Sentences with phrase «nontraditional asset»

The commercial real estate industry also continues to evolve as nontraditional asset types — student housing, seniors housing and single - family homes, for example — are becoming more institutionalized and bigger parts of the industry.

A broad ensemble of global income investments, the Fund seeks value opportunities across both traditional investment - grade and high - yield bond sectors and nontraditional asset classes, including convertibles, preferred stocks, non-U.S. sovereign and corporate debt and floating - rate loans.

While clients can still include traditional investments such as stocks and mutual funds within their self - directed IRA, they also have the freedom to diversify their portfolio by adding a nontraditional asset.

This portfolio expects to invest in positions that emphasize alternatives or nontraditional asset classes or investment strategies and, as a result, are subject to the risk factors of those asset classes.

The subaccounts expect to invest in positions that emphasize alternative investments or nontraditional asset classes or investment strategies and, as a result, are subject to the risk factors of those asset classes.

Nontraditional asset classes such as infrastructure or real estate may be worth considering.

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.

Nontraditional asset classes such as infrastructure or real estate may be worth considering.

Couple that with the traditional relationship between inflation expectations and bond prices having broken down in Canada as US investors have been increasingly turning to buy foreign bonds, and there really isn't anywhere to invest that makes sense right now, except perhaps in nontraditional assets.

In the Chevron and Fidelity cases stable value fund use as opposed to money market fund use was questioned; a case against Intel filed last year included an allegation of too many nontraditional assets in its target - date fund (TDF) offerings; and the Johnson case challenged the use of custom TDFs.

However, these funds are also available to be invested in IRS - permitted nontraditional assets, including mortgages, raw land, commercial buildings, vacation rentals, multifamily homes, private notes, private stock, startup businesses and shares in LLCs, just to name a few.

Typically, institutions that are licensed to administer IRA accounts, such as banks, credit unions, trust companies or savings and loan institutions, are not willing to undertake the challenging research, extensive paperwork, and IRS reporting that is required in order to administer nontraditional assets within IRA accounts.

Not exact matches

The ETFs are being structured by Direxion Asset Management, which has specialized in fund creation and nontraditional investments since 1997, and are designed to track the emerging bitcoin futures markets, not the price of bitcoin proper.

More and more yield - searching investors are considering nontraditional income asset classes, but keep in mind that higher income could mean higher volatility, with the most recent example being high yield debt.

First, if they offer investment advice, sell investment product or have discretion over the management of investment assets, they will be concerned about the liability associated with the purchase and / or administration of any nontraditional investment.

Some investors are using nontraditional and multi-sector bond funds for greater fixed income diversification, but do these asset classes deliver what investors expect?

The nontraditional customers flocking to obtain market analysis and asset prices include foreign investors and institutions.