Sentences with phrase «underlying asset classes»

Managed Advice ® portfolios are subject to the same risks as the underlying asset classes in which they invest.

Nadex contracts are based on underlying asset classes including forex, stock index futures, commodity futures, cryptocurrencies, and economic events.

The glide path adjusts the underlying asset classes periodically to become more conservative as the stated target retirement date approaches.

In this case there is no market risk as you are just swapping funds (hopefully to ones that you feel will better track the underlying asset classes).

You know what triggered ’08 was the underlying asset class, which the bubble was based on, in that case housing, those prices peaked and began to drop.

Variable Life Insurance (VUL) provides the flexibility of Universal Life, but also the potential to increase your cash value by allocating your money into various sub-accounts that invest directly in the underlying asset class, similar to mutual funds.

This doesn't make index ETF investing in fixed income flawed, since many of these issues are structural within the underlying asset class itself.

Variable Life Insurance (VUL) provides the flexibility of Universal Life, but also the potential to increase your cash value by allocating your money into various sub-accounts that invest directly in the underlying asset class, similar to mutual funds.

Variable Life Insurance (VUL) provides the flexibility of Universal Life, but also the potential to increase your cash value by transferring your money into different sub-accounts directly into the underlying asset class, similar to mutual funds.

Not exact matches

It's not always — sometimes you have a fund with safe underlying investment — but I don't know how you lump all the funds together and put them into a target - date fund or include it as an asset class in a typical portfolio.

«Broadly speaking, stocks, bonds and many different other asset classes are expensive, and they are that way because of policy, not underlying fundamentals,» he says.

«With Harbor, we could see things like funds tokenizing LP interest for illiquid asset classes, marrying the liquidity of markets with the illiquidity of the underlying assets owned by the fund.

However, our analysis suggests that their underlying properties would have also provided them with more resistance against rising inflation over the long term than the major asset classes.

Underlying Index or Asset: Consider the underlying index or asset class on which the ETFUnderlying Index or Asset: Consider the underlying index or asset class on which the ETF is bAsset: Consider the underlying index or asset class on which the ETFunderlying index or asset class on which the ETF is basset class on which the ETF is based.

This, along with its volatility and a broad lack of understanding of the underlying technology, has caused traditional investors to shy away from this new asset class.

The underlying funds can find yield across multiple asset classes or strategies without restriction.

«Recent returns over the last several years have outpaced underlying fundamentals across nearly all asset classes»

Now would be a good time to briefly mention the asset allocation of my investments — the underlying classes of investments compromising our total portfolio.

Since funds are structured differently according to how they gain exposure to the underlying asset, an exchange - traded fund's tax treatment inherently depends on both the asset class it covers and its particular structure.

Then after a self - reinforcing cycle that boosts that now favored asset class to an unsupportable level, the cashflows underlying the asset can no longer support it, the market goes into reverse, and the VAR models encourage an undershoot.

As a result, the architecture underlying many of the investment ideas they've heavily marketed — wide asset allocation and «alternative» investments (commodities as an «asset class», hedge funds)-- generally continue to flounder.

These underlying assets include major asset classes such as currency pairs, commodities, ETFs, options and stocks.

We believe the fixed income universe is extremely diverse — it can be broadly classified into four key asset classes, namely sovereign, investment grade credit, sub-investment grade credit and cash, each with its underlying sectors.

Maturity class of option: Options of the same type (put or call) on the same underlying asset with the same expiration month.

Investing in commodities indices that are constructed using long or short positions in futures on physical commodities whose value is determined based on the price of the underlying physical commodity plus yield and that trade on public markets that provide adequate liquidity and transparency, with negligible costs and no storage deterioration risk, offer a practical method to gaining commodities exposure and can provide a means for market participants to access the five components of the returns of the asset class.

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

The â $ œ7Twelveâ $ is a diversified, balanced portfolio that contains 7 core asset classes and 12 underlying â $ œsub - assetâ $... Continue reading 10 Questions for Craig Israelsen, Author of «7Twelve»

Now would be a good time to briefly mention the asset allocation of my investments — the underlying classes of investments compromising our total portfolio.

There are 3 underlying sub-asset (or investments) in the â $ œUS stockâ $ asset class: large cap US stock, mid-cap US stock, and small cap US stock.

The fund is a «fund of funds,» meaning that it seeks to achieve its objective by investing in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles.

We adjust for risk as the cycle evolves thereby helping to keep our client's risk tolerance in - line with that of the various asset classes we hold in underlying portfolios.

6 Bonds, Money - Market Instruments and Other Underlying Assets A diversified portfolio usually contains not just stock funds but bond funds too, and other assets clAssets A diversified portfolio usually contains not just stock funds but bond funds too, and other assets classets classes.

Cambria will invest in underlying ETFs spanning all the major world asset classes including equities, bonds, real estate, commodities, and currencies.

The asset class of each underlying fund is based on its predominant investments under normal market conditions.

Allocates primarily to a combination of Franklin Templeton equity, fixed income and alternative funds, based on each underlying fund's predominant asset class.

Then after a self - reinforcing cycle that boosts that now favored asset class to an unsupportable level, the cashflows underlying the asset can no longer support it, the market goes into reverse, and the VAR models encourage an undershoot.

CFD is a financial instrument that allows traders to invest in an asset class without actually owning the underlying equity index, commodity or bond.

After plugging the names or ticker symbols of your funds, you'll be able to see how your portfolio looks overall, how your savings are broken down by different asset classes, what you're paying in underlying expenses and where holdings of these many funds may overlap.

The asset classes of the underlying reference obligations include corporate, asset - backed, residential mortgage - backed and commercial mortgage - backed securities.

A look at a simple, robust framework for estimating long - term asset - class forecasts, and its underlying assumptions, offers insights as to how asset managers can build a portfolio to meet investors» future financial needs.

Due to the random nature in which the simulations are generated and the regular updating of historical asset class data, the results may vary with each use and over time, even if the underlying assumptions are not changed.

The fund's allocation to a specified asset class, style class and underlying fund will change over time.

Included in the current universe of underlying funds are five unaffiliated funds: two within the domestic large - cap equity style class and three within the fixed income asset category.

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.

A CFD is a derivative that allows traders to gain exposure to movements in asset classes, such as stocks, without owning the underlying asset.

Developed deep insight into underlying root forces, variables, and trends that influence, control, and ultimately affect asset classes and securities.