Sentences with phrase «over the funding horizon»

Have you created a higher income rate over the funding horizon?

Very few investors are rational businessmen, estimating likely returns over their funding horizon.

Not exact matches

«Although we are pleased with these annual results, this relatively short - term performance is far less meaningful than our long - term results as financial markets can move sharply in either direction over shorter time horizons,» CPPIB chief executive Mark Wiseman said Friday as the fund manager released its annual report for the year ended March 31.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

One fund, Vanguard Total Market Index Fund (VTI) beats every portfolio presented above over a 15 year horifund, Vanguard Total Market Index Fund (VTI) beats every portfolio presented above over a 15 year horiFund (VTI) beats every portfolio presented above over a 15 year horizon.

We are certainly not pleased with near - term underperformance, but we remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

We remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

Rather, my only advice is to ensure that the duration of your portfolio is well - aligned with the horizon over which the funds will be spent.

When measures of both are hard - negative, as they are now, investors should think carefully about their own risk - tolerance and their ability to sustain losses without abandoning their discipline, making sure to align their investments with the actual horizon over which they will need to spend the funds.

We'll rely on equities and property to keep us ahead of inflation over the long - term and look into more short - term conventional bond funds as our model portfolio's time horizon ticks down.2

Despite the win on Thursday, there were signs of major hurdles on the horizon as the debate over how to fund Trump's proposed $ 1.5 trillion in tax cuts has yet to be settled.

The year end 2013 SPIVA Australia Scorecard showed that benchmark indices outperformed the majority of their comparable actively managed funds over three - and five - year horizons.

Over a long time horizon, which we have, cost averaging and low fee index funds, the opportunity to grow wealth is huge!

Indeed, South African active equity managers underperformed their benchmarks in all equity fund categories and over all time horizons.

The SPIVA India Scorecard reports on the performance of actively managed Indian mutual funds compared with their respective benchmark indices over one -, three -, and five - year investment horizons.

The time horizon of an endowment has two elements: the need to fund operations over your short - term planning horizon, and the need to grow the purchasing power of the endowment.

Most global, emerging market and U.S. active funds underperformed their respective benchmarks over one -, three - and five - year time horizons.

The scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

«Over a five - year horizon... a majority of active funds in most categories fail to outperform indexes.

The above 6 funds have been invested in over a 10 yr horizon for my daughter's post grad education.

One rule of thumb: If you're reinvesting your interest payments, you will benefit over the long haul if interest rates rise, provided your investment time horizon is longer than the duration of your bonds or bond funds.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

You just put your money in the fund with the year that you anticipating needing to take the money out and the fund manager handles diversification and adjusting the risk appropriately over the life of the fund based on the remaining time horizon.

Because reserve cash requires limited liquidity, it can be invested over a horizon of 6 — 12 months, thereby capturing incrementally higher yields and returns than money market funds, while taking on only slightly greater risk and keeping a focus on preservation of principal.

Additionally, recognizing that market opportunities will likely change over the course of an investor's time horizon, the fund has built - in flexibility to seek to adapt to risk and opportunities using dynamic portfolio management.

In the July 2010 version of their paper entitled «Hedge Fund Characteristics and Performance Persistence», Manuel Ammann, Otto Huber and Markus Schmid investigate hedge fund performance persistence over future horizons of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characterisFund Characteristics and Performance Persistence», Manuel Ammann, Otto Huber and Markus Schmid investigate hedge fund performance persistence over future horizons of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characterisfund performance persistence over future horizons of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characterisfund characteristic.

The S&P Indices Versus Active (SPIVA) India Scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

The key figures, I believe are that over a 10 year time horizon, the majority of actively managed small (80 %), mid (87 %) and large (80 %) cap funds underperformed their benchmarks.

Over a 5 year time horizon, 77 % of active Canadian equity funds underperformed their benchmark.

Not only have a large number of these funds managed to outperform the benchmark, but they have done so with a higher margin over the three - and five - year horizons than any other category, at 3.9 % and 2.5 %, respectively.

On average, Indian ELSS and Indian Equity Mid - / Small - Cap funds offered an annualized excess return of 225 bps and 402 bps, respectively, over the five - year rolling horizon (see Exhibit 2).

Indian Equity Large - Cap funds generated relatively slight excess returns over the S&P BSE 100 for the five - year rolling horizon (see Exhibit 2).

Overall, about 57 % of active fund managers investing in pan-European equities underperformed their benchmark over the one - year horizon ending June 30, 2016 (see Exhibit 1).

Dear Raghuma, 1 — Based on ones investment horizon 2 — If the performance of the fund over a period of time has been bad Vs its peers / benchmark / fund category Avg returns.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

«The glide path for the Simplicity RMD Funds has been designed to provide appropriate portfolio diversification over time, while recognizing the unique needs and time horizon for investors who begin taking RMDs at age 70 1/2.»

Over short and long - term horizons the fund has outperformed its index counterpart.

: While Kotak Opportunities Fund have performed equally well over various time horizons, in terms of risk - adjusted return, our preferred ones are Kotak Select Focus and Birla Equity Fund, in space of Multi-cap Equity category.

So not only did Graham subscribe to the idea that an index fund's market return should be viewed as acceptable for the average investor, but that in order to earn their standard fees, active managers have a duty to match or improve on the market return over relatively long (at least by today's standards) investment horizons.

In the three equity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year horizon.

The biannual SPIVA India Scorecard attempts to capture the performance of active funds (both equity and bond funds) domiciled in India against the S&P BSE benchmarks over different time horizons.

Poor risk - adjusted performance over a variety of time horizons is a stronger signal, particularly if that performance occurs during periods in which the fund's strategy should perform well.

The SPIVA ® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons.

Other important factors to consider include the fund's objective and strategy, cost, and pre - and post-tax returns over the long term, along with the investor's personal objectives, time horizon, and risk tolerance.

The red triangle represents the risk and return of the index - fund portfolio over the ten - year time horizon.

Similarly, over the five - year time horizon, some 42 % of these funds lagged the benchmark.

As you can see, our mutual fund screening process is usually able to select mutual funds that consistently outperform their benchmark indices (and ETFs and index funds) over most time horizons.

In our investing Models, alpha is the value of selecting open - ended mutual funds, compared to using benchmark indices, to fund the asset classes; given the same asset class mix, over the same time horizon.

While digital legal education is unlikely to be less expensive than in - person legal education, it may be structured and funded on a revenue neutral model over a sustainable time horizon, particularly as more widely adopted and mature digital platforms drive cost down.