I think the secular equity bear market we are currently in could continue for several more years, thus, lower volatility dividend stocks may offer some protection while still
providing equity exposure.
FIAs are the right product at the right time for many pre-retirees and retirees because at least
they provide some equity exposure with no downside risk.
Designed to
provide equity exposure to developed markets (ex-US) with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices
Designed to
provide equity exposure to global small cap markets with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices
Not exact matches
In short, it
provides a broad, diversified
exposure to help balance out
equity risk.
We have two
equity strategies: the North American dividend growth strategy, which can potentially invest in any company that trades in North America, and the global tactical ETF [exchange - traded fund] strategy, which uses a combination of exchange - traded funds to
provide exposure around the globe.
The Fund is an ideal complement to bullion for investors interested in silver;
exposure to both
equities and bullion can
provide better risk - adjusted returns over the long - term;
This new solution invests primarily in
equity securities of U.S. small - cap companies that offer
exposure to niche areas of the market, aiming to
provide high growth potential and diversification benefits for Canadian investors.
With 5 ETFs and over $ 1.71 B in combined AUM, the
Equity: Developed Europe - Small Cap segment
provides exposure to the Developed Europe space with a focus on Small Cap securities.
To make the case, we
provide three examples that demonstrate how international
equity exposure can enhance portfolio performance.
Many funds take on leveraged
exposure to treasuries, which gives income and has
provided a negatively correlated return in times of falling
equity prices.
In contrast, the professional managers that operate downstream of individual investor flows, and that manage the various investment vehicles that
provide those investors with
equity exposure, probably exert less control over the market's absolute valuation.
Publicly traded property stocks
provide exposure to real estate, an illiquid asset class, without sacrificing the liquidity benefits of listed
equities.
Arts education today is more than instruction: it is also a barometer of our willingness as a nation to
provide equity through our public institutions.I applaud Rocco Landesman for bringing his important message directly to Secretary of Education Arne Duncan at their joint appearance at the Arts Education Partnership: «Arts
exposure is fine, but unless students are prepared for the art, unless teachers are integrating the art into the student's overall learning for the year, it remains
exposure, not education....
The goal, in part, is to increase educational
equity —
providing guidance so students in rural districts and districts lacking resources can get more
exposure to blended learning.
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.
The fund seeks to
provide diversified
exposure to the global
equity markets through a combination of individual stocks and exchange - traded funds (ETFs).
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.
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.
The Vanguard Small - Cap Index Fund Investor Shares (NAESX) operates as an index fund that seeks to
provide investors with
exposure to the U.S. small - cap
equity market.
Larry Swedroe in Rational Investing in Irrational Times
provides the following guidelines for the maximum
equity exposure depending on time horizon:
The Schroder Australian
Equity Fund
provides exposure to a range of quality stocks in Australia / New Zealand.
Smart beta products
provide exposure to
equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.
Lester Canadian
Equity Fund: For clients who have less than $ 500,000 in investments and who want
exposure to Canadian
equities, this fund was created to
provide greater diversification than can be achieved in a smaller segregated account.
The First Asset Long Duration Fixed Income ETF
provides exposure to longer dated government bonds, with the higher level of income and lower correlation to
equity markets that they
provide.
Managers Special
Equity Fund is designed to
provide broad
exposure to small cap, growth - oriented
equities.
In short, it
provides a broad, diversified
exposure to help balance out
equity risk.
To make the case, we
provide three examples that demonstrate how international
equity exposure can enhance portfolio performance.
Robust consumer spending is typically a friendly factor for the
equity market, and may
provide a reason to maintain
equity exposure, in my view, despite high
equity valuations seen over the past year and the lack of any significant market correction.
While global
equities are historically more volatile for U.S. dollar investors than in local currency terms, the Canadian dollar's procyclical nature has
provided an almost natural hedge that would have faded if foreign currency
exposure had been hedged (see the chart below).
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 g
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 g
equity securities that have the potential for long - term capital growth.
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.
The fund
provides exposure to
equities from developed - market companies outside the US and Canada
Direct
Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance —
Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund GROWTH — 2000 / month (10 year horizon)
Although global
exposure to
equities can
provide substantial diversification for a portfolio, many investors are content to stay within the confines of the U.S. when it comes to investing.
And, for the rest of your assets, maintaining
exposure to
equity markets and investing in inflation - linked bonds, such as TIPS or I - Bonds, can
provide an effective hedge.
The Fund offers
exposure to international
equities, while seeking to
provide investors with long - term capital appreciation.
As you probably guessed from the name of the ETF, this ETF is «designed to
provide investors with
exposure to the entire U.S.
equity market.»
Unless you think the old continent is doomed, or that emerging markets will never come back, now is not a bad time to get some
exposure outside the U.S. With a 50 % allocation to Europe, Japan and emerging markets, global
equity funds
provide that option.
Provides broad
exposure to developed
equity markets in Europe, Australia, and the Far East by covering large, mid, and small companies across all sectors.
«GSSC is a result of continued investor demand for products that offer a multi-factor investment approach,
providing exposure to small cap
equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strategies team.
Provides broad
exposure to the Canadian
equity market by covering large, mid, and small companies across all sectors.
WisdomTree Japan Hedged
Equity Fund seeks to provide exposure to the Japanese equity market while hedging exposure to fluctuations between the U.S. dollar and th
Equity Fund seeks to
provide exposure to the Japanese
equity market while hedging exposure to fluctuations between the U.S. dollar and th
equity market while hedging
exposure to fluctuations between the U.S. dollar and the yen.
The Schroder
Equity Opportunities Fund
provides exposure to a range of Australian listed companies across the full market capitalisation spectrum.
The Dodge & Cox International Stock Fund (DODFX) is a low - cost, actively managed fund that seeks to
provide investors with foreign
equity exposure.
The Index is designed to
provide a balanced
exposure to global
equities and fixed income and is comprised of ETFs.
In this case, investors would be looking for an ETF which
provides exposure to a basket of marijuana
equities.
FNG can
provide a high - growth complement or satellite
equity holding to a broadbased
equity allocation, while mitigating specific company risk for investors seeking efficient
exposure to the market leaders and disruptive innovators among technology and technology - related companies.