Sentences with phrase «portfolio exposure to equities»

Until the developed stock markets retreat from record levels of valuation, we expect to have less portfolio exposure to equities going forward and more exposure to event driven situations such as liquidations and reorganizations that are not so dependent on the vicissitudes of the stock market for their investment return.

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

Not exact matches

Within global equity portfolios, investors raised their European exposure by 1.8 percentage points to 19.6 percent and trimmed U.S. holdings to 40.1 percent.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

Second, increasing credit exposure increases the risk of an entire portfolio due to the greater correlations between equity and credit.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

The resulting portfolio has a 30 % exposure to broad U.S. equities markets, including allocations of 10 % each to ETFs linked to dominant U.S. indices: the NASDAQ 100, the Dow Jones industrial average, and the MSCI USA high - quality index.

SUMMARY It's difficult to rationalise why there should be excess returns from high quality stocks The Quality factor needs to be constructed beta - neutral to achieve positive returns Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The concept of

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.

To make the case, we provide three examples that demonstrate how international equity exposure can enhance portfolio performance.

In my view, the market decline is an opportunity for investors to reorder their portfolios and perhaps increase equity exposures.

With stocks on shaky ground, investors with equity - centric portfolios may want to consider adding exposure to longer - duration bonds.

The Fund seeks to maximize total return by investing in a diversified, risk - balanced global market portfolio with exposure to global equities, sovereign debt, inflation - protected securities and commodities.

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.

Using the same process — mapping to the portfolio with the most appropriate risk level — would suggest that equity exposure drop by around 10 percent for the 55 year old and another 10 percent for a 60 year old, as the chart below shows.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

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.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

This reflects the likelihood that the unconstrained portfolio will contain more credit and equity exposure, both of which add to the overall riskiness of a portfolio.

In their tactical portfolios, they've dropped their equity exposure to 35 %.

In June 2008, ERAA would have adjusted portfolios to have limited equity exposure, and with exposure limited to sectors such as consumer staples, and to have stronger gold and fixed income exposure, particularly long - dated.

The strategy provides exposure to Sionna's large cap equity mandate and a concentrated portfolio of Canadian fixed - income securities issued by federal, provincial and municipal governments.

At the same time, even a domestic equity portfolio has an implicit exposure to foreign markets.

Exposure to the US dollar reduces volatility in a portfolio because the currency has negative correlation with the global equity markets.

For investors with a diversified portfolio, with some exposure to Europe, a «leave» vote will likely mean a drop in U.K. equities while gilts, or British Treasuries priced in sterling, will likely move higher.

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.

Furthermore, as most investors require fixed income exposure for income, liability management or to diversify the downside risk in their portfolios from equities, the asset allocation of the portfolio should be set with an eye to delivering a stable, absolute return over time.

A portfolio with 90 % exposure to equities is going to feel like being in a Formula 1 race car, while a portfolio of 90 % high - quality fixed income might feel more like riding in a horse - drawn carriage.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

This ETF offers exposure to dividend - paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio.

Second, increasing credit exposure increases the risk of an entire portfolio due to the greater correlations between equity and credit.

And in fact, research shows that 401 (k) participants who own target funds are less likely to end up in portfolios with «extreme» allocations for their age — that is, young savers with little or no equity exposure and older investors with all or nearly all of their money invested in stocks.

The Fund may be appropriate for investors looking to further diversify a portfolio with exposure to dividend paying equities

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

To make the case, we provide three examples that demonstrate how international equity exposure can enhance portfolio performance.

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in commercial real estate space across the US economy with exposure to all investment and property sectors.

The resulting portfolio features exposure to both domestic and non-U.S. developed market equities; the portfolio primarily consists of large capitalization growth stocks.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

Because of the implications of that for dollar strength going forward we have reallocated our portfolios to a broader swath of dollar - hedged, developed - market equities, but reduced our emerging market exposure.

One thing I certainly like about CINF is their portfolio, because they have equity exposure to a variety of companies that produce income for them.

They assign these portfolios to a framework that translates diversification, fundamental weighting and factor investing into core equity exposure and style investing (see the figure below).

Sally Brandon — Well we had her retirement account that we were managing and she was in a pretty aggressive portfolio but there was a little bit more room to take on a little bit more equity exposure.

The First Asset Canadian Buyback Index ETF (TSX: FBE) «provides investors with exposure to a portfolio of equity securities of quality companies with active share buyback programs that have significantly and consistently reduced their issued and outstanding share count.»

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

We focus on long - term portfolio protection and portfolio diversification, by bringing an enhanced CTA / managed futures model to market which is retaining exposure to commodity returns within the UCITS framework whilst excluding equity exposure.