Sentences with phrase «portfolio of alternative strategies»

His portfolio of alternative strategies take the form of «planet levers,» relatively «focused efforts, targeted the right way» that «can translate into big outcomes» and that rely on a «handful of nimble actors — including a few key nations, states, cities and companies — to get started.»

Not exact matches

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cPortfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cportfolio risk and carry well within an ETF portfolio cportfolio construct.

David Saunders, founding managing director of K2 Advisors, presents a brief introduction to liquid alternatives and four common hedge strategies used in pursuit of what many may think is a surprising goal: reducing portfolio risk.

The strategies derive from three choices: (1) length of the rolling window used to calculate stock and market index betas (one, three, six or 12 months of daily returns); (2) portfolio holding period (12 months or three months); and, (3) portfolio tilt method (four alternatives).

Unless investors broaden their horizons to consider regional diversification and the inclusion of alternative strategies, satisfactory portfolio returns may be hard to come by.

Franklin Square is a manager of alternative investment funds designed to enhance investors» portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors.

Furthermore, an expanding interest in state - of - the - art portfolio construction has many investors seeking to complement the low - cost beta (market return) achieved through index strategies with the «diversified alpha» and «exotic beta» of alternatives.

However, by diversifying into other assets and employing a combination of hedging and alternative investment strategies, an optimal portfolio can be constructed.

For portfolios of substantial size, typically in the 6 figures or higher, this will include some niche strategies and alternative investments not currently represented by robo - advisor platforms or index products.

«As the popularity of alternative investments grows, many investors struggle with how to incorporate these strategies in a portfolio,» said Michael L. Sapir, Chairman and CEO of ProShares Advisers, LLC.

This has led to some investors exploring risk - factor - based asset allocation as a potential new framework for portfolio construction, and looking at alternative beta strategies in an effort to rectify the «defects» of conventional market portfolios.»

However, as a result of investors» pursuit of better - diversified portfolios and a recognition that systematic risk factors explain the majority of returns, the development of commodity alternative beta products is gathering pace... From our investigation in this study, there appears to be potential benefit in allocating into alternative beta strategies as part of a portfolio's commodity allocation, and we find that combining risk - based and factor - based commodity strategies has historically delivered higher return and lower risk than passive long - only strategies on their own.»

There are other interesting studies at Morningstar, (search Morningstar Optimal Withdrawal Strategy) where the reference point is knowing what you can't know about the future, and the practical alternatives are compared by again using a utility function, but at least considering probability of draining the portfolio or outliving an assumed time horizon, and using more realistic equity allocations.

He created several investment strategies, including the Sungarden Hedged Dividend portfolio, an alternative approach to the pursuit of income, preservation and long - term growth.

In practice, for me it has meant a combination of long / short strategies, options writing strategies, absolute return hedge funds, and liquid alternative portfolios.

Attendees will be familiarized with its benefits and risk, as well as alternative strategies also designed to potentially increase the overall return of their portfolio.

When appropriate for a client's portfolio, we offer alternative assets and strategies, with the goal of achieving 60 % of the stock market return with 40 % of the risk.

PAAMCO Alternative Beta offers a portfolio of alternative risk premia diversified across strategies, asset classes and impleAlternative Beta offers a portfolio of alternative risk premia diversified across strategies, asset classes and implealternative risk premia diversified across strategies, asset classes and implementations.

Features Adding Alternative Investments to a Stock / Bond Portfolio The risks of a traditional 60 % stocks / 40 % bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund stPortfolio The risks of a traditional 60 % stocks / 40 % bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund stportfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund strategies.

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes in the yield curve, and allocation among fixed income alternatives and inflation hedges.

AllianceBernstein's interactive website is designed to explain the array of liquid alternative strategies available, illustrate how they might fit into diversified portfolios, and explain how they may be used to either mitigate risk or enhance returns.

This portfolio expects to invest in positions that emphasize alternatives or nontraditional asset classes or investment strategies and, as a result, are subject to the risk factors of those asset classes.

Minimum volatility strategies seek to decrease the effects of the market's ups and downs over time by providing equity investors lower risk alternatives to traditional equity portfolios.

The individual investor is being «pitched» more and more these days by their own adviser and their firm to consider a small percentage of their portfolio into these «nontraditional strategies» and alternative investments.

The Aggressive Portfolio's asset allocation is comprised of ETFs that provide exposure to a mix of large cap stocks, government and corporate bonds, and an allocation of up to 15 % of the portfolio to alternative investment stPortfolio's asset allocation is comprised of ETFs that provide exposure to a mix of large cap stocks, government and corporate bonds, and an allocation of up to 15 % of the portfolio to alternative investment stportfolio to alternative investment strategies.

Therefore, by considering alternative equity strategies we provide a broader view of the potential benefits that can be achieved by incorporating commodity futures into equity portfolios managed along alternative style guidelines.

Personal Capital matches investors with one of about a dozen portfolio strategies, which may include a mix of individual U.S. stocks plus exchange - traded funds for fixed - income and alternative investments.

We're excited to give our clients the ability to select a personalized socially responsible investment strategy with our signature promise of a single flat fee as an alternative to paying high fees for an actively - managed portfolio or a tax - inefficient mutual fund.

The Multialternative category of funds, which are balanced portfolios made up of mostly alternative strategies, performed the best, beating the traditional 60/40 portfolio, the 50/30/20 alternative portfolio and the Moderate Allocation category.

Of course, stresses DeGoey, any strategy could be suitable or sensible since no one knows what the future holds for sure, «but it is likely prudent to build a more flexible portfolio based on multiple alternative possible outcomes rather than betting the farm on a single strategy / worldview.

This Dorsey Wright Insights illustrates a portfolio management strategy known as The Three Legged Stool which combines a core portfolio of tactical and alternative mutual funds with three active management strategies.

His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company's alternative ETFs.

2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»

Building on his pioneering work on the RAFI ™ Fundamental Index ™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably including «A Survey of Alternative Equity Index Strategies,» which won a 2011 Graham and Dodd Scroll and the Readers» Choice Award from CFA Institute, and «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies,» which won the 2013 Bernstein Fabozzi / Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management.

Professional investors Ian Barrass, James de Bunsen, and Peter Webster of the Henderson Alternative Strategies Trust pick three funds to help you diversify your portfolio.

«The overall effect of the liquid alternative strategy is a portfolio with potentially below - average risk that may rise in down markets while potentially participating on the upside,» Wang said.

She is responsible for managing both domestic and international equity index portfolios, including a variety of separate accounts, commingled funds, ETFs and alternative beta strategies.

The NACUBO institutions» portfolios included in this chart have the following investment allocation on average: 32 % equities, 7 % fixed income, 58 % alternative strategies, and 3 % in short - term securities / cash / other types of investments.

It will remain an important part of our energy portfolio for quite some time, until we've gotten alternative energy strategies fully in force.