Sentences with phrase «provide asset class exposure»

Risk Managed ETFs: Designed to provide asset class exposure in order to manage downside risk.

Not exact matches

At its most basic level, tax - loss harvesting is selling a security that has experienced a loss — and then immediately buying a correlated asset (one that provides similar exposure, ideally in the same asset class) to replace it.

The trusted authority on digital currency investing, Grayscale provides unparalleled market insight and investment exposure to the developing digital currency asset class.

The State Street Target Retirement 2040 Composite Index consists of several different indexes, and is designed to provide exposure to a variety of asset classes.

Eligible funds provide exposure to five broad asset classes: developed international growth stocks, US growth stocks, US investment - grade bonds, US REITs, and gold.

BlackRock's investment team will research and identify ETFs and mutual funds that provide exposure to a mix of income - producing investments across asset classes and sectors around the globe.

Our Strategic Advisory Services group provides investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure.

The State Street Target Retirement 2025 Composite Index consists of several indexes, and is designed to provide exposure to a variety of asset classes.

If you like fancy finance jargon — the Black Litterman model and mean variance technique and asset classes that provide exposure to diverse sources of beta — we've got plenty of that.

There are also managed funds that provide exposure to specific asset classes that are hard to reach via index funds.

Publicly traded property stocks provide exposure to real estate, an illiquid asset class, without sacrificing the liquidity benefits of listed equities.

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.

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.

As in 2016, our two Vanguard picks provide low - cost exposure to this key asset class in both currency - hedged (VSP) and unhedged (VFV) versions: Vanguard S&P 500 Index ETF (CAD - hedged) trading under the ticker VSP; and Vanguard S&P 500 Index ETF, trading as VFV.

If you're a typical long - term investor, your portfolio should provide you with the broadest possible exposure to the major asset classes.

They provide exposure to the performance of a pool of stocks, bonds or other asset classes included in the index, as well as different regions and sectors.

Alpholio ™ provides current information on the exposure of mutual funds to various asset classes.

BlackRock's investment team will research and identify ETFs and mutual funds that provide exposure to a mix of income - producing investments across asset classes and sectors around the globe.

Investing in commodities indices that are constructed using long or short positions in futures on physical commodities whose value is determined based on the price of the underlying physical commodity plus yield and that trade on public markets that provide adequate liquidity and transparency, with negligible costs and no storage deterioration risk, offer a practical method to gaining commodities exposure and can provide a means for market participants to access the five components of the returns of the asset class.

Invests broadly across the floating rate loan market, providing diversified exposure to the asset class and its many sectors, credit tiers and issuers.

Additionally, our index - based portfolios use ETFs to ensure broad exposure to multiple asset classes, which provides diversification within each strategy and for the overall portfolio.

He advocates adding alternative asset classes and strategies that provide exposures that are less correlated with stocks, U.S. bonds or cash, and suggests alternative ETFs are a good way to do so.

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

Then, you simply have to buy index funds that provide you with exposure to different asset classes and rebalance occasionally.

(TheStreet.com: Jul 29, 2013) TheStreet.com features ProShares Liquid Private Equity ETF (PEX) as one of a few exchange traded products that provide exposure to private equity, an asset class that until recently has been difficult for retail investors to gain access to.

The two core funds — XGR, a growth fund and XCR, a conservative fund — are designed to provide one - stop exposure to the major asset classes.

Vanguard Group has grown at a 21 % annual rate over a forty - year period rising from nowhere to becoming the largest mutual fund complex in the world, with USD 3.2 tn in assets under management and a variety of ETFs which provide both sector - specific and broad exposure to different asset classes.

And in both asset classes, exposure to international investments can provide a source of potential returns during U.S. market slumps.

Invests broadly across the floating rate loan market, providing diversified exposure to the asset class.

Sub-advised by Landry Investment Management Inc. («Landry»), HMA will seek long - term returns by providing exposure to selected global asset classes on a risk - adjusted basis, primarily through investments in ETFs.

One way to do that is by assembling a group of individual funds or ETFs each of which provides exposure to a specific asset class — large - company stocks, small shares, government and corporate bonds, etc..

Over time, small - cap stocks have provided exposure to a segment of the equity market that has offered faster growth, good risk - adjusted returns, and relatively low correlation with larger - cap stocks and other asset classes.

Invests broadly across the floating - rate loan market, providing diversified exposure to the asset class.

Publicly traded property stocks provide exposure to real estate, an illiquid asset class, without sacrificing the liquidity benefits of listed equities.

The asset mix of an ETF generally aims to track the performance of an index or provide exposure to an asset class.

Insurance companies provide different funds, each with different fund composition in terms of exposure to various asset classes.

The proposed funds would provide exposure to bitcoin futures contracts, giving investors a new way to diversify into the digital asset class.

ESMA concluded that «Due to the specific characteristics of cryptocurrencies as an asset class the market for financial instruments providing exposure to cryptocurrencies, such as CFDs, will be closely monitored.»