Sentences with phrase «level of her allocation»

3) Asset Allocation: The Asset Allocation Rating informs investors of each fund's level of allocation to cash (non-equities) as well as how that level compares to other equity funds.

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funding to local authorities that is more formulaic, and less reliant on past levels of allocation that have become outdated, and on local decisions on spending that have partly determined how much is allocated.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 our conversations, I realized that long term expectations (of 8 % or more) came with too high a risk for her, at any level of her allocation.

Not exact matches

Allocation of shares must be by relative pay or some more level formula.

The allocation does not affect her short - term income, so it is determined by the individual's preferences and the relative price of the three levels of activity to the individual.

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.

The faith in the effectiveness of interest rate cuts has driven the percentage of bearish investment advisors to a dangerously low 25.5 %, while the average equity allocation of Wall Street strategists is now above 70 %, the highest level in this market cycle and quite probably a record.

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.

Imagine 2 hypothetical investors — an investor who panicked, slashed his equity allocation from 90 % to 20 % during the bear markets in 2002 and 2008, and subsequently waited until the market recovered before moving his stock allocation back to a target level of 90 %; and an investor who stayed the course during the bear markets with a 60/40 allocation of stocks and bonds.4

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

There are 11 different levels of target allocation starting from Capital Preservation to Aggressive.

I try to keep this percentage allocation very close to my target levels, which does require a bit of re-balancing every now and then.

There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.

Latin America Equity Fund allocations to Brazil and Mexico, which hit their highest level since mid-3Q13 and lowest since 4Q13, respectively, coming in March, rolled over during the final month of the first quarter with the latter seeing a small gain in its average weighting.

Endowment funds and pension funds are reducing allocations en masse in favor of indexing and private equity, as outflows reach levels unseen since the financial crisis.

Doing this will help to rebalance your portfolio to the original percentage split of your asset allocation, and maintain the level of your risk profile.

You could invest your money in a target - date retirement fund in line with your approximate retirement year, choose a target allocation fund based on the level of risk and return that you're comfortable with, or go with a managed account and let an advisor help you make decisions.

This increases the number of equities to 54, greater than is typical for the Fund, but consistent with the Fund's equity allocation being at its highest level ever.

Over the period that includes the commodity supercycle dating back to 1995, the efficient frontier would have arrived at a very different conclusion: potentially much higher allocations to Canadian stocks at higher levels of volatility.

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):

Rebalancing of her bond / stock allocation to raise stock level and cut bonds would lessen the reduction in portfolio value as interest rates rise.

We believe we continue to outpace the industry which, as we previously noted, is experiencing a slowdown as consumers are increasing their allocations to investments — but also, based upon our data, they appear to be spending more, reflecting a continued high level of confidence.»

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):

Thus while the allocation of power at the level of creativity - characterization may be a «zero - sum game,» it does not have to be.

In addition to the volume released from Hume Dam, return flows and the Commonwealth's 151 GL of held South Australian allocation were delivered directly to the South Australian border to meet environmental demands in the Lower River Murray, particularly for maintaining connectivity between the Lower Lakes and Coorong, and provide suitable habitat conditions (both salinity and water levels) in the Coorong for estuarine fish and vegetation species.

In addition to this volume released from Hume Dam and the volume approved for the Coorong, return flows and the Commonwealth's 134 GL of held South Australian allocation were delivered directly to the South Australian border for meeting environmental demands in the Lower River Murray, particularly for maintaining connectivity between the Lower Lakes Coorong and providing suitable habitat conditions (salinity and water levels) in the Coorong for estuarine fish and vegetation species.

Cornerstones of their club's attacks, both are a level higher than Dwyer, who commanded the most allocation money in MLS trade history.

In two controlled trials conducted in Honduras, allocation to exclusive breastfeeding to six months of age compared with mixed breastfeeding from four to six months resulted in lower haemoglobin, ferritin, and hematocrit levels in infants, but no differences were found in anthropometric or morbidity outcomes, and mothers resumed menses later and lost more weight

The «Impact of the schools NFF» table sets out notional school - level allocations for 2018 to 2019, and illustrative school - level allocations for 2019 to 2020.

The Strategic Plan provides direction for the future allocation of resources, financial stability, staffing levels, internal support and communication, organizational culture efforts, and the capacity for learning and growth.

Blinding «was not possible at the LGA (randomisation) or cluster levels; however, individual women in the LGAs were not aware of the intervention allocation — the intention was that any trial arm allocation was «standard» care within the LGA during the intervention period».

Our priorities are fair allocations to all hospitals involved in the program, stability of the workforce and preservation of the highest levels of patient care.»

I urge the Government to have a full review of the allocation of funds for police forces, to ensure that Derbyshire police — who are currently being deprived of the 100 officers whom those funds could be used to provide — get the fair funding they are entitled to for the level of crime in Derbyshire.

Ranks specialty and geographic location combinations by risk level to determine the allocation of funds from the hospital excess liability pool as the basis for distributing funds.

Extends Program for one year; authorizes the Department of Financial Services to rank specialty and geographic location combinations by risk level to determine the allocation of funds from the hospital excess liability pool.

He similarly canvassed for the allocation of 51 per cent of the gross income of all members of the executive and legislature at Federal, state and local government levels to the same cancer cause, saying, «you will see the wonder these deductions will do in early detection of cancer and its management».

Olson says Dogtooth Bend farmers and landowners, members and staff of the Len Small Levee and Drainage District, community and state - level leaders, and the U.S. Army Corps of Engineers have some difficult decisions ahead in repairing the current landscape and preparing for future flood events — decisions that affect future land uses, resource allocations, and the livelihoods of the people of southern Illinois.

Whereas someone who is going to do a transmission line has to concern themselves with state siting and with cost allocation at the federal level and sort of split between the two, so that makes it more difficult.

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.

However, given that the «outstanding» level of any proposal is left to the discretion of the observatory's Time Allocation Committee, and without any public access to statistics online, assessing the level at which these international astronomers can actually compete with ESO member - state astronomers is difficult.

A CIF allocation of $ 13.31 million to scale up REDD + efforts on the national and community level to provide sustainable livelihoods, reduce deforestation practices, and produce sizeable climate change benefits.

Other quality - of - life improvements include health restoration upon level - up, the world map on the bottom screen, a menu display of how many experience points you need to level up, the ability to withhold skill allocation, and a quick - save that functions like a save - state.

The level of resource allocation required to get a bandwagon out of the garage and rolling down the main street of our districts is unsustainable over the long term.

I describe a hypothetical portability policy quite similar to that proposed by members of Congress in recent years, in which state - level Title I allocations would remain the same as in the current regime.

Simulation of school - level Title I allocations under current rules and portability, Maryland

I aggregate the FY2015 district allocations under Title I Part A up to the state level, then divide state totals by the number of eligible children in each state.

«Teachers have also called for greater certainty around future PDG funding and that's why I'm pleased to be able to guarantee allocation levels for the next two financial years and reaffirm our commitment to the grant for the lifetime of this Assembly.»

Simulating the impact of portability requires simulating district allocations of federal funds to the school level, both under the current regime and under portability.