Sentences with phrase «manage against equity»

We continue our tax - time chart series with a look at how municipal bonds help manage against equity market...

Not exact matches

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

They printed a massive amount of Swiss Franc which they've converted to other currencies which they bought equities and they've done so well so the paper profit 55 billion last year equal to eight percent of their GDPall through the creation of money in order to keep the Swiss Franc weak, which they've managed to weaken against the Euro last year also by about 10 percent even though the Swiss itself held against the dollar was a little bit stronger..

Strategy Objective: Launched in July 1997, the DRS is an actively managed, hedged - equity, rules - based process that is designed to hedge against large stock market declines and provide stable returns over a full market cycle.

Following are the things that can effect changes on your scores: • Consistent and constant late payments • Increased or reduced credit limits • Higher credit card balances • Higher HELOC (Home Equity Line of Credit) balance • Closing revolving accounts • Recent credit inquiries made In the same way, any new practice you start in managing your credit takes effect and influence your credit scores within 30 to 60 days; due to the lag time between the action you take against the period it takes the creditor to report the action to the agencies who handle credit reports.

The Equity Income Fund is actively managed, something I've preached vehemently against.

A typical investment policy would see Canadian equity managers limited to Canadian equities benchmarked against the S&P TSX index and foreign equity managers managing foreign portfolios against foreign equity benchmarks such as the EAFE or S&P 500 indices.

This can be noted in the relative out / underperformance percentages of actively managed international equity funds and fixed income funds against their respective USD - hedged and unhedged benchmarks over the past 12 months ending Dec. 31, 2014 (see Exhibits 1 and 2).

As the FT reports, the group looked at 2,500 funds (including both equity and bond funds), and found that only 18 % of them managed to beat the index they were measuring themselves against.

It also makes it difficult if not impossible to do the one calculation that chills the blood of managing partners and leaders... the calculation of an accurate PPEP against which the equity partners can compare what they took home and what is reported as PPEP.