Sentences with phrase «maintain equity exposure»

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

Regardless, it is important to maintain an equity exposure to insure your portfolio continues to grow in retirement.

Robust consumer spending is typically a friendly factor for the equity market, and may provide a reason to maintain equity exposure, in my view, despite high equity valuations seen over the past year and the lack of any significant market correction.

She wants to maintain her equity exposure and overall investment mix when she purchases a $ 100,000 5 - year MYGA.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

Not exact matches

Individuals seeking to maintain returns and diversified exposure to U.S. equities need to cast a much wider net than they have in the past, given the diminished number of publicly traded companies and the maturity of those businesses.

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.

Jan 25, 2016: Since the 2008 financial crisis, institutional investors have sought new methods of managing risk and increasing returns while maintaining exposure to equities.

The DeltaShares S&P 400 Managed Risk ETF offers dynamic exposure to US midcap equity, 5 - year Treasuries, and T - bills, with the goal of maintaining a given volatility level.

«In our view, investors should consider maintaining full equity exposure because the final years of bull markets historically have been strong.

International equity ETFs also maintained their momentum with some investors switching out of Canada and perceived over-valued U.S. stock exposures into EAFE and other developed global markets.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Panama.

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.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in France.

Maintaining a substantial equity exposure before and during retirement helps you achieve long - term financial goals.

Portfolio Strategies Investing for Retirement Requires a Disciplined Approach Maintaining a substantial equity exposure before and during retirement helps you achieve long - term financial goals.

It seeks to maintain a stable asset allocation that emphasizes bonds and short - term investments, along with some exposure to domestic and international equities.

Doing so maintains her $ 560,000 exposure to equities and decreases her investment in bonds to $ 140,000.

For that reason, the mandates currently maintain a minimal 5 % exposure to Canadian equities.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Israel.

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

And, for the rest of your assets, maintaining exposure to equity markets and investing in inflation - linked bonds, such as TIPS or I - Bonds, can provide an effective hedge.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Bahrain.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Sweden.

The model calculates the realized portfolio volatility (annualized daily volatility) based on daily total returns, and then either increases or decreases the equity exposure of the portfolio to maintain the target risk level.

At all times, Vista will maintain at least an 85 % exposure to equity investments.

The Pro Strategy is an opportunistic hedged equity investment program, but it will remain disciplined in strategically maintaining a hedged net exposure profile.

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.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Netherlands.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Bolivia.

Since both requirements have been met, you could sell 5,000 shares of XEC and immediately purchase an equivalent amount of the Vanguard FTSE Emerging Index ETF (VEE) to realize the loss and maintain your exposure to emerging markets equities.

«We believe these ETFs will be useful tools for investment advisers seeking to manage risk in their clients» portfolios, while maintaining exposure to United States equities.

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.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in New Zealand.

The table below displays all U.S. listed equity ETFs that maintain significant exposure to stocks listed in Nigeria.

Premium will be invested in funds that maintain a balance of debt and equity exposure so as to minimise the risk while enhancing the returns