Sentences with phrase «whole class of assets»

Not exact matches

He evaluates new ideas or execution tools to see if they can be scalable for BlackRock as a whole, or whether aspects of them can be transferred to other asset classes.

The scenarios used by the Bank of England are pretty apocalyptic, setting out major collapses in a whole heap of asset classes and a massive worsening of economic conditions.

«The majority of investments in this asset class will go to zero — that's the nature of a high - risk, high - return asset class — and the goal is to build a diversified portfolio where the handful of winners do well enough to provide outstanding returns across the whole portfolio.»

That type of situation coupled with concerns about China caused people to pull their money out of the emerging market asset class as a whole, but in our view, the markets overshot on the downside.

Wendy Harrison Bannister makes sure she looks at her family's DC pension and non-pension investments as a whole, so she can avoid the risk of having too much in one sector or asset class.

And yet when these volatile asset classes are combined, the result is the dramatically lower volatility of the portfolio as a whole.

A large portion of your premiums payments will be invested in the insurance company's investment fund in whatever asset class you prefer (stocks, bonds, mutual funds, money market funds, etc.) Over time, this has the chance to generate a much larger cash value in your insurance account than a traditional whole life policy does.

That is, you have to decide the percentage of each asset class you want in your portfolio, as well as the percentage of each asset in relation to your portfolio as a whole.

Our software constantly monitors your portfolio and triggers an alert when the percentage of an ETF, asset class, or whole portfolio is out of balance — not based upon a scheduled interval of time.

In one single transaction an investor can gain exposure to a whole region or asset class; at Scalable Capital one of the ETFs we use is an Emerging Markets ETF which contains over 1,900 securities.

And remember, a municipality's ability to tax their way out of problems ensures the asset class as a whole is pretty safe, Detroit bonds notwithstanding.

The topic of relative risk of single - asset class investing is a whole different set of conversations.

The investor base as a whole diversified, and all of the asset classes are subject to their greed and fear.

Obviously, it's difficult to pinpoint exactly what to invest in as there is a whole universe of asset classes that could help you build wealth, each one with its own unique rules and regulations, strategies and tactics, and best and worst practices.

Instead, it attempts to capture the returns of the overall market at the lowest possible cost by using index funds and exchange - traded funds (ETFs) that track entire asset classes, such as the entire Canadian or U.S. stock markets, or the whole universe of Canadian bonds.

Most of these new ETFs represent asset classes for which (as far as I know) dividend ETFs were not available: a MidCap Dividend ETF, a SmallCap Dividend ETF and a whole bunch of foreign dividend ETFs.

The remaining unitholders of record of converting advisor - class units as of the Conversion Date will receive a number of whole converted common class units of the same ETF with an aggregate net asset value («NAV») equal to the aggregate NAV of the units converted, based on their respective NAVs as of the Conversion Date (the «Conversion Ratio»).

To be proper when comparing whole investment portfolios, the mix of benchmark indices needs to called something appropriate, have the exact asset classes and weightings, the fees and rebalancings have to be the same, the time frame has to be the same, all security trades need to be the same, and cash flows have to all be the same.

When your portfolio includes a different fund for each asset class, it is easy to dwell on the individual parts rather than the whole and lose sight of your long - term goal.

That is the nature of an index; it earns what the asset class as a whole earns.

We advise a number of arrangers, sponsors and a variety of other participants, including rating agencies, on a wide range of asset classes, including trade receivables, commercial property, equipment leases, utility receipts, whole business consumer loan and HP receivables.

The new generation of policies offers 50 or more different accounts that cover the whole spectrum of management styles and asset classes.

The mistake made by the Russian people only became apparent several years later when a whole new class of oligarchs was born, who systematically stripped away assets from the newly - privatised enterprises.

I had to create a whole new structure for it... when they [investors] get their money back, their returns back, it is different types of asset classes they are going to get back.

As Futurism explained it, any investor who puts their money into the index fund will be betting on an asset class — cryptocurrency as a whole — versus any particular coin as has been the method of many day traders.

explained it, any investor who puts their money into the index fund will be betting on an asset class — cryptocurrency as a whole — versus any particular coin as has been the method of many day traders.

Forecasts vary depending on the asset class — office, retail, industrial, investment and multi-housing — and market, but as a whole Canada remains «on the radar for new capital investment» thanks to «a lack of volatility in the Canadian economy coupled with steady job growth» according to CBRE.