Sentences with phrase «risk than a broad market»

The retail sector is divided into seven segments, all of which confer greater risk than the broader market.

This fund may be attractive to investors who are looking to at least beat inflation while taking less risk than the broader market.

«These new listings build on our successful suite of low volatility ETFs and are structured to help manage the highs and lows of the markets,» says Kevin Gopaul, Chief Investment Officer and Senior Vice President, BMO Asset Management Inc. «Our unique methodology seeks to provide investors with lower risk than the broad market while still offering growth opportunities.»

Since their 2011 inception, these four iShares min vol ETFs have delivered between 15 % to 20 % less risk than their broader market indexes on an annualized basis.

The retail sector is divided into seven segments, all of which confer greater risk than the broader market.

Mordy adds the caveat that ZDB may expose investors to more corporate issuer risk than a broad market bond ETF like BMO Aggregate Bond Index (ZAG).

For example, a tech fund carries more risk than a broad market fund.

The Fund will strive to deliver the upside potential of small - cap stocks without taking on more risk than the broad market index

Not exact matches

«We feel that this kind of investing at this part of the cycle gives us much better risk reward than let's say the broad beta,» or the broader market's return, she said.

While regional differences reveal a mix of threats that concern CEOs, they share a common increasing worry about broader societal developments — geopolitical uncertainty, terrorism, and climate change — rather than direct business risks such as changing consumer behaviour or new market entrants.

What's more, the returns of such a portfolio outperformed those of the S&P 500, resulting in a risk - adjusted return that's 50 percent higher than that of the broader market.

The fact that this ratio is now at the bottom band for most broadly defined stock indices suggests that the risk of continued underperformance by the broad market - versus large - cap indices - is substantially less than it was on April 5th, or even June 30th, when the most recent downdraft started.

We still have some exposure to «basis risk» - the risk that our stocks perform differently than the indices we use to hedge, but given that both the broad market and some of our industry group holdings are oversold relative to the S&P 100, I believe that the some of this potential for basis risk was reduced by the recent decline.

The quality portfolio may have higher risk - adjusted returns than the broad market, but it will also likely have lower overall returns due to the lower yield.

However, these higher yielding bonds are often the most risky, resulting in a lower risk - adjusted return than the broad market.

Third and finally, the traditional story misses the real function of private banks, which is to solve an information problem in the purest Hayekian senses. That is, banks are or should be specialists in risk assessment and risk taking. They should know their client, understand the local market and have their pulse on the broad economy. Arguably, if properly structured, they can and should do this better than other entities such as governments. In other words, the proper role of banks should be underwriting — lend money, hold the debt, and bear the risk. Which is a long - winded way of getting to the main point of this post.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

A sector funds tend to be riskier and more volatile than the broad market because they are less diversified, although the risk level depends on the specific sector.

Portfolios that are «tilted» toward value and small - cap stocks add more risk, and therefore should have higher expected returns than the broad - market indices over the long term.

It's one stop shopping for the average investor offering returns linked to the broad market, less work, lower risk than individual companies and low cost.

TCW / Gargoyle Hedged Value seeks long - term capital appreciation while exposing investors to less risk than broad stock market indices.

The quality portfolio may have higher risk - adjusted returns than the broad market, but it will also likely have lower overall returns due to the lower yield.

It is well established that low volatility strategies deliver higher risk - adjusted returns than the broad - based, market - cap - weighted benchmark over a long - term investment horizon.

If there is greater risk involved, such as the chance that you'll lose far more than the broad stock market during the next market slump and perhaps even see some of your holdings go bankrupt, the superior performance will likely continue.

Rooted in strong fundamentals, First Asset «s smart solutions strive to deliver better risk - adjusted returns than the broad market while helping investors achieve their personal financial goals.

Emerging markets are still more volatile and vulnerable to downturns than developed nations, but this fund's broad diversification among these countries tones down its risk.

So, it's important to know, if you have stocks in your portfolio that have very different characteristics than the broad market, those are going to drive the return variation of your portfolio, the risk of your portfolio.

We can classify all of these ETFs as smart beta because they're designed to capture one of the factors shown to have delivered higher returns than the broad market, or at least similar returns with lower risk.

In addition to the chance that we'll choose poorly and underperform the broader market, stock picking comes with way more risk than investing in mutual funds, because it concentrates your money in just a couple investments.

Some sector funds tend to be riskier and more volatile than the broad market because they are less diversified, although the risk level depends on the specific sector.

With more than 200 partners and 1600 staff, BLM is instructed on a broad spectrum of legal issues and acts for customers in key sectors such as construction and property, corporate risks, healthcare, insurance and indemnity, leisure, public sector, retail, technology, media and telecoms, transport and the London Market.

District judges and costs judges do not, as Lord Hoffmann observed in Callery v Gray (Nos 1 and 2)[2002] UKHL 28 at [44], [2002] 1 WLR 2000, have the expertise to judge the reasonableness of a premium except in very broad brush terms, and the viability of the ATE market will be imperilled if they regard themselves (without the assistance of expert evidence) as better qualified than the underwriter to rate the financial risk the insurer faces.»