Sentences with phrase «lower exposure to equities»

Combining this attractive spread opportunity with an otherwise paltry opportunity set and low exposure to equities in general is leading us to significantly concentrate our 37 % equity weight.

Not exact matches

In fact, we are looking to lower our beta exposures in certain areas of global equity markets.

Glassman uses Dimensional Funds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposures.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

Fund managers cut their exposure to both commodities and emerging market equities to record lows this month, as oil and metals seem unable to shrug off price weakness and China recession fears mount, new research shows.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

The bottom line: Overall, in today's uncertain, low - growth environment, we prefer credit to equity and believe exposure to gold and alternatives as diversifiers makes sense.

iShares MSCI ACWI Low Carbon Target (CRBN): seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

Investors who opt for this low - volatility approach maintain the long - term capital appreciation that investors look for in equities — while aiming to reduce risk exposures along the way.

For Canadian exposure, he suggests the BMO Low Volatility Canadian Equity ETF (ZLB), which holds 40 stocks deemed to have the lowest risk.

The First Asset Long Duration Fixed Income ETF provides exposure to longer dated government bonds, with the higher level of income and lower correlation to equity markets that they provide.

This explains how it is that the Canadian equity market has managed to outperform the S&P 500 this year by a cool 2,000 basis points (in this sense, Canada is basically a low - beta way to play the emerging markets via commodity exposure).

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Exposure to the equity markets is maintained via low - cost ETFs, without any attempt to outsmart the market via stock selection or market timing.

However, the fund does do a decent job of removing some of the worst securities from the index and it may be a decent choice for those looking for greater exposure to small cap growth equities with lower levels of risk.

BlackRock writes that the iShares MSCI World Small Cap UCITS ETF (WSML) is a way for investors to express a nuanced view within their equity allocation, allowing them to take a building block approach to broad exposure but with a lower level of idiosyncratic risk than single stock investments.

However, those advisors who are using ETFs have come to recognize that bond ETFs offer many of the same benefits as an equity ETF, including diversification, low fees and ease of exposure.

Note that you would need to be prepared to put up with the lower expected return during those years, and you may find it emotionally unappealing to increase your equity exposure later in retirement.

There's obviously still room for improvement in these stats, Finnegan says, but given the very small number of respondents — just 7 % — who indicated they would «sell some or all equity exposure in response to a 20 % drop in the market,» investors are apparently starting to absorb some of the lessons advisers have been pushing since the financial crisis — namely, avoiding buying high and selling low.

The Dodge & Cox International Stock Fund (DODFX) is a low - cost, actively managed fund that seeks to provide investors with foreign equity exposure.

Franklin has created its own quality - based indexes, such as the LibertyQ U.S. Large Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatility.

Secondly, lenders reduced their risk exposure because the rising market provided equity to the homeowners, which was enough collateral to refinance the loan to a lower payment option (or new teaser rate) to avoid foreclosure, or at the very least, sell the property for a small profit.

(ETF Trends: Nov 16, 2015) Tom Lydon of ETF Trends says that with low oil prices weighing on the energy sector, «investors may turn to a relatively new ex-sector exchange traded fund to track U.S. equities while excluding exposure to weaker energy companies.»

If you want to maintain the same equity exposure (to allow for a rebound) as you had inside the fund, simply sell the fund and purchase low - cost index funds / ETFs that approximate the fund's composition.

As on Aug 31, 2016 few Index ETFs are available at as low as 0.05 % of the yearly expenses, giving investors an opportunity to take the equity exposure at a very low cost.

This mutual fund tracks the Russell 1000 Comprehensive Factor Index, which is designed to capture exposure to large - cap U.S. equities using five factors: quality, value, momentum, low volatility and size.

Despite a low equity exposure, our portfolio has still returned over $ 100K to date.

However, if there is any possibility you did not mention that you could suddenly depend on this money, you have to keep your equity exposure, and thus your potential earnings, low.

Morgan Stanley recently shared that the long / short equity managers they broker for have rarely had lower exposure to energy stocks than they do now.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

BMO Low Volatility Emerging Markets Equity ETF (Ticker: ZLE) provides investors with exposure to Emerging Markets while navigating market volatility.

For example, a single - factor smart beta product may be used as part of a completion strategy in order to lend more exposure to lower beta stocks to an equity portfolio with a higher risk profile,» explains Mellon Capital.

Over time, small - cap stocks have provided exposure to a segment of the equity market that has offered faster growth, good risk - adjusted returns, and relatively low correlation with larger - cap stocks and other asset classes.

In addition, risk - adjusted outcomes improve, even while, on average, maintaining a lower exposure to US equities, the dominant risk exposure in most investors» portfolios.

Scott Puritz: Yes, we recommend that retirement investors be globally diversified and the best way to have equity exposure is through low - cost index funds.

The Dodge & Cox Stock Fund (DODGX) is a low - cost, actively managed fund that seeks to provide investors with domestic equity exposure.

Hartford Multifactor Low Volatility International Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size factoLow Volatility International Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size faEquity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size faequity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size factolow volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size factors.

Real estate has a place in a diversified portfolio because it has historically low correlation with equities, not because you want exposure to a couple of specific companies.

The iShares MSCI ACWI Low Carbon Target ETF seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

The most profound change to the portfolio is that we can swap out the old Meritas International Equity mutual fund (with its 1.96 % MER) for a couple of new sustainable ETFs that give us global exposure at a much lower cost (0.4 % — 0.45 %).

The panel has suggested to «lower the mandatory proportion of G - Secs» in the Life Fund and the Pension and General Annuity Funds and allow for higher exposure in alternative higher - yielding assets (like equity or property) or high rated corporate bonds» to help insurers generate a high gross return on investments so that insurance savings products can compare favourably in the financial savings space.

In Growth Option, equity exposure is higher compared to Balanced Option where exposure is lower.

Automatic Asset Rebuilding Strategy: This features manages the equity exposure of your fund automatically starting with high exposure to equity in the initial years of policy term and gradually decreasing it over the years and diverting funds to low risk funds towards the end of policy term.

Automatic Asset Rebalancing Strategy: This ensures that your funds have high equity exposure during initial years of investment gradually decreasing over the years to low - risk funds towards the end of policy term