Sentences with phrase «passive equity portfolios»

He also serves as a senior portfolio manager for a number of the group's passive equity portfolios.

He also serves as a senior portfolio manager for a number of the group's passive equity portfolios.

A passive equity portfolio invested 60 % in Canada and 40 % abroad would have returned roughly 75 % in the past decade.

There, he was responsible for all facets of passive equity portfolio management and trading, overseeing a $ 185 billion passive investment business for the world's third - largest quantitative manager.

Not exact matches

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

SUMMARY Smart beta ETFs are based on factor investing research Excess returns from smart beta ETFs are different from factor returns Investors need to be aware that smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Blackrock, a provider of active and passive

If you have a 60/40 portfolio, a good starter is the passive, multi-asset Vanguard Lifestrategy 60 % Equities, a 60/40 fund with low costs.

(I think it's useful for UK investors to be aware of the US perspective, because passive investors are likely to have as much as 50 % of their equity portfolio invested in American companies.)

«Equity attribution variables continue to expand as asset managers are developing new types of smart beta portfolios that blur the lines between passive and active investment styles,» Wolstenholme said.

Thanks to my steadily growing portfolio of equities, ETFs, bonds, fixed deposits and day - to - day funds, I was once more able to earn a decent stream of passive income last month.

Of course, if we limit our universe to S&P 500 equities, then the U.S. Equity Indexer's portfolio is passive (relative to that universe).

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.

So before I can get the two - fund portfolio I can want, I can use three ETFs, VTI, VEU / CWI, and BND, to build a passive portfolio that gives me the broadest exposure to both the equity and fixed income markets.

As I understand it, the only true passive equity strategy is owning all the stocks in the opportunity set prorated by size (market index portfolio).

Thanks to my steadily growing portfolio of equities, ETFs, bonds, fixed deposits and day - to - day funds, I was once more able to earn a decent stream of passive income last month.

Thanks to my steadily growing portfolio of equities, ETFs, bonds, fixed deposits and day - to - day funds, I was able to create a decent stream of passive income in the past.

So, I have to admit that next time the opportunity comes along to increase exposure to Canadian equities, I would be rather tempted to add the Horizons AlphaPro Managed S&P / TSX 60 ETF to the passive ETFs already tracking Canadian equities in the portfolio.

But I know that continuing to acquire equity in wonderful businesses means my snowball will roll downhill at ever faster rates, and when / if a correction does come, the passive income my portfolio throws off will buy even more new shares than before.

No one was truly passive, and many were beating the global market portfolio simply by tilting toward at minimum, an equity premium.

The one exception to this rule is during the April 1975 to June 1981 business cycle, a time when a passive small - cap equity portfolio performed exceptionally well.

As the vast majority of investors choose the conventional route of active management through mutual funds (the second half of the book is a stinging critique of the shortcomings of active management), the author says that constructing a well - diversified, equity - oriented, passive portfolio is an unconventional investment strategy but provides the best chance of success.

As my benchmark I used a passive portfolio made of TD E-series Funds (40 % Bond, 30 % CDN Equity, 20 % Intl Equity, 10 % DJIA Index) and did regular monthly purchases from March 1, 2002 to present.

I should note that the Global Volatiliy Fund is not an index fund, but actively managed by Vanguard's Quantitative Equity Group, so this portfolio is also 50/50 passive / active.