Sentences with phrase «including asset class exposure»

Not exact matches

We also advocate a broader diversification approach that includes adding factor exposures and asset classes such as private credit and real estate.

This could spur some stock investors to trim their exposure and rotate into other asset classes, including not just bonds but also precious metals, which I believe might help gold revisit resistance from its 2016 high of $ 1,374 an ounce.

We believe investors should consider a broader diversification approach than a traditional bond / equity mix, including adding factor exposures and asset classes such as private credit and real estate.

They provide exposure to the performance of a pool of stocks, bonds or other asset classes included in the index, as well as different regions and sectors.

We also advocate a broader diversification approach that includes adding factor exposures and asset classes such as private credit and real estate.

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.

It gains exposure to asset classes by investing in more than 100 futures contracts, futures - related instruments, forwards and swaps, including, but not limited to, equity index futures and equity swaps; bond futures and swaps; interest rate futures and swaps; commodity futures, forwards and swaps; currencies and currency futures and forwards, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments.

The Fund seeks to gain exposure to various asset classes principally through direct investments in securities, but the Fund also may use derivative instruments and investments in other investment companies, including exchange traded funds, and real estate investment trusts for such exposure.

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.

We continue to have a broad asset allocation model, with exposure to asset classes that include U.S., European, and emerging market equities.

AMG Managers DoubleLine Core Plus Bond Fund is a total return oriented portfolio invested across multiple asset classes, including non-core areas such as high yield, emerging markets and bank loans, to help manage interest rate exposure.

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.

In the early years that might be all you can invest but, as you make more and save more (including the company match to your 401 (k), you can expand your exposure to other asset classes.

The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage points for Equity Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate term.

In assessing the impairment, the analysis of the broader situation may include information from news reports, on - site personnel and trends in market indices such as Case - Schiller for house - price impacts or publically - traded debt or security instruments with similar risk exposure to the impacted area or asset class.