Sentences with phrase «strategy as the alternative investment»

Hedge fund management company Fortress Investment Group has inked a deal to exit its Convex Asia strategy as the alternative investment industry braces for what could one of the largest shakeouts since the financial crisis.

Not exact matches

Actively managed ETFs in Canada are becoming more popular as investors continue to seek ways to build in more flexibility and diversity in their investment portfolios, for example, through alternative strategies, preferred shares or senior loans.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

He served as Director of Markets at the London Stock Exchange PLC (LSE) and Head of its Alternative Investment Market (AIM), where he led the exchange's transformational growth strategy focused on driving market efficiency and resulting in a fivefold increase in market size.

In some cases a premium domain can be effective in helping with your tax strategy too (please ask your accountant for details); or can work as an alternative asset (like Bitcoin), a way to store investment value in «the cloud» forever, that is easy, anonymous, and cheap to control and move around (ask a pro).

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Alternative investment strategies are more important than ever as investors emerge from the most dramatic market crash of a generation.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

«Our dynamic, entrepreneurial approach to alternative investments allows us to identify new assets, asset classes and strategies and deliver them as co-mingled or segregated offerings for our global client base.

Among the alternative investment strategies, private capital strategies with typically longer - holding periods (such as buyouts and private infrastructure) may hold an advantage over hedge funds or those private capital strategies with typically shorter - holding periods (such as distressed debt and direct lending).

With industry assets under management currently estimated at $ 10 trillion, the alternative investment world now encompasses a dizzying range of asset classes, trading strategies, derivatives and opportunity sets that are as arcane and sophisticated as the technologies that spawned them.

«As the popularity of alternative investments grows, many investors struggle with how to incorporate these strategies in a portfolio,» said Michael L. Sapir, Chairman and CEO of ProShares Advisers, LLC.

ALTS allocates among a set of underlying ProShares ETFs that employ alternative and non-traditional strategies such as long / short, market neutral, managed futures, hedge fund replication, private equity, infrastructure and inflation - related investments.

The combination of call premium plus dividend yield is one of the more popular investment strategies as an alternative to low - yielding treasury rates.

Understanding how alternative investments react to fluctuations in the market is vital as you create your investment strategy with a self - directed IRA.

Besides the obvious, investing in a certain company's stocks and trading, there are a number of alternative ways that can be conducted when trading to establishing a strategy, with the possibility of making a profit with a company's shares as an investment choice.

The subaccounts expect to invest in positions that emphasize alternative investments or nontraditional asset classes or investment strategies and, as a result, are subject to the risk factors of those asset classes.

This portfolio expects to invest in positions that emphasize alternatives or nontraditional asset classes or investment strategies and, as a result, are subject to the risk factors of those asset classes.

NextShares funds can invest in all the same asset classes and strategies as mutual funds, including equity, income, alternative and multi-asset investments managed in a wide range of active styles.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

The Global Asset Management segment offers investment capabilities and styles across all major traditional and alternative asset classes such as equities, fixed income, currencies, hedge funds, real estate, infrastructure, and private equity that can also be combined into multi-asset strategies.

We're excited to give our clients the ability to select a personalized socially responsible investment strategy with our signature promise of a single flat fee as an alternative to paying high fees for an actively - managed portfolio or a tax - inefficient mutual fund.

Alternative investment strategies may include long / short and market neutral strategies; bear market strategies, tactical strategies (such as debt and / or equity: foreign currency trading strategies, global real estate securities, commodities, and other non-traditional investments).

Consistent with such purposes, [Mr. Scott] may seek to engage in future discussions with management of [ASYS] and may make suggestions concerning [ASYS]'s operations, prospects, business and financial strategies, assets and liabilities, business and financing alternatives and such other matters as [Mr. Scott] may deem relevant to his investment in [ASYS].

NextShares can invest in all the same asset classes and strategies as mutual funds, including equity, income, alternative, and multi-asset investments.

The «satellite» portion may be allocated 100 % to domestic and international equities strategies and alternative strategies such as futures, commodities, options, FX or even exotic investments such as vintage cars and art.

This book contains a collection of Buffett's own writings on topics such as stock valuation, M&A strategies, alternative investments, and more.

Diversification is an investment strategy aimed at managing risk by spreading your money across a variety of investments such as stocks, bonds, real estate, and cash alternatives; but diversification does not guarantee a profit or protect against loss.

«This survey was conducted immediately prior to a 10 % drop in equities prices and a spike in market volatility, so it's prescient that many institutional allocators were already planning significant allocations to alternative investment strategies, which offer investors the potential for downside protection as well as asymmetric returns that are uncorrelated to traditional market risks,» Ron Biscardi, Context's co-founder and chief executive, said in a statement.

He advocates «policies that are simple, transparent, and focused rather than the increasingly popular alternative tactics, such as illiquid instruments and vehicles, leverage, and complex, opaque investment strategies.»

It's a matter of supply and demand: With the mega wealthy from Beijing to Bogota snatching up pieces by Jeff Koons and Andy Warhol as both a pastime and investment strategy, many buyers are seeking cheaper alternatives to trophy art.

Here's what is required (leaving aside Theresa May's electorally hamstrung inability to deliver much of it): The entire cabinet and every business leader the government's black book can muster, on stage for the launch of the new strategy; an explicit declaration that this, full decarbonization of the economy, is the post-Brexit economic strategy; clear and attractive retail policies, such as a diesel scrappage scheme, tax breaks for green investment, new apprenticeships, a green home building program; an open invitation to all opposition party leaders to share a platform to support the plan with a declaration that while they may not agree on every component they fully endorse the over-arching goal; a willingness to shame those party leaders who play party politics and refuse to turn up; a fortnight - long program where each day sees a new cabinet member explain how the plan will transform parts of the economy; a Royal Commission on the flaws of GDP as an economic measure and the viability of alternative quality of life metrics; and, yes, a brave assertion that carbon intensive industries will have to transform or be scaled back, backed by a decarbonization adaptation fund to help affected communities respond to this global trend.