Sentences with phrase «strategic allocations»

The company itself will keep 15 per cent of the tokens, and the other 15 per cent will be used to grow the network, such as strategic allocations to prospective security industry partners.

The company will keep 15 percent of the tokens, while the other 15 percent will be used to grow the network, including strategic allocations to potential security industry partners.

Whereas first - generation TDFs generally only make small annual adjustments, the DynamicBelay series is said to offer overall strategic allocations that are adjusted over longer periods, the way most investment advisers would manage a long - term portfolio.

There are four distinct Strategic Allocations that vary according to risk tolerance:

«As the survey shows, Canadian institutions are leading the world not only in how much they use ETFs, but also in the ways they are using them - from strategic allocations to achieving fixed income exposures and replacing derivatives.

And while our overall strategic allocations may not change every year, we are committed to ensuring that our glide path reflects current retirement industry data along with PIMCO's latest economic research and analytical modeling.

Most efficient frontier portfolios (portfolio with highest expected return per unit of risk) and long term strategic allocations with the highest sharp ratio are ~ 60 - 70 % U.S. domestic, 20 - 30 % Int» l Developed, and 5 - 10 % Emerging Markets (ticker VWO)

The investment plan includes strategic allocations to ensure high - quality charters, develop facility solutions, recruit and train school staff, support policy advocacy, and fund management.

We favor stocks overall, but advocate strategic allocations to government bonds including TIPS for diversification purposes — even in the case where bonds underperform cash.

We advocate a strategic allocation to government bonds, despite their low potential returns, for this reason.

Changes within the strategic allocation tend to result from broader global macro trends that are increasing either risk or opportunity.

Therefore, a strategic allocation to a mix of inflation - resistant asset classes may be a sensible approach.

«If investors have a long - term, strategic allocation to fixed income, the Fed's activity shouldn't change that,» Tucker said.

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

We advocate a strategic allocation to government bonds, despite their low potential returns, as a buffer against equity market selloffs.

A strategic allocation to a mix of inflation - resistant assets may help investors manage the risks of inflation.

If the flows were not reacting to near term performance on a relative basis, then it is being used in a strategic allocation.

These blog entries address this strategic allocation question.

The strategic allocation of police resources may be partially responsible for suppressing crime in the area.

Sometime in mid-summer Victory CEMP Multi-Asset Balanced Fund (CTMAX) will be absorbed by Victory Strategic Allocation Fund (SBALX).

Putnam takes a closer look at the benefits of traditional GICs as part of a strategic allocation within stable value strategies.

Sizemore Capital is making a strategic allocation shift for all ETF portfolios with U.S. large cap exposure.

We advocate a strategic allocation to government bonds, despite their low potential returns, for this reason.

To enhance the potential for yield, the Fund also has a strategic allocation to international bank loans and high - yield bonds.

They are complemented by a strategic allocation to high yield and emerging market debt.

The result is a portfolio with a strategic allocation personalized to your goals and your individual investment risk tolerance.

I was researching the subject and reading Strategic Allocation to Premiums in the Equity Market by David Blitz which concludes that an entire porfolio of smart beta can produce a premium above the market, and better risk adjusted returns than a single factor.

I'm viewing this as a short term holding situation, not a long term strategic allocation.

The Liquid Real Assets group's investment approach focuses on active stock selection with a top - down global overlay of strategic allocation and risk management.

The Benefits of AXA Strategic Allocation Portfolios Managed by AXA Equitable

Tactical asset allocation simply adjusts the strategic asset allocation for a short time with the intention of reverting back to the strategic allocation once the short - term opportunities disappear.

Please note that AXA Strategic Allocation Portfolios entail fees and costs in addition to the fees and costs incurred in the Portfolios» underlying investment earnings.

In the May 2013 version of their paper entitled «Strategic Allocation to Commodity Factor Premiums», David Blitz and Wilma de Groot examine the performance and diversification power of the commodity market portfolio and of alternative commodity momentum, carry and low - risk (low - volatility) portfolios.

We began our analysis by considering the benefits of a simple strategic allocation to commodity futures of 5 %, 10 %, or 15 % (i.e., constant mix portfolios over the entire sample period).

Both the strategic allocation approach and the tactical allocation approach dominated the all - equity portfolio.

Specifically, we looked at wealth accumulation for three investment strategies: (1) 100 % in the small - cap portfolio; (2) a strategic allocation of 85 % in the small - cap portfolio and 15 % in commodities; and (3) a tactical allocation of 85 % in the small - cap portfolio and 15 % in commodities during restrictive policy periods, and 100 % in the small - cap portfolio during expansive policy periods.

Conversely, strategic allocation is a buy and hold strategy.

The Strategic Allocation Fund seeks current income and moderate appreciation of capital.

The fund has a strategic allocation of assets primarily among equity, fixed - income and alternative (non-traditional) underlying fund investments (largely Franklin Templeton funds) and an income generation strategy, which will include derivatives.

For example, the longer - dated funds in MFS» TDF series have a strategic allocation of 28 % to international stocks.

Or, better yet, just make a strategic allocation to a few solid alternative funds that have some downside protection built into them.

We advocate a strategic allocation to government bonds, despite their low potential returns, as a buffer against equity...

AdvisorOne Funds, AmericaFirst Quantitative Funds, Arrow ETF Trust, BlueArc Multi-Strategy Fund, CLA Strategic Allocation Fund, Compass EMP Funds Trust, Copeland Trust, Equinox Funds Trust, Forethought Variable Insurance Trust, Hays Series Trust, Miller Investment Trust, Morgan Creek Series Trust, Mutual Fund Series Trust, Neiman Funds, Nile Capital Investment Trust, North Country Funds, Northern Lights Fund Trust, Northern Lights Fund Trust II, Northern Lights Fund Trust III, Northern Lights Variable Trust, OCM Mutual Fund, The Multi-Strategy Growth & Income Fund, The Saratoga Advantage Trust, Vertical Capital Income Fund, Total Income + Real Estate Fund, Tributary Funds, Inc., Two Roads Shared Trust and Princeton Private Equity Fund.

Life cycle funds go by many names — strategic allocation, asset manager, personal strategy, life strategy, target retirement — but the common theme is that they offer specific asset allocations and investment selections for specific investment objectives — all bundled up in one fund.

Therefore a strategic allocation to cash, above and beyond what one would need in case of an emergency, represents a large opportunity cost.

Please note that AXA Strategic Allocation Portfolios entail fees and costs in addition to the fees and costs incurred in the Portfolios» underlying investment earnings.

Not exact matches

«I could say, «strategic, tactical allocation, active, passive», etc., and their jaws are going to hit the ground,» he added.

«This is up from the all - time low of 43 % we observed in July 2012, but well below the historical strategic equity allocation of 60 - 65 %.»

He is responsible for establishing long - term strategic asset allocation benchmarks, implementing client - specific allocations, and managing tax - free fixed income portfolios.

The strategic «core» allocation invests in North American, Europe, Australasia and Far East (EAFE) and Emerging Markets equity and fixed income ETFs.