Sentences with phrase «riskier portion of its assets»

Not exact matches

Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments.

However, greater stability in oil prices over the second half of the month — alongside the positive tone of economic data — helped spark a wider rebound in riskier assets, with equities collectively recovering a significant portion of the losses they had sustained since the start of 2016.

Unfortunately, in a world in which cash pays next to nothing and even riskier assets, like stocks and bonds, have a lower long - term expected return than they once did (according to a BlackRock analysis using Bloomberg data), holding a sizeable portion of one's retirement savings in cash could prevent many from reaching their financial goals.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

Then in this case, you can afford to put a large portion of your investments in risky assets such as stocks because you will still have enough time to wait for the stock market to recover even if it crashes today (look what happened in 2008 and 2009 and where the markets are today).

The Manager views such liquidity as a strategic asset and may invest a significant portion of cash and liquid assets in other more risky securities at any time, particularly under situations where markets are weak or a particular industry's securities decline sharply.

As it is now, a large portion of the FHLBs may no longer deserve their AAA ratings because of the losses they may take from risky mortgage assets.

As investors get older, they should keep this type of allotment for a portion of their portfolio but begin to decrease the size of that portion, putting part of their portfolios into less risky assets like cash or Treasuries.