Sentences with phrase «manage an asset mix»

Not enough time, knowledge, or interest to build and manage an asset mix?

If you don't feel you're up to creating your own stocks - bonds allocation, then you might consider investing in a target - date retirement fund or managed account, options that set and manage an asset mix for you.

Not exact matches

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Many even offer target date funds, which are an all - in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the fund and require little to no management on your part.

What's more, there are a number of ways to manage inflation risk, and adding a mix of inflation - resistant assets to a portfolio is just one option.

Managed futures have variously been defined as an eclectic mix of investment strategies, a hedge fund category, and a separate asset class.

Madison Capital acquires, repositions and manages superior urban retail and mixed - use assets in New York and other gateway cities.

A strategic allocation to a mix of inflation - resistant assets may help investors manage the risks of inflation.

There was a time when actively managed funds — which can include a mix of stocks, bonds or other assets (from commodities like oil to real estate)-- were the norm.

Previously, he was Managing Director, Asset Mix & Capital Market Research at the Ontario Municipal Employees Retirement System (OMERS) from 2008 - 2013.

The trustee must also keep complete and accurate records, exercise reasonable care and skill when managing the trust, prudently invest the trust assets, and avoid mixing trust assets with any other assets, especially his or her own.

I have been arguing for asset deflation and price inflation for some time now, and that is not a mix that I would enjoy trying to manage, if I were on the FOMC.

The mixed portfolio is «managed» throughout a given period and in that period, individual asset classes may have varying returns from what you're seeing in the table.

«This is where an age - based strategy may really help people who don't want to actively manage their investments, because it maintains a mix of assets based on when the beneficiary is expected to start college, and rolls down the risk as that time gets closer,» says Bernhardt.

While I have no problem with going all - index — a total U.S. stock market fund for broad domestic stock exposure, a total U.S. bond market fund for your bond stake and a total international fund if you want to include foreign shares in your asset mix — I don't contend you would be totally undermining your investing efforts if you throw in the occasional actively managed fund, provided it has low expenses.

For example, an advisor who manages your investment portfolio might describe how often and when they rebalance, or buy or sell assets, to maintain the mix of investments that best meets your needs.

Managed futures have variously been defined as an eclectic mix of investment strategies, a hedge fund category, and a separate asset class.

Such funds usually invest in a good mix of global diversified assets, which in turn helps investors manage market risk effectively.

Nest Wealth will manage your portfolio, find the right asset mix for you, monitor it and take action whenever necessary.

If you're in that camp, you may be better off in investments that maintain an appropriate asset mix for you, such as a target - date fund or managed account.

Before, many employers would manage retirement funds for employees through defined - benefit pensions, allocating a pool of employee funds to a mix of assets — including private equity.

Two additional funds eventually joined SMIFX: the SMI Dynamic Allocation Fund (SMIDX), which is a managed approach to the Dynamic Asset Allocation strategy, and the SMI Conservative Allocation Fund (SMILX), which blends multiple approaches in a roughly 60 % stock / 40 % bond mix.

These online services help you choose an appropriate asset mix and then they build and manage an ETF portfolio.

Static Portfolios invest in several different funds managed by Fidelity and have an asset mix that doesn't change over time.

The industry has developed different kinds of diversified Target Date Funds (TDF) and managed accounts that actively rebalance to as aggressive an asset mix as possible: typically 60 % stocks to 40 % bonds.

E * trade and Fidelity are now rolling out «robo» services, joining Schwab in selling managed ETF accounts that are automatically adjusted to maintain a steady asset mix.

Thirty four diverse funds, including many mixed - asset funds, all managed by the same team.

A Moderate portfolio will hold a balanced mix of most all - major viable asset classes (for maximum diversification), which will include conservatively - managed bond funds as well as high - risk stock funds.

Caruso Affiliated develops, owns and manages a growing portfolio of world - class high - quality retail, mixed - use, and hospitality assets.

Assisted senior traders manage passive equity index trading flows around cash deployments, index rebalances, and asset mix rebalances.

We manage a range of mixed asset, bond and equity funds on behalf of both private individuals and institutions.

It will now gain access to more than 7,400 multifamily units, 7.7 million sq. ft. of commercial space and a development pipeline of mixed - use assets managed by LCOR.

The new asset mix Tad Philipp, managing director of New York - based Moody's Investors Service, believes 2000 will be a year of change in the CMBS market.

REDICO's experience in all asset classes (office, retail, entertainment, multifamily, industrial, medical office) provides the knowledge and skill - set to develop and manage a successful mixed - use project.

Ocwen manages loans nationwide covering a property mix of Industrial, Retail, Mixed Use, Office, Multifamily, and Bridge Loan assets.

A panel of experts featuring Kenneth F. Bernstein, president and CEO of Acadia Realty Trust; MaryAnne Gilmartin, president and CEO of Forest City Ratner Cos.; Steven G. Vittorio, managing director with Prudential Real Estate Investors; and Donald C. Wood, CEO of Federal Realty Investment Trust, discussed the vagaries of developing urban retail — particularly mixed - use properties — at the ICSC NOI + Asset Management Conference in Chicago on Nov. 20 - 21.

The company has developed, managed and owned more than $ 6 billion in real property assets across all property types including commercial, mixed - use, hotel, recreational and residential projects.