Sentences with phrase «termed alternative assets»

Yes, the major portion of my portfolio's invested in what are usually termed alternative assets.

Not exact matches

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

When we decide to sell assets or a business, we may encounter difficulty in finding buyers or alternative exit strategies on acceptable terms in a timely manner, which could delay the achievement of our strategic objectives.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Franklin Square Capital Partners originated a $ 260 million unitranche term loan to support the acquisition and combination of Trover Solutions and Equian by New Mountain Capital, a New York - based alternative investments firm that manages approximately $ 15 billion of private equity, public equity and credit assets.

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).

Founded in 2011 by Plants, a former Goldman Sachs executive, San Francisco - based Voce Capital Management is a fundamental value - oriented, research - driven alternative asset manager that takes concentrated, long - term positions.

In their April 2016 paper entitled «Protective Asset Allocation (PAA): A Simple Momentum - Based Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-market breadth.

Cash alternatives: Cash alternatives (or short - term instruments) offer a lower potential for growth than other types of assets but are the least volatile.

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

But in a section is called «High Risk = Low Returns,» Rustand argues that asset classes «such as Asian, emerging markets, or precious metals tend to have low long - term returns compared with less risky alternatives.»

Also known as asset based long - term care insurance, you can choose life insurance mixed with long - term care insurance as an alternative to traditional pure long - term care insurance.

Managed Futures are an alternative investment asset class that allows investors to simultaneously participate in multiple global market sectors such as currencies, energies, metals, short and long term interest rates, domestics and international stock indices and traditional commodities.

In tandem, the All Asset funds dialed back risk, as reflected by allocations to «dry powder» asset classes (i.e., short - term bonds, cash equivalents and alternative strategies) of 10.2 % in All Asset and 13.9 % in All Authority, levels meaningfully above the since - inception averages of 7.0 % and 7.5 %, respectiAsset funds dialed back risk, as reflected by allocations to «dry powder» asset classes (i.e., short - term bonds, cash equivalents and alternative strategies) of 10.2 % in All Asset and 13.9 % in All Authority, levels meaningfully above the since - inception averages of 7.0 % and 7.5 %, respectiasset classes (i.e., short - term bonds, cash equivalents and alternative strategies) of 10.2 % in All Asset and 13.9 % in All Authority, levels meaningfully above the since - inception averages of 7.0 % and 7.5 %, respectiAsset and 13.9 % in All Authority, levels meaningfully above the since - inception averages of 7.0 % and 7.5 %, respectively.

Prior to joining Schroders, Duncan was a principal in the Global Asset Allocation team at Aon Hewitt, where he was responsible for the development of the firm's long term strategic capital market assumptions, and driving its medium term asset allocation views across the full range of traditional and alternative asset claAsset Allocation team at Aon Hewitt, where he was responsible for the development of the firm's long term strategic capital market assumptions, and driving its medium term asset allocation views across the full range of traditional and alternative asset claasset allocation views across the full range of traditional and alternative asset claasset classes.

But there is an alternative if you believe you need the guarantee of a fixed premium through asset based long - term care insurance, which we will address below.

Cash also is considered an asset class, and includes not only currency but cash alternatives such as money market instruments (for example, very short - term loans).

The other alternative is to increase your income by getting some short term work or selling a non-income producing asset such as your vacation property.

An alternative would be an asset - based loan that amortizes your assets over the loan term.

Clearly, there is a common thread when the returns of all kinds of investors (retail and institutional) in all asset classes (stocks, bonds, commodities, and alternatives) fall behind the long - term returns of the funds they invest in.

My thinking was that bitcoins are clearly a long - term investment and by using my asset allocation model, I could provide room for them as part of my alternative investment allocation.

They also maintain a short position against the broad stock market to hedge against a market decline and invest the majority of their assets in cash alternatives and high quality, short - term fixed income securities.

Flows into alternative mutual funds and ETFs remained fairly constant over the year in terms of where the flows were directed, with a total of $ 20 billion of new assets being allocated to funds in Morningstar's alternative categories.

This means I may get a specific alternative asset thesis dead right, but still suffer significant near / medium - term pain & loss if equity markets deteriorate meaningfully.

But in terms of alternative investment assets & managers, there still exist interesting pockets of opportunity (albeit, perhaps more limited in size)-- while private equity firms have accumulated unprecedented levels of AUM / dry powder, and can thrive as well as ever in today's world, noting their gradual move into property & looking forward to a huge untapped opportunity ahead in infrastructure.

Whilst the RoE is somewhat below our long - term target of 10 - 15 % (5), and below our long - term average of 13.0 %, we are pleased with the RoE to shareholders over the first half, particularly given the poor results from many market indices and the performance problems of several alternative asset managers.

I remain just as bullish on the stock, long - term — the discount to NAV is still ridiculously large in terms of TFG's liquidity, lack of debt, value - enhancing tender offers & medium - term NAV performance... not to mention its increasingly attractive alternative asset management biz / platform that continues to grow by leaps & bounds.

But there are risks associated with moving a portion of one's assets to alternative asset classes with histories of offering lower long - term returns.

Money market funds are mutual funds that invest in cash - alternative assets, usually short - term debt.

Also referred to as asset based long term care, hybrid life policies offer an alternative to traditional long term care insurance.

There are alternative assets, reverse ETFs, etc which can fulfill a specific short term defensive role in your portfolio, but which can be very dangerous and are especially poor as a long term solution; while some people claim to use them for effective results, I haven't seen anything verifiable.

In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»

And there are many laws in place that prevent you from simply transferring your assets away to your kids or to a charity after you need Medicaid, making medicaid a poor alternative to long term care insurance.

An alternative strategy would be to choose term life while the business is growing and liquid assets are scarce.

Long term care riders and chronic illness riders attached to your life insurance can be a huge blessing to your estate as an alternative to using estate assets to pay for long term care.

But there is an alternative if you believe you need the guarantee of a fixed premium through asset based long - term care insurance, which we will address below.

Since many of the decisions made about the division of assets are difficult, if not impossible to change once the divorce is final, it is imperative to be fully informed of the short and long - term consequences of potential settlement alternatives, so that the family has the best chance of protecting its financial stability going forward.