Sentences with phrase «lowest portion of assets»

As far as our investment style is concerned, we've got the lowest portion of assets in low or no - return cash holdings (43 % compared to 56 %) though that number is unlikely to drop anytime soon.

Not exact matches

For a portion of the period, some funds had expenses limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.

For a portion of the periods, some funds had expense limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.

More importantly, consider moving at least a portion of your assets abroad to a safe, stable, low - debt jurisdiction that doesn't have the same desperation.

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 respondents all reported dedicating a portion of the portfolio to so - called traditional investments (long - only, stocks, ETFs, mutual funds) with 20 % being the lowest percentage of the portfolio and one respondent reporting that 100 % of the family office's investment portfolio was in these traditional assets.

You're essentially defeasing a portion of your liability with a lower amount of assets than the value of that liability, and of course, the potential for higher yield comes with greater risk.

Unfortunately, in a world in which cash pays next to nothing and even riskier assets, like stocks and bonds, have a lower long - term expected return than they once did (according to a BlackRock analysis using Bloomberg data), holding a sizeable portion of one's retirement savings in cash could prevent many from reaching their financial goals.

The last of these positions suggests that, on average, the fund held a substantial portion of its assets in fixed - income securities, which lowered its volatility.

To lower your risk, invest in a wider range of companies and have a portion of your money in other asset classes besides stocks, such as bonds or real estate.

For a portion of the period, some funds had expenses limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.

But there are risks associated with moving a portion of one's assets to alternative asset classes with histories of offering lower long - term returns.

For a portion of the period some funds may have limited expenses or been sold on a limited basis with limited assets and expenses, without which returns would be lower.

For a portion of the periods, some funds had expenses limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.

The Vanguard Emerging Markets Fund offers a relatively safe way to get some exposure to this asset class, with low fees and a diverse portfolio of more than 4,000 stocks, but it should be limited to a small portion of your well - diversified portfolio.

A major portion of listed German portfolios were sourced via wholesale purchases from municipal / housing authorities, so their average asset values are far lower than the value charted above.

High - performing mall operators such as Simon, Taubman or General Growth aren't interested in the kind of lower - quality assets that make up a big portion of WP Glimcher's properties, according to Bloomberg Intelligence analyst Jeffrey Langbaum.