Sentences with phrase «limited exposure to equities»

I would not recommend a traditional endowment plan since it typically has high hidden costs and provide limited exposure to equities.

Not exact matches

«For the most sophisticated investors and traders, inverse ETFs, put options or shorting individual stocks could be an appropriate strategy, while for the more conservative investor, positions in the defensive sectors could be a good choice, allowing overall exposure to equities while striving to limit potential downside risk,» he says.

The methodology aims to achieve the optimal combination of these three asset classes in order to maximize equity exposure, limit volatility and hedge downside risk.

We define the reflation trade as favoring assets likely to benefit from rising growth and inflation, such as cyclical equities and emerging markets (EM), while limiting exposure to long - term government bonds.

Downside Management: they seek to limit exposure to downside risk by running a beta neutral portfolio (one with a target beta of 0.2 to minus 0.2 which implies a net equity exposure of 20 % to minus 20 %) designed to capitalize on arbitrage opportunities in the equity markets.

In June 2008, ERAA would have adjusted portfolios to have limited equity exposure, and with exposure limited to sectors such as consumer staples, and to have stronger gold and fixed income exposure, particularly long - dated.

Within insurance, my equity exposure is limited to AIG, which I consider to be well managed, misunderstood, and priced attractively enough to continue holding.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

If an individual investor decided to invest in a venture that is being funded by way of equity crowdfunding, they should consider limiting their exposure to 3 % or less of their asset allocation.

«I like William Bernstein's recommendation to limit your equity exposure in retirement to the maximum loss you could tolerate in a severe bear market.»

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.

He says right now is a great time to own an equity - income fund because it can limit some of the downside risk while still offering equity exposure and the opportunity to participate in the upside as the market moves higher.»

Registered plan sponsors have been limited in their asset swaps under the FPR due to their use of their foreign content exposure for their equity portfolios.

Equity diversified funds usually have the highest allocation in banking and financial services anyway, but the banking exposure is largely limited to large banks.

I didn't mention it before, but the main reason I limited my TFG holding (aside from residual equity's inherent leverage as an asset class) was because of my existing LIV exposure to CLOs.

The product provides equity / debt exposure of up to 100 per cent with a start up NAV of Rs 10 and allows customers to choose a limited or regular premium payment options on policy term ranging from 10 to 20 years, with three fund options to choose.