Sentences with phrase «offer allocations to equity»

Models offer allocations to equity and fixed income mutual funds, money market funds and ETFs (exchange traded funds)

Not exact matches

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

The prevailing personal finance wisdom of today says that this allocation to public equities is thought to offer sufficient diversification across geographies, industries and firm - specific risks, while bonds are generally believed to further mitigate risk through an inverse correlation with stocks.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Alternatively, participants in plans offering company stock (but not GICs) have substantially lower allocations to all other investment options, especially equity funds.

Participants in plans not offering GICs or company stock tend to have the highest allocations to equity funds.

We thoroughly discuss the tradeoffs of different debt - to - equity allocations until we identify the balance of portfolio return and volatility that we believe offers the best opportunity.

Rather than trying to select an optimal portfolio of individual equities from the thousands of securities in the market, Sharpe showed that investors should simply hold the full market (that is, all equities offered) as the risky part of their allocation.

The Blended Equity Portfolio and Balanced Portfolio both offer allocations that do not change, with different strategies to help you save based on your goals.

«This survey was conducted immediately prior to a 10 % drop in equities prices and a spike in market volatility, so it's prescient that many institutional allocators were already planning significant allocations to alternative investment strategies, which offer investors the potential for downside protection as well as asymmetric returns that are uncorrelated to traditional market risks,» Ron Biscardi, Context's co-founder and chief executive, said in a statement.

According to their Press Release, «The Ulip has no premium allocation charge and offers three investment fund options — Blue Chip Equity Fund, Secure fund and Debt fund».

ULIPs offer several fund categories as well — from large and mid-cap, ethical and index equity funds, to bond fund, short - term bond fund, liquid fund, and asset allocation fund.

Several Ulips offer an automatic portfolio re-balancing facility based on pre-set allocation of equity and debt linked to one's age.