Sentences with phrase «specific assets invested»

Not exact matches

You'll likely need to invest in multiple types of insurance, including basic property protection as well as specific asset protection and general liability insurance, in case someone is injured on your property.

Because the Fund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

Such concentration may increase the risk that events affecting a specific geographic region or asset type will have an adverse or disparate impact on such investment funds, as compared to funds that invest more broadly.

Because the fund invests its assets primarily in companies in a specific country or region the fund may also experience greater volatility than a fund that is more broadly diversified geographically.

Invests on behalf of a business with $ 5 million in assets and which was not formed for the specific purpose of acquiring the securities offered

Personal Capital will recommend the specific dollar amounts to invest or reinvest in each asset class to get you to an optimal asset allocation.

It has been often researched and opined that the types of assets one invests in is more important for long - term total return than specific securities selected.

Rather, Dever lays out in specific detail several actionable investing strategies with different return drivers and low correlations to popular asset classes.

Because the fund invests its assets primarily in companies in a specific region, it is subject to greater risks of adverse developments in that region and / or the surrounding areas than a fund that is more broadly diversified geographically.

Our goal is to highlight the experiences of those who invest in alternatives — including which strategies they use to seek specific outcomes — to build broader understanding of this asset class.

Because the Fund may invest at least a significant portion of its assets in companies in a specific region, including Europe, the Fund is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

In certain circumstances, you may want to check the coverage and rules, carefully, and only invest the assets in your brokerage account in a way that gives you maximum protection at all times, including adhering to certain account limits or trading of specific types of securities.

Participants are invested in a globally - diversified, passive portfolio of up to 10 asset classes, personalized for their specific goals and time horizon.

Instead, I'd buy and hold according to the parameters specified by my specific asset allocation and long term investing goals.

Rather, Dever lays out in specific detail several actionable investing strategies with different return drivers and low correlations to popular asset classes.

You are quite specific about setting out the reasons for investing in a fund, and you are equally disciplined about getting rid of it when the reasons for owning it change, e.g. asset bloat, change in managers, style drift, no fund managers who are in Boston, etc., etc..

An online investing platform might suggest an asset allocation, but you should also understand which specific equities you hold.

For a new investor with limited experience, investing in a low - cost index fund along with a goal - appropriate asset allocation strategy may give you a better risk - adjusted return than picking specific company stocks.

Rather than choosing individual assets, you invest in index funds and ETFs that follow the performance of specific groups of assets.

IB Asset Management runs these portfolios by managing a firm - owned account that invests in the assets underlying the specific index corresponding to each portfolio.

Stocks are for anyone looking to invest in a specific company or companies, anyone looking for growth or dividend income in his or her portfolio, and anyone with a higher risk tolerance for investing in assets that fluctuate in value and are not guaranteed.

Because the funds invest their assets primarily in companies in a specific country or region the fund may also experience greater volatility than a fund that is more broadly diversified geographically.

In fact, the tool best suited to deal with the specific dangers a bear market presents is our DAA strategy, which rotates among six different asset classes, investing in the top - performing three at any given point in time.

IB Asset Management replicates the trading in these brokerage accounts in the accounts of clients investing in each specific Asset Allocation portfolio in order to implement its replication - based investment process; and

ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.

May invest in a specific type of property such as residential, industrial, office buildings, shopping centres or hotels, or in a diversified portfolio of real estate assets either in Australia or overseas.

I don't know the specific individual, but if they reach out to me I'd immediately apologize for calling them an «ass - clown» & «idiot» — that was completely inappropriate language... Now you push me on it, I'm sure I can find far more appropriate language to describe somebody who thinks it's fucking acceptable to sell a Frontier Markets ETF which happens to have 51 % of its assets invested in a single country (Chile — actually an emerging market for the past decade or two).

So, for example, if you want help for a specific issue — say, deciding where to invest an IRA rollover or deciding when to take Social Security — as opposed to ongoing advice, you could always hire a financial planner willing to work for a flat fee or on an hourly basis rather than paying a percentage of assets each year.

Portfolios invested exclusively in one type of asset class will disproportionately do well — even add alpha — in a specific type of market environment, but do poorly in another.

Some funds invest in a specific type of assets whereas others are diversified across a variety of assets.

Most allow you some control over the mix and risk level of your super investments but you generally can't choose the specific assets your super will be invested in.

Whichever route you decide to take, a good place to start your search for specific investments is with the Money 50, an assortment of mutual funds and ETFs managed funds that have been screened by Money editors and that cover a broad spectrum of asset classes and investing styles.

You can choose to invest in a single asset class, such as global shares, or a specific sector, such as mining shares, but this will usually mean your returns are much more volatile so you may have big gains one year and big losses the next.

Because the Fund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.

Tactical Asset Allocation refers to moving assets or investing at a specific time in order to leverage changes in the market.

3 Market - Linked CDs are linked to the performance of specific underlying assets and are not equivalent to investing directly in that asset.

If a pre-existing investment portfolio (a set mix of asset classes funded with specific investment vehicles) exists before one invests in it, then it's a Model Portfolio.

The moving average timing model is either invested in a a specific stock, ETF or mutual fund, or is alternatively in cash or other risk - free asset based on the moving average signal.

The other important goal that law firms accomplish by investing in intangible resources is to start building firm - specific assets.

A specific part of the premium is assigned towards the sum assured, while the remaining part of the premium gets invested in asset markets — equities and debt.

In other words, what percentage of your portfolio is invested in specific assets such as stocks, bonds and real estate.