Sentences with phrase «maintain exposures to equities»

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.

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.

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.

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 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.

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.

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.

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

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

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.

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.

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

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

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

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.

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.

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.

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.

«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