Sentences with phrase «other factor portfolios»

In the first nine months of 2017, the quality portfolio outperformed the other factor portfolios in absolute Read more -LSB-...]

In the first nine months of 2017, the quality portfolio outperformed the other factor portfolios in absolute terms (see Exhibit 1).

Not exact matches

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

BlackRock expects to make LifePath publicly available on its site later this year and eventually allow its spending projections to factor in Social Security as well as other portfolio mixes.

All funds with the exception of Schwab Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Obligations Money Fund, Schwab Government Money Market Portfolio, and Schwab Retirement Government Money Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund's liquidity falls below required minimums because of market conditions or other factors.

Other factors also impact portfolio performance; most notably, the specific market segments in which it is invested — durations of junk bond funds will exceed durations of treasury funds with similar maturities.

Instead of the weights of different types of bonds, investors can hone in on exposure to factors that drive portfolio performance, such as interest rate risk, credit risk, and others.

In other words, notable public discontent away from coastal regions need to be factored into investors» macro outlook, and if significant number of individuals consider a $ 400 emergency expenditure «more challenging to handle,» then investors should be biased to position portfolios more defensively (i.e. in curve steepeners).

While a myriad of non-cryptocurrency related factors can explain this decline — indeed, the WGC highlights weak demand for jewellery as being a particularly prominent contributory factor — it certainly begs the question: Are investors adding bitcoin and other digital currencies to their portfolios in place of gold?

Among the factors that could cause actual results and outcomes to differ materially from those contained in such forward - looking statements are the following: macro-economic conditions (including fluctuations in housing prices, oil markets, jobless rates and other indicators), credit market changes and constraints, foreign currency fluctuation, the company's ability to manage its property portfolio, the impact of labor markets, failure to effectively manage costs or achieve anticipated expense and cost reductions, and disruptions in our supply chain or information technology systems.

Site security, availability of widgets, integration options and the feasibility of uploading dynamic portfolios are some of the other important factors.

Other research has found time to be an important factor in creating electronic portfolios (Bartlett & Sherry, in press).

However, it is difficult to discern if the beginning teachers opted to exclude these videotapes from their portfolio for personal reasons, or if other factors such as time and a lack of emphasis prevented them from utilizing this technology.

The portfolio manager's direct interaction with the market is critical in judging the supply, demand and / or other technical and temporary factors that drive price anomalies in the market, as well as the implications on after - tax yield.

These and other factors may lead to increased volatility and reduced liquidity in the fund's portfolio.

The secret is in fine - tuning a portfolio so you get the most of what you want with the least performance «drag» from expenses and other factors.

Market fluctuations and other factors may cause decreases in the value of client accounts invested in these portfolios.

Other factors that may influence how you diversify your portfolio include your marital status and general market conditions.

Other factors which will be taken into account include time until retirement (less time means less aggressive portfolios) with more of an emphasis on conservative investments such as cash and treasury bonds.

Along with other factors, SMB is used to explain portfolio returns.

Among other things, the fund's value strategy results in an attractive portfolio of emerging markets companies characterized by relatively low debt, low default rates and attractive yields, which are some of the main factors behind the fund's success.

Instead of the weights of different types of bonds, investors can hone in on exposure to factors that drive portfolio performance, such as interest rate risk, credit risk, and others.

The portfolio managers meet periodically to determine the percentage of Fund assets to be invested in each portfolio, based on market and other factors.

Assuming all other factors are equivalent, then, an investor looking to use his or her portfolio to supplement his or her income would likely prefer ABC's stock over that of XYZ, as it has double the dividend yield.

All funds with the exception of Schwab Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Money Obligations Fund, Schwab Government Money Market Portfolio and Schwab Retirement Government Money Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund's liquidity falls below required minimums because of market conditions or other factors.

Others take a quantitative approach that systematically analyzes, selects, weights and rebalances portfolio holdings based on certain investment style characteristics — called factors — with some focusing on a single factor and others combining factors in a single porOthers take a quantitative approach that systematically analyzes, selects, weights and rebalances portfolio holdings based on certain investment style characteristics — called factors — with some focusing on a single factor and others combining factors in a single porothers combining factors in a single portfolio

On the other hand, it does pay to obsess about factors that affect investment decisions like portfolio diversification, investment quality, and the extent to which your portfolio suits your personal goals and temperament.

While market risk has been a factor for individual securities held by the Fund, it has not been important for the TAVF portfolio as a whole, even though the Third Avenue portfolio seems to be far more concentrated than are the portfolios of other mutual funds of comparable size.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 14 % Vanguard Total International Bond Index Fund 5 % Vanguard Short - Term Inflation - Protected Securities Index Fund 6 % Vanguard Federal Money Market Fund 75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

The market value of the portfolio may decline as a result of a number of other factors, including interest rate risk, credit risk, inflation / deflation risk, mortgage and asset - backed securities risk, US Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk.

These and other factors may lead to increased volatility and reduced liquidity in the fund's portfolio holdings.

Quicken's program includes investment tools, too, that evaluate your asset allocation, performance and other key factors affecting your portfolio.

This book goes into a long discussion of modern portfolio theory, and the author finds MPT to be valuable, but needs to be supplemented by other factors other than the market portfolio.

Strategies commonly employed in tax - advantaged portfolio management, where tax considerations are consistently factored into ongoing decision making, include deferring sales, harvesting losses, selecting high - cost - basis lots for sale, transferring assets internally to circumvent wash - sale rules, timing purchases to avoid dividends, and holding low - yielding stocks, among others.

Consider earnings, dividends and other factors in making portfolio management decisions.

While this list of high yield dividend aristocrats is a good place to start getting some stock ideas, there are other important factors to consider when selecting stocks for your portfolio.

Among other factors, to earn this rating Colonial must not only report solid capital levels, but also a desirable loan portfolio with negligible levels of delinquent loans.

The figures shown reflect certain derivatives held in the portfolio (or their underlying reference assets) and may not total 100 % or may be negative due to rounding, use of derivatives, unsettled trades or other factors.

Portfolio construction is driven by bottom - up stock selection decisions made on the basis of our evaluation of a company's valuation, quality and other factors as described above; this process is not influenced by benchmark weights.

The volatilities of the factor portfolios are a measure of the volatility of a long — short portfolio; in other words, these volatilities measure the volatility of the return difference between the long and the short portfolios.

The performance of an exchange - traded fund may vary from the market index it attempts to replicate due to market volatility, transaction costs, valuation differences, differences between the assets held in the exchange - traded fund's portfolio relative to the market index, and other factors.

This has therefore given credence to the idea that a fifth factor — quality — exists and, when combined with other risk factors, acts as a good diversifier in investment portfolios.

Therefore, implementing this strategy in combination with other fundamental factors with lower overall portfolio turnover may be more practical than implementing it as a single - factor strategy.

The fortunes of concentrated portfolios, such as those maintained by a traditional stock - picker, are also impacted by the level of market skewness, among other factors of importance.

Namely, after decomposing portfolio returns into three factors — changing valuation, dividend income, and dividend growth — they show that although the valuation factor has varying effects, value - focused portfolios dominate growth on both of the other two components.

The «Impact Portfolio» option helps determine how to allocate your funds based on your age, risk tolerance, income level, and other factors, but takes your personal values into account.

Price to book was a key measure, then it became the target around which hundreds of billions in assets built value portfolios and indexes, and along the way has decoupled from other major value factors.

All Schwab Money Funds with the exception of Schwab Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Obligations Fund, Schwab Government Money Market Portfolio, and Schwab Retirement Government Money Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors.

Remember that because of expense ratios (among other factors), the returns to your replicated portfolio may not match the returns to the target portfolio exactly.

The lower expense ratios of the institutional shares (among other factors) allows your portfolio to outperform VTSMX.