in such securities or currencies, and (b) diversify its holdings so that, at the end of each fiscal quarter, (i) at least 50 % of the market value of a Fund's assets is represented by cash, U.S. government

As a cost - effective way to achieve a broadly diversified portfolio, including hard - to - own (but worthwhile) assets, ETFs are hard to beat.

We have also included the worst 1 - year draw downs for each asset allocation over the last 50 years, assuming that each allocation is a globally diversified portfolio of index funds with tilts towards the dimensions of expected return.

Diversify across sector and asset class, as well as include some foreign investments.