Sentences with phrase «of our allocation strategy»

But the premise of the allocation strategy I'm recommending is that by limiting the downside to a magnitude you can tolerate, you'll be able to hang on through periods of market turmoil and participate in the eventual recovery.

Not exact matches

«As part of our capital allocation strategy to invest in and grow our core brands, we acquired an additional 36 % interest in Wuxi KFC, increasing our total equity interest to 83 %.

It could be along the product axis or the market axis, but it has to be enough of a change that it really requires an adjustment in strategy and a corresponding adjustment in resource allocation.

This press release contains «forward - looking statements» within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the company's 2018 financial performance, the company's growth strategy, the company's capital allocation strategy, the company's tax planning strategies and the performance of the markets in which the company operates.

In other words, this cost effective strategy, to help organizations execute trail blazing products and services, will cost organizations very little, if anything, and allow allocation of internal resources to other projects.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

Retail investors can work to maintain a diverse portfolio by employing asset allocation strategies that force holders to maintain set percentages of different assets.

Throughout his career, Paul has been a key contributor to Delta's strategies and has been instrumental in a number of initiatives, including the purchase of the Trainer refinery from ConocoPhillips; the balance - sheet initiatives that have resulted in nearly $ 7 billion in debt reduction; the structuring of $ 1.8 billion in revolving credit facilities, the expansion of the T - 4 facility at JFK and the recently announced capital allocation strategy.

You need an asset allocation strategy, but first you need to understand what kind of investor you are.

However, in my three decades of experience coupled with reading about markets before my time, the only strategy that I see standing the test of time is to buy solid blue chip dividend - paying stocks from diverse industries, hold them for the long term, and diversify them properly with a judicious allocation to bonds and cash.

«An element of caution needs to be built into a portfolio,» said Brian Singer, head of dynamic asset allocation strategies at William Blair and Co., «but the market is making it so expensive to put that caution into place.»

«They have talked about trying to rebalance the economy for 5 or 10 years now, but the imbalances got even worse, so you simply fall back on the model that got you into the difficulty in the first place,» said Peter Elston, head of Asia - Pacific strategy and asset allocation at Aberdeen Asset Management.

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

While we have seen a perceptible improvement in the overall business due to the merchandise and the institution of the factory and mall allocation strategy, regrettably we are experiencing a disruption in our supply of some merchandise due to a dispute with a key vendor.

Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group.

There are also income and real return strategies which are managed to help take advantage of certain outcomes, and world allocation funds which give fund managers the flexibility to seek opportunities anywhere in the world.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time for short - duration products.

«The programme will be executed consistent with the company's capital allocation strategy of prioritizing investment to grow the business over the long term.»

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.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time to consider investment - grade short - duration products.

The good work done over the last couple of years in the field of algorithmic tactical asset allocation strategies may start to pay off during the next economic regime shift.

Our models compare and contrast multiple forecast scenarios so clients can assess the valuation impact of different forecasts for revenue growth, margins and capital allocation strategies.

Cousins found that Sulyma had actual knowledge of the facts underlying his substantive claims because the financial disclosures provided information about plan asset allocation and an overview of the logic behind investment strategy.

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

Of course, asset allocation is rooted in the idea that maximizing returns isn't the only objective of an investing strategy: You also want to manage risk, especially if you're getting closer to retirement and wouldn't have time to recover from a significant loss in the markeOf course, asset allocation is rooted in the idea that maximizing returns isn't the only objective of an investing strategy: You also want to manage risk, especially if you're getting closer to retirement and wouldn't have time to recover from a significant loss in the markeof an investing strategy: You also want to manage risk, especially if you're getting closer to retirement and wouldn't have time to recover from a significant loss in the market.

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 Committee.

This calls into question the reliability of industry asset allocation and diversification strategies and the prediction capability of conventional portfolio risk modelling techniques.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

For example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset class.

Evaluation measures include progress against business model and growth strategies, client relationship management, staff retention, and the evolution of asset allocation and product strategy in line with investor needs.

He focuses on delivering asset allocation strategies and analysis of the overall macroeconomic and political landscape as defined by fundamentals, market sentiment and technical developments in the charts.

«Glenn will add important insights with regards to global economic conditions, the state of risk factors that will influence our strategy allocations and ultimately our manager selections,» Jonathan Horton, the managing partner of NWQ Capital Management, told The Australian Financial Review.

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

It is hard to come up with a better approach than risk parity as an allocation strategy in my view, but that does not mean that risk parity is infallible or does not have moments of sub-optimality.

Review the investments offered by the plan and be sure that your asset allocation and the investments selected dovetail with your retirement goals and fit with your overall investment strategy including assets held outside of the plan.

Albert Brenner, director of asset allocation strategy at People's United Bank, says...

And of course, our strategy of favoring Quality and Value for our US stock allocation has paid off again this year, returning 13.5 % vs. the SP 500's 9.3 % return.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and can not eliminate the risk of investment losses.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

The integration of gender diversity criteria into an investment portfolio should be considered alongside traditional asset allocation and overall investment strategy decisions.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

In their May 2012 paper entitled «Adaptive Asset Allocation: A Primer», Adam Butler, Michael Philbrick and Rodrigo Gordillo backtest a progression of strategies culminating in an Adaptive Asset Allocation (AAA) strategy that incorporates return predictability from relative momentum (last 120 trading days, about six months), volatility predictability from recent volatility (last 60 trading days) and pairwise correlation predictability from recent correlations (last 250 trading days).

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

All you need to implement such an investment program are (1) some initial effort in mapping out an asset allocation strategy (2) a calculator to divvy up your regular contributions and (3) discipline to stick to the strategy through all kinds of market conditions.

I know much has been said about the conventional strategy of passive investing, which is to pick your asset classes according to correlations, rebalance often, and stick to your allocations, whatever the market does.

Of course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performeOf course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performeof how these two investment strategies have previously performed.

With over 20 years of global market experience, Alessandro's strong background in the field of interest rates, central banks and European financial regulations helps to further strengthen AXA IM's global investment strategy and asset allocation.