Sentences with phrase «of alternative investment strategies»

(Morningstar.com: Aug 1, 2011) Morningstar interviews ProShares» head of investment strategy about the potential benefits of alternative investment strategies.

The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility.

Not exact matches

Pamela investigated more than 450 financial strategies seeking an alternative to the risk and volatility of stocks and other investments, which led her to a time - tested, predictable method of growing wealth now used by more than 500,000 Americans.

The identification of attractive investment opportunities is difficult and involves a significant degree of uncertainty and there is no assurance any such alternative investment strategies will be successful.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Investment Advisory Committee.

Comprised of manager research, alternative investments, and strategy teams, Wells Fargo Investment Institute provides industry - leading investment research and strategy to better help clients achieve their financInvestment Institute provides industry - leading investment research and strategy to better help clients achieve their financinvestment research and strategy to better help clients achieve their financial goals.

At the core of our firm, you'll find multiple independent investment teams — each with a focused area of expertise — from traditional to alternative strategies and multi-asset solutions.

Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.

Over his more than 20 years of investment management experience, Wander has been intimately involved in the design, development, and oversight of a wide range of active, indexed, and alternative fixed income strategies.

Hedge fund management company Fortress Investment Group has inked a deal to exit its Convex Asia strategy as the alternative investment industry braces for what could one of the largest shakeouts since the financiInvestment Group has inked a deal to exit its Convex Asia strategy as the alternative investment industry braces for what could one of the largest shakeouts since the financiinvestment industry braces for what could one of the largest shakeouts since the financial crisis.

He served as Director of Markets at the London Stock Exchange PLC (LSE) and Head of its Alternative Investment Market (AIM), where he led the exchange's transformational growth strategy focused on driving market efficiency and resulting in a fivefold increase in market size.

Over his more than 20 years of investment management experience, Mr. Wander has been intimately involved in the design, development and oversight of a wide range of active, indexed and alternative fixed - income strategies.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

That profound impact of opposing movements is why hedged and alternative investment strategies should always be evaluated over complete market cycles, rather than the advancing or declining portion alone.

Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Franklin Square is a manager of alternative investment funds designed to enhance investors» portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors.

Alternative investments cover a varied set of asset classes and strategies that go beyond traditional stocks and bonds.

Alternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of dAlternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of dalternative strategies primarily consist of hedge strategies, including use of derivatives.

However, by diversifying into other assets and employing a combination of hedging and alternative investment strategies, an optimal portfolio can be constructed.

Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies.

Alternative investment strategies are more important than ever as investors emerge from the most dramatic market crash of a generation.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

AllianzGI's suite of alternative investment solutions provides our clients with access to our alternatives expertise across both publicly traded, private market and real asset strategies.

Identify the power and risk management strategies of investing in commodities, futures, foreign currency exchange and other investment alternatives.

* Strategic beta refers to investment strategies that emphasize the use of alternative weighting schemes to traditional market capitalization - based indexes.

For portfolios of substantial size, typically in the 6 figures or higher, this will include some niche strategies and alternative investments not currently represented by robo - advisor platforms or index products.

With industry assets under management currently estimated at $ 10 trillion, the alternative investment world now encompasses a dizzying range of asset classes, trading strategies, derivatives and opportunity sets that are as arcane and sophisticated as the technologies that spawned them.

Murray suggested an alternative strategy of technological investment (he welcomed Richard Branson's encouragement of a more efficient airline fuel), resilience to extreme events and adaptation.

Their alternative proposal, which had been presented by the leading advocates to the mayor ten days prior, calls for a radical investment in building new housing for low - income families, especially seniors, which critics say has largely been left out of the mayor's current housing strategy.

[45,46] And focusing on the critical - path work receiving the least investment from alternative government and industry sources, Matthew O'Connor's team at SENS Research Foundation's Research Center project on mitochondrial mutations continue their work toward obviation of these lesions, advancing both AE protein and mRNA strategies.

GTM manages numerous partnerships with assets of more than $ 3.0 billion, specializing in alternative investment strategies.

«As the popularity of alternative investments grows, many investors struggle with how to incorporate these strategies in a portfolio,» said Michael L. Sapir, Chairman and CEO of ProShares Advisers, LLC.

ALTS allocates among a set of underlying ProShares ETFs that employ alternative and non-traditional strategies such as long / short, market neutral, managed futures, hedge fund replication, private equity, infrastructure and inflation - related investments.

Still, a majority of advisors (64 %) indicated in the Natixis survey that they are apt to employ alternative investment strategies for mass - market clients with $ 200,000 to $ 300,000 in investable assets.

Swan Global Investments is producing a blog series to address the following questions regarding a number of alternative strategies:

He created several investment strategies, including the Sungarden Hedged Dividend portfolio, an alternative approach to the pursuit of income, preservation and long - term growth.

The combination of call premium plus dividend yield is one of the more popular investment strategies as an alternative to low - yielding treasury rates.

The team has access to a wide variety of strategies in LDI, multi-asset, alternatives, equity and fixed income investment management

Features Adding Alternative Investments to a Stock / Bond Portfolio The risks of a traditional 60 % stocks / 40 % bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund strategies.

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

The firm offers a broad range of global investment solutions and management services in equity and fixed income strategies, alternative investments, and private equity funds.

The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes in the yield curve, and allocation among fixed income alternatives and inflation hedges.

Examine alternative strategies with the balance sheet — The current investment legitimacy and marketability of this company squarely hinges on the cash on the balance sheet.