Sentences with phrase «on equities in their portfolio»

Glassridge offers Real Estate Blanket Portfolio Loans to cash out on equity in your portfolio of 3 or more properties.

Not exact matches

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

Part of the reason to have bonds is to have stability on days like this; government bonds provide that stability, and they're acting like they should act, by providing that cushion to the equity volatility in your portfolio.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

All told, losses in Berkshire Hathaway's equity holdings could reach nearly $ 7 billion, which on a portfolio of $ 128 billion as of March 31, works out to a loss of about 5.4 %.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest returns on equity and returns on assets in our Peer Group.

June 15, 2015: Based on the latest research methodologies, the models in the Barra U.S. Total Market Equity Model suite are designed to provide insight across the investment process, ranging from portfolio construction and risk monitoring to trading.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

On the same day, the Government Pension Investment Fund (GPIF) announced a rise in domestic equity weights and an increase in foreign asset holdings for its portfolio.

Put together with the North Sea assets acquired from Shell last year in a $ US3 billion deal, Santos» portfolio would catapult Harbour — managed by private equity giant EIG Global Energy Partners — to a size roughly on a par with Woodside Petroleum or British - listed Dana Gas.

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundIn this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundin most mutual funds.

Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014.

OurCrowd has raised over $ 80 million in equity crowdfunding for its 50 portfolio companies which include leading companies, such as: BillGuard, Consumer Physics (SCiO), BioCatch, Abe's Market and ReWalk, OurCrowd's first portfolio company to complete a successful IPO on the NASDAQ.

The big difference with a typical global market cap portfolio and all McClung's main candidates is their lack of large cap elements in both US and Intl equities, much more emphasis on small cap, and large and small cap value for US and Intl..

Putting aside the performance of bonds during the bear market beginning in 1980 (both because the starting yields on Treasuries were so high but also because the bear market was relatively mild as the decline began from relatively low levels of valuation), what's interesting about the above chart is how dependably bonds protected a portfolio during equity bear markets.

There are some non-financial issues with being in equities in late retirement — although there's a case to be made that staying on top of this helps retain intellectual facilities a bit if we look at Warren Buffet and his dreadful diet, looking at the state some people get into as they get older I'm not sure they should be licensed to drive an equity portfolio unless they can sit on their hands and let that nice Mr Vanguard sort out the rebalancing shenanigans...

On the other hand, in less efficient asset classes — such as small - cap, mid-cap or international equities — active portfolio managers may have a greater opportunity to outperform.

The possibility of higher tariffs could reduce global growth, but it may have a larger effect on the U.S.. That's why we think it's important to continue to own both U.S. and international equity investments in appropriate amounts, keeping your portfolio well - diversified internationally.

In that light, Credit Suisse and BNP Paribas shine brighter than their competitors because, as one portfolio manager says, their commissions on equity derivative trades are so low that «I don't how they can earn a living.»

Return on equity should continue to grow over the next three to five years, especially as the company expands its reinsurance portfolio to take on longer - duration risks in an effort to spur results.

Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange - traded fund (SPY) in 1993, passive, index - replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public.

The percent of your portfolio devoted to options gives you a floor on your possible exposure to massive losses in the equity market — you can not lose more than 10 - 20 % in any given year.

Michael Pento, the president and founder of Pento Portfolio Strategies and author of the book, «The Coming Bond Market Collapse», and the producer of weekly podcast, «The Mid-week Reality Check», wrote in his commentary on CNBC that «the yield curve will invert by the end of this year and an equity market plunge and a recession is sure to follow».

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity IndeIn addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Indein income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Equity Fund benchmark, defined as the S&P / TSX Equity Equity Index.

Haddock indicated that there had been interest from Chinese equity firms and companies involved in the wine business, but was reported as saying there was «a lot going on inside our business» as it continued its ongoing integration of Lion's fine wine portfolio, which it bought in November.

These portfolio investors were investing in Nigerian government bonds (in effect funding the operations of the Federal Government) and equities on the Nigerian Stock Exchange.

Table 1: Selection, Design & Construction of HSV - based Oncolytic Viruses Table 2: Selection, Design & Construction of Adenovirus - based Oncolytic Viruses Table 3: Selection, Design & Construction of Vaccinia Virus - based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus - based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisitions

Find out more about how we're shining a light on accountability, access, and equity in our portfolio of schools.

So here's one obvious conclusion: A retirement portfolio based on these assumptions needed at least 60 % in equities to keep supporting the retiree through 2014.

For example, can i invest in a diversified portfolio of Debt and Equity Funds (say 5 - 6 different funds depending on my goals and risk appetite) of a single MF House — say ICICI?

«Many investors are focused on volatility of the equity markets and are interested in tools that could help manage or incorporate volatility in sophisticated portfolios,» said Michael L. Sapir, Chairman and CEO of ProShare Capital Management, the sponsor of the funds.

Defense in equity portfolios should focus on quality as a style characteristic and dividend growth, in our view.

On the right is one that's entirely in the Standard & Poor's 500 Index SPX, -0.24 % The portfolios in between are widely diversified equity funds, with varying percentages of stock funds and bond funds.

Downside Management: they seek to limit exposure to downside risk by running a beta neutral portfolio (one with a target beta of 0.2 to minus 0.2 which implies a net equity exposure of 20 % to minus 20 %) designed to capitalize on arbitrage opportunities in the equity markets.

To the extent extreme bearishness persists in the near term, its impact on global equities may be fairly indiscriminate, and we would expect our portfolios to weather some temporary volatility.

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundIn this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundin most mutual funds.

The expert opinions focus on equity, rather than bond or currency, allocation in the portfolio.

The performance of growth and value equity styles tends to be oriented toward the economic cycle, making it possible to overweight a portfolio in favor of one style depending on economic conditions and outlook.

In sum, an explicit allocation of close to 30 % of the equity portfolio to foreign securities, which on average experts recommended, may be on the high side.

«A portfolio made up of these two ETFs will save Jim $ 1,000 in fees on every $ 100,000 he has invested compared to the two equity mutual funds he's holding now,» says Hammond.

Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and I wrote for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc..

Hedging worked well in the mid-2000s and other periods when the Canadian dollar rose dramatically, but over the long term it causes a drag on equity returns and may even increase a portfolio's volatility.

For data on owning only 30 % in international equities, check this table for the world - wide portfolio and this one for the all - value portfolio.

Adam H. Illfelder, CFA is an equity research analyst in Global Equity Portfolio Management on the Valueequity research analyst in Global Equity Portfolio Management on the ValueEquity Portfolio Management on the Value Team.

Depending on its allocation between bonds and equities, a balanced portfolio with proper equity diversification should provide long - term growth in the range of 6 % to 8 %.