Sentences with phrase «managing equities and bonds»

That's because I love my methods for managing equities and bonds.

The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

I sold my stocks including the ComEd DRIP and created a diversified portfolio of actively managed equity and bond mutual funds.

The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

I sold my stocks including the ComEd DRIP and created a diversified portfolio of actively managed equity and bond mutual funds.

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.

Global uncertainty may not be a good thing for U.S. equities markets and exports, but it is driving investors toward U.S. bonds, according to Richard Clarida, global strategic advisor and managing director at Pimco.

NWQ is suitably resourced and experienced to be able to deliver clients an actively risk managed portfolio of Australia's leading equity hedge funds that has an ability to generate attractive risk adjusted returns irrespective of equity or bond market direction.

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

City Financial, which was founded in 2006 and manages approximately $ 2.3 billion across equity, bond and currency strategies, will assume the Fortress offices and staff subject to regulatory approval in Singapore.

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.

For equity and bond funds, it also raises the question of whether the fund should be actively or passively managed, and for an actively managed fund, specialists select securities according to various criteria Identify particularly promising companies and thus do better than the market.

«Strong equity gains domestically and a weaker Canadian dollar helped boost foreign holdings, but lower long - term bond yields will have increased most plan liabilities,» said Scott MacDonald, managing director, Pensions for RBC Investor & Treasury Services.

Managed futures as an asset class are historically non-correlated to the stock and bond markets over long term periods and encompass a wide range of trading strategies (generally taking long / short positions in futures contracts on equity indices, commodities, financials and currencies).

Explore Income Generating Investments: Originally most equity investments were made with an eye towards how much income they would pay to the stock holder; today Dividend paying stocks (or ETFs or Mutual Funds) play that role along with Fixed Income (Bond / Debt) investments and increasingly more sophisticated investors are looking into Alternative Investments («Alts» include private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts).

They owned Altamira Canadian Index, TD International Equity Index Currency - Hedged and US Index and the actively managed TD Canadian Bond.

Much as I like analyzing the insurance industry, I'm better at managing broad market equity and bond assets.

It manages a diverse portfolio covering all major markets world - wide, including a range of private and public equities, government and company bonds, property investments and various derivative instruments.

Only six new liquid alternative funds were launched in January — four were long / short equity funds, one was a managed futures fund and the sixth was a non-traditional bond fund.

With the addition of these two ETFs, investors now have access to 93 commission - free ETFs, including the full suite of eight domestic and international factor ETFs, three Fidelity actively - managed bond ETFs, 11 Fidelity passive equity sector ETFs, Fidelity ONEQ, and 70 passive iShares ETFs.

In our view, the prospective low - return environment calls for a capital - efficient approach that pairs actively managed bonds with passive or enhanced equities in target - date, core and retirement - income allocations.

Consumer Guide, Money Talk, Mutual Funds, Saving and Investing Asset Classes, Bonds, Cash, Cash Equivalents, Equities, Fixed - Income Instruments, Managed Mutual Fund, Mutual Funds Philippines, Securities, Stocks, T - Bills

In February, multi-alternative and managed futures funds dominated the inflows, while investors soured on non-traditional bonds, market neutral and long / short equity funds.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBBond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBbond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

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Morningstar reports that the average expense ratio for actively - managed equity mutual funds is 1.2 % and investment grade bond funds have an expense ratio of 0.9 %.

A key advantage of these funds is that to manage risk and reduce it they invest in different assets such as bonds and equity.

From my point of view, the remaining or recent investor in LINE has basically been getting a junk bond kind of instrument with an equity's position in the capital structure where the appreciation is capped / managed by the management (Although I must confess that I have only glanced at the press releases and progress since selling it....

-LSB-...] TFG continued to add to its investments in equities, credit and convertible bonds primarily via Polygon branded in - house managed funds and in real estate vehicles managed by GreenOak.»

To manage your portfolio in the most tax - efficient way, you should consider which asset classes (equities, bonds, REITs and so on) are best held in which type of account.

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.

Forex managed accounts can be compared to traditional investment accounts of equities and bonds, in the way that an investment manager handles the trading logistics.

Less than 15 % of International Equity General and Australian Bonds funds and less than 30 % of Australian Equity General and Australian Equity A-REIT funds managed to outperform their respective benchmarks on an absolute basis.

Prior to founding Lawndale in 1992, he managed the workout and restructuring of high - yield bonds, distressed equities and risk arbitrage securities for First City Capital.

The course provides an overall understanding of how equity and bond fund portfolios are managed.

Certain scientific studies have demonstrated that some professionally managed equity mutual funds seem to exhibit a modest level of apparent skill in their ability either to choose stocks and bonds and / or to manage their stock and bond portfolios.

Under the first strategy called the Self - Managed Strategy, the policyholder has the choice to invest his premiums in any of the available seven funds namely Classic Opportunities Fund, Frontline Equity Fund, Balanced Fund, Dynamic Bond Fund, and Money Market Fund

«A participating insurance plan is actively managed by investing in g - secs, corporate bonds and equities, whereas PPF is more of a passively managed product.

There is a choice of 9 funds to choose from if the policyholder wants to manage his own investments which are Equity Growth Fund, Midcap Fund, Pure Fund, Bond Fund, Income Fund, Liquid Fund, Aggressive Asset Allocator Fund, Moderate Asset Allocator Fund and Cautious Asset Allocator Fund

Has the great experience in managing and analyzing portfolios of bonds, equities and derivatives.

Investment management is about managing money by investing it in a variety of asset classes including equities (or shares) and bonds.

Investment Accountants are directly involved in developing and utilizing specific methodologies and practices to manage equity investment accounts, stocks, bonds and securities tracking -LSB-...]

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

LG Partners, LLC (City, ST) 2000 — 2002 Member & Co-Founder • Manage two leveraged funds: Bolton Capital and Pine Hill Asset Management • Invest primarily in equities, preferred stocks, high grade corporate and convertible bonds • Manage funds to maximize absolute total return ensuring exceptional returns for investors • Train junior portfolio managers in industry best practices and corporate policies and procedures

After leaving Arthur Andersen, Mr. Claypool managed a multi strategy portfolio trading equities, options, bonds, and currency, commodity and equity futures.