Sentences with phrase «portfolio of various assets»

This manager then turns around and invests this large pool of shareholder money in a portfolio of various assets or combinations of assets.

The authors concluded that in both the short and long term, it it difficult for investors to beat a diversified portfolio of various asset classes.

Not exact matches

A lot of academics have analyzed total market returns based on indices and done Monte Carlo simulations of portfolios with various asset allocations, and have come up with percentages that you can have reasonable statistical confidence of being safe.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos silver - gold property, with an Indicated Mineral Resource containing 80.9 M oz Ag and 732k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos, with an indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility..

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on expanding and advancing its flagship Diablillos property, with an Indicated Resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property, with an indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property, with an Indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property through the various stages of feasibility.

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist.

Investor portfolios are often diversified across a wide array of not only stocks (especially for those investing via mutual funds or ETFs), but also various asset classes (such as bonds and commodities) and geographic regions.

By combining various asset classes, an investor increases the odds of having a portion of his portfolio allocated to the «right» asset class at the «right» time.

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.

If you're not sure whether your portfolio is sufficiently diversified, you can plug the names or ticker symbols of your funds or ETFs into Morningstar's Instant X-Ray tool, and you'll see how your various holdings break down by, among other things, asset class, market sector and investing style.

It uses data from the Health and Retirement Study to examine the differences in various components of aggregate wealth (including nonhousing equity, housing equity, financial assets, and risky assets) and to inspect differences in portfolio choices by race and ethnicity.

Presented by: Jay Aizanman, Director of Strategy and Business Development, Desjardins Global Asset Management In this webinar presented by Jay Aizanman of Desjardins Global Asset Management, attendees will learn how to recognize the various features of exchange - traded funds and how they operate to aid the dynamic diversification of one's portfolio.

When rebalancing portfolios, it is also important that investors understand the true exposure of their mutual fund holdings to various asset classes.

As relative movements in the market for the various asset classes change the mix of assets in the portfolio over time, the adviser must rebalance the portfolio.

Kimmberly joined AVI in October 2003 as Business Development Director and is responsible for AVI's various asset gathering strategies, working closely with the managers of the client portfolios.

The efficient frontier is drawn from the risk - returns of various combinations of portfolio assets.

The best solution for nearly everyone is a welldiversified portfolio that has 30 % to 50 % of its assets in various fixed - income investments, such as bonds and GICs, and the remainder in a wide variety of stocks from Canada and other countries.

The exact allocation across the various income producing asset classes depends on many factors: size of portfolio, your age, your risk tolerance, your income goal, how long you can tie your money up for, etc..

Have a variety of asset classes in your portfolio and spread your investments over various geographical areas.

Choose from a wide selection of funds, across various asset classes, geographic regions and sectors, to complement your portfolio.

Prior to joining Wellington Management in 2006, Ian worked for Deutsche Asset Management in New York, where he was the lead portfolio manager for various technology sector funds and manager of a team of globally based technology analysts (2004 — 2006).

In addition, the differential tax characteristics of various asset classes and the different treatment of taxable investment accounts versus tax - advantaged retirement investment accounts creates valuable opportunities to optimize your overall investment portfolio returns from an after - tax point - of - view.

We adjust for risk as the cycle evolves thereby helping to keep our client's risk tolerance in - line with that of the various asset classes we hold in underlying portfolios.

Further, the Bekaert and Wang study attempted to devise ideal inflation hedging portfolios by combining various sets of assets, but they couldn't generate any portfolios that delivered a positive correlation with inflation.

A month ago, I wrote a post on asset allocation where I discussed the importance of having a diversified portfolio that consists of various asset classes.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

Once you have chosen your portfolio investment strategy, it's important to conduct periodic portfolio reviews, as the value of various assets will change.

Asset allocation is the strategy of dividing your investment portfolio across various asset classes like stocks, bonds, and money market securiAsset allocation is the strategy of dividing your investment portfolio across various asset classes like stocks, bonds, and money market securiasset classes like stocks, bonds, and money market securities.

When the investor spreads the portfolio across various classes of assets then it becomes easier to redeem funds in time of need.

Therefore, the careful selection and distribution of your investments among the various asset classes is likely to prove crucial to the future success of your investment portfolio.

You should have a diversified portfolio with 30 % to 50 % of its assets in various fixed - income investments (such as bonds and GICs), and the remainder in a mix of Canadian and international stocks.

Investment choices: A selection of mutual funds, including age - based portfolios, which are allocated among various asset classes and gradually get more conservative as the student nears college age.

Ancillary Revenue - Asset Management further maximizes the value of our portfolio through various strategic, ancillary revenue generating opportunities:

Since different assets do well across different periods of time, the best way to ensure that your portfolio remains stable is by investing in various asset classes depending on your goals, risk appetite and time horizon.

One of the biggest (if not the biggest) determinants of how well your investment portfolio does is how you divide your assets into various investment vehicles.

Deciding how much of various types of investments to include in your investment portfolio is broadly termed «diversification» or «asset allocation».

Basically, the portfolio manager will actively vary the asset allocation mix based upon their forecast of how well the various asset classes will perform relative to each other over some undefined period of time.

Asset allocation is the practice of dividing your investment portfolio among various asset categories such as stocks, bonds, real estate, currencies, natural resources and Asset allocation is the practice of dividing your investment portfolio among various asset categories such as stocks, bonds, real estate, currencies, natural resources and asset categories such as stocks, bonds, real estate, currencies, natural resources and more.

Knowing how various asset classes, industries and companies have performed under a full range of conditions, good and bad, will help give you a feel for what range of outcomes your portfolio might produce.

Commentary and analysis include, but are not limited to, the allocation of a fund's portfolio securities and other investments among various asset classes, sectors, industries and countries, the characteristics of the stock components and other investments of a fund, the attribution of fund returns by asset class, sector, industry and country, and the volatility characteristics of a fund.

We have also acted in the management and realisation of distressed asset portfolios for various US funds.

Your preference should really rely on your capacity to handle market variations, the structure of the various other assets in your portfolio, and the way you plan to utilize the insurance policy's cash value.

Our goal is to provide a fully integrated insurance portfolio which will provide protection for all the assets of your firm through the use of various insurance products and risk management techniques.

Deerfield Capital Management (Rosemont, IL) 11/2006 — 8/2007 Hedge Fund Accountant • Reconciled portfolio holdings and trade activity for various types of assets • Validated redemptions, interest / dividend receipts and payments, and subscription wires • Oversaw and reviewed reconciliation activities of accounting clerks and associates • Prepared GAAP complaint financial statements for various portfolios • Resolved financial report discrepancies with internal departments and external clientele • Maintained customer financial documents ensuring accurate recordkeeping

Stratafolio's technology enables investors to view portfolio data from various sources in one dashboard or to look at data in a single asset class, delivering insights into past, present and future performance of real estate holdings.

According to research by TIAA - CREF Global Real Estate that compares how well various asset types perform as inflation hedges, among 5,000 portfolios with five - year holding periods, but with random starting years from 1978 to 2011, the National Council of Real Estate Investment Fiduciaries Property Index's total returns for commercial real estate beat inflation 84 percent of the time, and by a huge 698 basis points, on average.