Sentences with phrase «strategic equity allocation»

We believe that a value - based approach should be a mandatory component of any long - term strategic equity allocation.

«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 %.»

Not exact matches

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

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

Budget $ 2.0 million in Supplemental Allocations to high need schools via the Equity Resource Formula (or similar criteria) and aligned with purposes identified in School Improvement Plans and consistent with the Strategic Plan and Equity Policy.

If your long - term strategic asset allocation is 60 % stocks, 35 % bonds and 5 % cash and a year's gains takes your stocks allocation up to 70 % stocks, you should sell some stock winners: enough to take the equity allocation back to 60 %.

Canadian institutional investors are increasingly using exchange - traded funds (ETFs) for strategic asset allocations, and are leading the world in the innovative application of ETFs to realize their investment strategies - even beyond equities - according to the Greenwich Associates 2015 Canadian Exchange - Traded Funds study.

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.

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

Furthermore, an allocation to commodities in a tactical asset allocation using monetary conditions consistently outperforms both a strategic commodities allocation and an all - equity portfolio.

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

If equity has gone over-weight in your portfolio compared to your Strategic Asset Allocation (which depends on age, investment horizon, liquidity requirement, etc.) we suggest not to withdraw.

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.

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.

A strategic asset allocation would have had the same percentage allocated to equities when they were selling at historically expensive prices compared to earnings as when they were selling at a fraction of those prices a few years later.