Sentences with phrase «of our active management strategy»

Instead, inactive refers to our low turnover approach to investing, which is a critical element of our active management strategy.

This highly flawed concept, widely taught in MBA and financial engineering programs, perceives volatility as an exogenous measurement of risk, ignoring its role as both a source of excess returns, and a direct influencer on risk itself... Systematic strategies are based on market volatility as a key decision metric for leverage... The majority of active management strategies rely on some form of volatility for excess returns and to make leverage decisions.

Not exact matches

• Workboard, a Redwood City, Calif. - based provider of active strategy management software, raised $ 9.3 million in Series A funding.

We think the US equity markets will continue to gradually move more to passive, but we see lots of room around specialist strategies like biotechnology, senior housing type things, and we see plenty of opportunities in international and emerging markets where active management adds very significant value.

That strategy is also how Patrick believes O'Shaughnessy Asset Management, as an active investment manager of $ 6.2 billion, will remain relevant in a world where investors have gravitated toward passive, low fee index investing.

BlackRock has fired several prominent stockpicking fund managers and plans to switch their funds to quantitative investment strategies, in what chief executive Larry Fink called a «pivot» away from areas of active management that have fallen out of favour.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

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.

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.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

An article about how traditional active stock management is dying because computers are better and cheaper, cites a simple quantitative value strategy compiled by Kenneth French, the Roth Family Distinguished Professor of Finance.

She is currently a member of the Active Fixed Income Portfolio Management team responsible for evaluating investment opportunities, and supporting portfolio construction and valuation across various fixed income strategies.

Such a strategy would require more active management of the balance sheet than the autopilot strategy proposed by Brainard and Powell.

While smart beta strategies can provide important benefits in improving returns, reducing risk and / or enhancing returns, we are not advocating for smart beta to take the place of active management.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds» and active ETFs» investment manager, Hartford Funds Management Company, LLC («HFMC») and the mutual funds» distributor, Hartford Funds Distributors, LLC, as well as Lattice Strategies LLC («Lattice»), a wholly owned subsidiary of HFMC effective July 29, 2016.

Ben Bennett, head of Credit Strategy — Active Fixed Income at Legal & General Investment Management discusses the impact of central banks adding corporate bonds to the monetary menu.

The Portfolio Management Plan for the northern unregulated rivers therefore focuses on the opportunities for active management of flows and event - based mechanisms, including water purchase and use on - farm and in - stream infrastructure, and where this could be employed strategically to contribute to the objectives and outcomes of the Murray - Darling Basin Plan and Basin - wide environmental watering strategy and Basin annual environmental watering pManagement Plan for the northern unregulated rivers therefore focuses on the opportunities for active management of flows and event - based mechanisms, including water purchase and use on - farm and in - stream infrastructure, and where this could be employed strategically to contribute to the objectives and outcomes of the Murray - Darling Basin Plan and Basin - wide environmental watering strategy and Basin annual environmental watering pmanagement of flows and event - based mechanisms, including water purchase and use on - farm and in - stream infrastructure, and where this could be employed strategically to contribute to the objectives and outcomes of the Murray - Darling Basin Plan and Basin - wide environmental watering strategy and Basin annual environmental watering priorities.

The final results from an international clinical trial involving nearly 2,000 patients with Crohn's disease support the use of a new management strategy referred to as accelerated step - care as a best practice for the care of active Crohn's disease.

Enhancing grassland production through active management, burning, and grazing rotations may become important parts of resilience strategies in the future.

When you're integrating technology and designing a classroom management strategy, it's always best to think about the kind of scene that I just described and first focus on active learning.

Contributing to the active vs. passive management debate, this study of performance across Morningstar's allocation categories shows that active multi-asset managers outperformed passive strategies over time.

You may find what fits the bill is a strategy that seeks to leverage both the active and passive worlds of money management.

They'll use an active management strategy to try and achieve a return that's anywhere from a fraction of a percent to two percentage points higher than the index return.

While there will still always be a niche for active management with a proven track record or strategies that an ETF can't employ (which are few), as outflows continue, the cost structure of many of the largest mutual funds will become less attractive and firms will have to either continue to run them as loss leaders, increase add spending — or actually outperform benchmarks, which decades of research has shown to be very difficult.

Similar to mutual funds, ETFs allow access to a number of types of stocks and bonds (or asset classes), provide an efficient means to construct a fully diversified portfolio, include index - and more active - management strategies and are comprised of individual stocks or bonds.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds», ETMFs» and active ETFs» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange - traded funds (ETFs).

Ultimately, the equity investor will haul in a larger alpha catch by emulating the skilled fisherman: first, identifying a promising location (i.e., small cap stocks), then using multiple lines and hooks (i.e., implementing value, momentum, and quality strategies to exploit the chum of risk and mispricing in each), and lastly, dangling the lure of skilled active management to tease out the smallest trading costs possible.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds» and active ETFs» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC (HFD), Member FINRA / SIPC as well as Lattice Strategies LLC (Lattice), a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange - traded funds (ETFs).

For some investors, this active management strategy is an attractive feature of bond funds, but it typically comes at the cost of management and other fees defined by the fund's expense ratio.

If the two of you are going to pay 1.25 % each year for portfolio management, I'd much rather see your adviser providing more active management that focuses on unique asset classes, proper diversification and a consistent investment strategy.

This is not truly passive investing - Being an active management strategy, performance of the ETFs will depend on how good a trader the ETF manager or the algorithm behind the product is.

The intensity of investors» preferences may vary, but chasing outlier returns from stocks that are in vogue seems to be a steady habit.12 Growing acceptance of smart beta strategies may put pressure on active management fees, but delegated investment management is almost certainly here to stay, and the probability of meaningful modifications to the structure of compensation schemes is remote.

Visit PaulMerriman.com to read more from one of our favorite nationally - recognized authorities on mutual funds, index investing, asset allocation and both buy - and - hold and active management strategies.

Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in - depth research, and innovative product solutions.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

The combination of active management and the ETF features provide investors an innovative new solution to manage their investment strategy to achieve their investment goals.

These ETFs combine all of the benefits of active management, including the potential to generate better risk / adjusted returns than index strategies, coupled with the unique benefits of ETF investing, including low management fees and intra-day liquidity.

The article cites Morningstar data showing that, last year, the flow of funds into passive strategies totaled $ 505 billion, while $ 340 billion was withdrawn from active management.

Aims to add value via active management of investments across a variety of fixed income and credit strategies in a multi-manager fund structure

My beef with Foster isn't the strategy of investing over the long - term in high quality dividend paying companies vs. active management.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds» and active ETFs» investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds» distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange - traded funds (ETFs).

Dispersion provides a measure of the potential outperformance of active management and factor indices — any non-cap-weighted strategy.

His primary responsibilities included the portfolio management of active government and inflation linked strategies.

This Dorsey Wright Insights illustrates a portfolio management strategy known as The Three Legged Stool which combines a core portfolio of tactical and alternative mutual funds with three active management strategies.

As the vast majority of investors choose the conventional route of active management through mutual funds (the second half of the book is a stinging critique of the shortcomings of active management), the author says that constructing a well - diversified, equity - oriented, passive portfolio is an unconventional investment strategy but provides the best chance of success.

Offering a diversified portfolio of income opportunities Diverse income opportunities: The fund provides exposure to bonds in all sectors of the expanding global fixed - income market and across the complete credit spectrum.Multiple strategies: Putnam's bond specialists employ 70 - 80 active investment strategies to pursue a diverse range of opportunities for performance.Active risk management: In today's complex bond market, the fund's experienced managers actively manage risk with the goal of superior risk - adjusted performance over time.

Many investors build a modern day version of The Berlin Wall between implementing strategies using index funds vs. those espousing active management.

The legendary investor and author of The Little Book that Beats the Market (2010) has started a new fund called the Gotham Index Plus Fund that seeks to bend passive an active management strategies by tracking the S&P 500 and using it, the article says, as an «overlay strategy to build a long / short exposure based on Gotham's value models.»

Many financial experts expect uncertainty and volatility that may vary by sector, which could favor those with active strategies, said Jonathan Murray, managing director of wealth management for UBS Wealth Managementmanagement for UBS Wealth ManagementManagement Americas.