Sentences with phrase «of the underlying asset class»

Not exact matches

«Broadly speaking, stocks, bonds and many different other asset classes are expensive, and they are that way because of policy, not underlying fundamentals,» he says.

«With Harbor, we could see things like funds tokenizing LP interest for illiquid asset classes, marrying the liquidity of markets with the illiquidity of the underlying assets owned by the fund.

This, along with its volatility and a broad lack of understanding of the underlying technology, has caused traditional investors to shy away from this new asset class.

Now would be a good time to briefly mention the asset allocation of my investments — the underlying classes of investments compromising our total portfolio.

As a result, the architecture underlying many of the investment ideas they've heavily marketed — wide asset allocation and «alternative» investments (commodities as an «asset class», hedge funds)-- generally continue to flounder.

Maturity class of option: Options of the same type (put or call) on the same underlying asset with the same expiration month.

Investing in commodities indices that are constructed using long or short positions in futures on physical commodities whose value is determined based on the price of the underlying physical commodity plus yield and that trade on public markets that provide adequate liquidity and transparency, with negligible costs and no storage deterioration risk, offer a practical method to gaining commodities exposure and can provide a means for market participants to access the five components of the returns of the asset class.

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

The â $ œ7Twelveâ $ is a diversified, balanced portfolio that contains 7 core asset classes and 12 underlying â $ œsub - assetâ $... Continue reading 10 Questions for Craig Israelsen, Author of «7Twelve»

Now would be a good time to briefly mention the asset allocation of my investments — the underlying classes of investments compromising our total portfolio.

Variable Life Insurance (VUL) provides the flexibility of Universal Life, but also the potential to increase your cash value by allocating your money into various sub-accounts that invest directly in the underlying asset class, similar to mutual funds.

The fund is a «fund of funds,» meaning that it seeks to achieve its objective by investing in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles.

We adjust for risk as the cycle evolves thereby helping to keep our client's risk tolerance in - line with that of the various asset classes we hold in underlying portfolios.

This doesn't make index ETF investing in fixed income flawed, since many of these issues are structural within the underlying asset class itself.

The asset class of each underlying fund is based on its predominant investments under normal market conditions.

Allocates primarily to a combination of Franklin Templeton equity, fixed income and alternative funds, based on each underlying fund's predominant asset class.

After plugging the names or ticker symbols of your funds, you'll be able to see how your portfolio looks overall, how your savings are broken down by different asset classes, what you're paying in underlying expenses and where holdings of these many funds may overlap.

The asset classes of the underlying reference obligations include corporate, asset - backed, residential mortgage - backed and commercial mortgage - backed securities.

Due to the random nature in which the simulations are generated and the regular updating of historical asset class data, the results may vary with each use and over time, even if the underlying assumptions are not changed.

Included in the current universe of underlying funds are five unaffiliated funds: two within the domestic large - cap equity style class and three within the fixed income asset category.

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.

Variable Life Insurance (VUL) provides the flexibility of Universal Life, but also the potential to increase your cash value by allocating your money into various sub-accounts that invest directly in the underlying asset class, similar to mutual funds.

Variable Life Insurance (VUL) provides the flexibility of Universal Life, but also the potential to increase your cash value by transferring your money into different sub-accounts directly into the underlying asset class, similar to mutual funds.