Sentences with phrase «overall allocation of»

In an interview with National Law Review, Steven R. Petrie, Chief Strategy Officer at Faegre Baker Daniels LLP, said «I do believe that the most effective and successful firms will be those who continue to shift their overall allocation of marketing resources, toward the one - to - one, ground - game activities that are characteristic of true business development.»

In order to investigate whether trustee favoritism has an impact on the overall allocation of plan assets, the authors also examined the sensitivity of participant flows to the performance of trustee and non-trustee funds.

Instead, the investor should maintain an overall allocation of 70/30, but keep high tax liability investments in tax - advantaged accounts and low tax liability investments in taxable accounts.

You should also increase your portfolio's overall allocation of safe investments, such as GICs, short - term investment grade bonds, or real - return bonds.

This has also been a lower priority for me — my goal has been to first get the overall allocation of assets and diversification right, then get the tax treatment right (putting appropriate assets in the RRSP / TFSA / non-registered accounts), and only then deal with minimizing my cash - on - hand.

But technically, yes, I would have an overall allocation of more than 5 % in oil and gas.

Its overall allocation of $ 52.7 billion for all the agencies under its jurisdiction was $ 626 million less than the panel received in 2011, and a whopping $ 5 billion below the president's 2012 request for those agencies.

Not exact matches

Vanguard, Barrickman said, recommends investors have about 20 percent of their overall fixed income allocation in international bonds.

Investors with a fixed - income allocation in their portfolio should meet with their financial professional to ensure they understand the effect of rising interest rates on their overall portfolio, she said.

Moreover, programs designed to prevent moving may reduce beneficial mobility — leading residents to favor staying in place even when a move might increase their wellbeing or might be a better outcome for affordability in the city overall (if those moves then pave the way for higher - density development or better use / allocation of the existing stock).

But let me qualify that this section only applies to capital that you are willing to lose; high - risk capital should be a small percentage of your overall asset allocation.

While we have seen a perceptible improvement in the overall business due to the merchandise and the institution of the factory and mall allocation strategy, regrettably we are experiencing a disruption in our supply of some merchandise due to a dispute with a key vendor.

Overall, 56 percent of respondents said they expect allocations to be made through that vehicle.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

Your overall portfolio allocation and goals will be determined and a specific set of trades recommended.

So even if you're saving for a long - term goal, if you're more risk - averse you may want to consider a more balanced portfolio with some fixed income investments, And regardless of your time horizon and risk tolerance, even if you're pursuing the most aggressive asset allocation models you may want to consider including a fixed income component to help reduce the overall volatility of your portfolio.

He focuses on delivering asset allocation strategies and analysis of the overall macroeconomic and political landscape as defined by fundamentals, market sentiment and technical developments in the charts.

Review the investments offered by the plan and be sure that your asset allocation and the investments selected dovetail with your retirement goals and fit with your overall investment strategy including assets held outside of the plan.

But for getting an overall picture of your investments and allocation, Personal Capital is amazing.

The integration of gender diversity criteria into an investment portfolio should be considered alongside traditional asset allocation and overall investment strategy decisions.

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

The corporate trend has been towards smaller more focused companies that can make specific strategic decisions and better capital allocation plans rather than being obscured by the overall mass of the parent company.

Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and / or text message.

More directly, attribution analysis measures the portfolio effects of a given manager's investment decisions, focusing especially on overall investment policy, asset allocation, security selection and activity.

But for now, maintaining a small percentage allocation of short / bearish exposure may help to reduce overall portfolio risk by basically «hedging» until / unless the downtrend from the September 2012 highs is convincingly reversed by the formation of two «higher lows» and «higher highs» on the daily charts.

It's quite common for average investors to determine their overall asset allocation and then implement that same strategy in each of their accounts.

The net of our fixed - income activity in the quarter was to shrink the U.S. Treasury allocation while keeping the overall portfolio fixed - income duration virtually unchanged.

The primary purpose of your bond allocation is to decrease volatility of your overall portfolio — not to earn the biggest return possible.

The Fed's tendency to favor Treasury and agency securities when conducting monetary policy operations, though innocuous enough when banks hold only minimal excess reserves so that the Fed leaves only a relatively modest «footprint» on overall credit allocation, becomes a serious matter when banks pile - on excess reserves, turning the Fed into the central - bank equivalent of the abominable snowman.

Since December «17 I drastically pared back on my equity allocation (to only 25 % of my overall asset allocation) and reinvested in real estate Crowdfunding, similar to you with the proceeds from your SF house sale.

They are generating a lot of net - free cash flow and need to determine what to do with monthly, quarterly or annual lump sums of cash that need to be saved long - term and put into their overall asset allocation plan.

Onyekpere also expressed concern that the capital allocation to 10 key ministries as a percentage of debt service was 72.99 per cent while debt service was 84.49 per cent of the overall capital vote.

Because the allocation is proportionate to the agency's overall research budget, the Department of Defense is by far the biggest contributor, providing about half of the total funding.

That language is a bit confusing, because Title I is a formula grant program where districts receive fixed allocations based on the number of poor students they serve, as well as the overall funding levels in the state.

Comparing the benefits and costs of different allocation methods in order to choose the method that is most appropriate for some specific problem can result in more effective allocations and a more effective overall allocation system.

Under the president's budget proposal, released Feb. 6, overall discretionary spending for the Education Department would shrink by 5.5 percent, to $ 54.4 billion, compared with Congress» allocation of $ 57.5 billion for fiscal 2006.

This information can be used to determine how effective instructional practices are overall and also next steps for resource allocation according to the degree of indicated risk.

However, other councils with large overall spends have not made it into the highest allocations of funding.

For example, spring screening data can be used to provide evidence regarding intervention effectiveness, to evaluate instructional programs, to determine resource allocation (including assignment of students to groups for the following school year), to modify curriculum and instruction, and to monitor overall student growth throughout the academic school year.

As such, the inclusion of Science assessments in accountability measures helps to maintain a holistic balance, improving the overall fidelity of the accountability metric and better equalizing the allocation of resources between the subjects.

Prior to joining the SCPCSD, Bobby served as the Title I Team Lead for the Office of Federal and State Accountability at the South Carolina Department of Education Primary tasks included the allocation of federal allocation, monitoring school districts for compliance of applicable federal and state rules and regulations, approving school district Title I educational program applications, and overall business operations of the program.

The 1 % increase will see the overall annual teachers» pay bill for England rise by about # 505m to # 25.3 bn, with the extra cost to come out of the government's existing allocation of funding for schools.

Since an average salaried investor already has some money lying in bank savings, bank fixed deposits and EPFO / NPS and these are all fixed income investments, while investing they should include these in their overall allocation and then determine whether do they require any more of fixed income return streams or do they need to look at Equities for their allocations.

Asset allocation works hand in hand with risk aversion because if an investor is more risk averse and wants to preserve capital they may decide to purchase a collection of various blue chip large cap stocks in addition to bonds and certificates of deposit so if any one sector or instrument drops significantly the overall portfolio isn't as negatively affected.

This is something to be aware of when determining your overall asset allocation strategy today.

By increasing your cash allocation, you will dampen the overall risk of your portfolio.

Similarly, ARTKX is only 4.2 % of my overall portfolio and I plan on leaving this untouched in order for it to move closer to its targeted allocation of 5 - 7 %.

While relatively risk - averse overall, current income strategies can be included in a range of allocation decisions across a gradient of risk.

On the «Allocation» worksheet, enter your overall target asset allocations in the white cells of Column C.