Sentences with phrase «terms of asset class»

They have broad options in terms of asset class and geography, quick response times and lower overhead costs, which can translate to an overall better value for both borrower and investor.

This means you have to the diversified both in terms of asset class as well as geographically.

Portfolios of self - directed investors are less diversified, in terms of both asset classes and number of issues, than those of advised investors.

FRA: What would be your suggestions for investors, generically, in terms of asset classes?

It's the quickest way to show investors where they are and where the advisor wants to take them, in terms of asset classes and investment vehicles used to fund them.

Not exact matches

Bitcoin and a lot of its other virtual currency counterparts, really have elements of all of the different asset classes, whether they're meeting payment, whether it's a long - term asset, says CFTC Chairman Christopher Giancarlo.

«Bitcoin and a lot of its other virtual currency counterparts really have elements of all of the different asset classes, whether they're meeting payment, whether it's a long - term asset,» Giancarlo told CNBC on «Fast Money» Monday, live from the annual Milken Conference in Los Angeles.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

In other words, if you tighten monetary policy, certainly by more than is discounted in the market — and what's discounted in the market is very minor rising market — that will reverberate through asset class prices, as well as then you can have a situation in terms of the economy.

That's the most disheartening thing about the asset class — and one of the reasons why long term returns aren't where they should be.

Asset allocation The way an investment portfolio is divided among the broader asset classes of stocks, bonds, and short - term reseAsset allocation The way an investment portfolio is divided among the broader asset classes of stocks, bonds, and short - term reseasset classes of stocks, bonds, and short - term reserves.

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

CFTC Chairman Christophe Giancarlo went on record, saying that Bitcoin, alongside a lot of other cryptocurrencies share elements of different asset classes, regardless of whether it's a matter of long - term asset or means for payment.

Ultrashort - term fixed income asset class is comprised of fixed income securities with high quality, very short maturities.

Bonds, however, the investor's go - to asset class for safety, have experienced two separate corrections of 10 % or more in that time when looking at long - term U.S. treasury bonds.

The problem is that most investors think in terms of individual securities, funds or asset classes as opposed to considering how something will impact their overall portfolio.

The second subcategory consists of other asset classes with shorter histories of returns that make long - term analysis more difficult.

Ferrario says one of their more interesting features is their proprietary investment framework called economic regime - based asset allocation (ERRA) that monitors macroeconomic and market data to make portfolio adjustments with a medium to long - term outlook for each asset class.

The ImpactAssets 50 Review Committee selects firms according to a set of criteria developed to ensure that the list includes a diverse set of firms with experience in the field, scale in terms of AUM and investor base, commitment to impact and representing a range of approaches, asset classes and impact areas.

Speaking to host Melissa Lee the Chairman said «Bitcoin and a lot of its other virtual currency counterparts really have elements of all of the different asset classes, whether they're meeting payment, whether it's a long - term asset».

In terms of the future of the crypto space, Silver calls himself «a believer in blockchain technology» and mentions the Winklevoss twins and their idea that Bitcoin could replace gold as an asset class.

Investor demand for emerging market (EM) debt has been strong lately, as the near - term risk of trade wars has faded and income seekers have flocked to the asset class» higher yields.

Dozens of worldwide volatility indexes can serve as valuable tools for investors who wish to gauge intraday and long - term sentiment changes related to a variety of asset classes.

«Common shares» is the legal term that typically refers to the corporation's class of shares that holds the minimum rights described above (right to vote, right to receive dividends, right to residual value of the corporation's assets upon the corporation's liquidation).

Attempting to smooth out the ride for long - term investors over their investment time horizon is important — as it reduces the temptation to abandon a diversified allocation when one asset class is outperforming or underperforming others during a shorter period of time.

It's an interesting time in terms of different asset classes, but I don't see a lot of growth in the book.

The potential of PV solar as an asset class is especially attractive for investors who are looking for long - term, stable returns.

Bitcoin's most ardent supporters believe institutional adoption of the asset class will take the market even higher in the short term.

That's why at Oakmark we continue to spend all our time trying to identify undervalued stocks, and remain invested, so that we can fully participate in the long - term returns of the equity asset class.

«Simple Asset Class ETF Value Strategy» (SACEVS) finds that investors may be able to exploit relative valuation of the term risk premium, the credit (default) risk premium and the equity risk premium via exchange - traded funds (ETF).

These strategies each month allocate funds to the following asset class exchange - traded funds (ETF) according to valuations of term, credit and equity risk premiums, or to cash if no premiums are undervalued:

In their April 2009 paper entitled «Inflation Hedging for Long - Term Investors», Alexander Attie and Shaun Roache assess the inflation hedging properties of traditional asset classes over different investment horizons.

Managed futures as an asset class are historically non-correlated to the stock and bond markets over long term periods and encompass a wide range of trading strategies (generally taking long / short positions in futures contracts on equity indices, commodities, financials and currencies).

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

As such, although there is no necessary correlation or non-correlation between assets classes, managed futures as an asset class offer a potential diversification benefit over long - term periods, particularly during periods of significant market turbulence.

Broadly speaking, portfolios are split into a number of different «asset classes» like stocks and bonds, which vary in terms of how «risky» they are.

We do not expect history to repeat itself but the basic concept still holds; investing in different asset classes around the world and benefiting from the non-correlation of the markets over the long - term.

In terms of instruments that are available for trading on the Libertex trading platform, traders have a choice of 6 different asset classes namely commodities (agriculture), currencies, market indices, equities, Metals and Oil & Gas.

Asset allocation is just a fancy term for describing how much of different investment classes - stocks, bonds, cash, real estate, precious metals, rare Cabbage Patch dolls - you should have in your portfolio.

The first asset class I add is U.S. large - cap value, made up of large - cap stocks that are regarded as relatively underpriced, hence the term «value.»

In a nutshell, here it is: The portfolio starts with the Standard & Poor's 500 Index SPX, -0.14 %, then adds equal portions of nine other very carefully selected U.S. and international asset classes, each one carefully chosen to be an excellent long - term vehicle for diversifying from the S&P 500.

The asset allocations are limited to 3 broad classes of investments: short - term investments (such as money market accounts and certificates of deposit), bonds, and stocks.

Yes, there will be slightly larger short - term losses with the addition of the more risky asset classes, but these asset classes also rebound much faster when the market turns around.

The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.

If you take money out of the asset classes I have recommended in The Ultimate Buy and Hold article and podcast, and put the proceeds in commodities, you should expect lower long - term returns.

Almost all of the equity asset classes in that portfolio have outperformed the S&P 500 over the long term.