Sentences with phrase «wide equity portfolio»

We see this in table 3, which compares three equity allocations of the 50/50 world - wide equity portfolio.

But for many years I've been recommending a world - wide equity portfolio that adds nine other asset classes, all but one of which has outperformed the S&P 500.

Further, all - value adds very little risk to the world - wide equity portfolio.

Not exact matches

From a global income - oriented solution to a global equity solution, there is a Franklin Quotential Portfolio to meet a wide range of investor goals and risk tolerances.

For data on owning only 30 % in international equities, check this table for the world - wide portfolio and this one for the all - value portfolio.

To find all this data, check out this table of results for the world - wide portfolio with a 50/50 split between U.S. and international equities — and this table, which has thesame data for the all - value portfolio.

It manages a diverse portfolio covering all major markets world - wide, including a range of private and public equities, government and company bonds, property investments and various derivative instruments.

The goal I had in my mind when I built the portfolio was to have a portfolio that covers a wide range of asset classes such that it gives me the diversification I need, with both domestic stocks and foreign equities.

Index funds, on the other hand, present a simpler way to gain exposure to a wide range of equities and are a good option for investors who are looking to match market benchmarks or reduce their broader portfolio's overall risk profile.

The Fund's portfolio is comprised of an actively managed U.S. equity component and a broadly diversified managed futures component, providing both long and short exposures across a wide variety of financial and commodity markets.

A portfolio of private equity and bonds will do about as well as some equity index funds, on average, with a much wider degree of variation than the index funds.

Travis has also taught informal workshops on sustainable competitive advantage, business valuation, and the wider applications of behavioral finance and prospect theory, in addition to running a concentrated deep value / special - situations equity portfolio, which has returned 69.53 % since inception in June 2006 relative to the S&P 500's -6.08 %.

Ms. Suzuki works on a wide variety of transactions involving private equity sponsors and their portfolio companies, as well as public and private companies.

Rodrigo advises and counsels public and private companies as well as private equity firms and their portfolio companies in a wide range of transactions including acquisitions, full sales,...

We have extensive leveraged finance capability, delivering integrated bank / bond advice to underwriters and issuers, advising a wide range of non-bank investors and funds on all leveraged finance trends, including senior / bridge / bond commitments, private high yield and evolving intercreditor arrangements; as well as on new financing originations, restructuring, refinancing, distressed acquisitions, non-performing loan portfolio acquisitions, private equity and special situations.

IncentiveLife Legacy ® III offers you the opportunity to direct how a portion of your premium payments and Policy Account Value are invested among a wide array of investment options that include equity portfolios, bond portfolios and a money market portfolio.

Survivorship Incentive Life LegacySM offers you the opportunity to direct how a portion of your premium payments and Policy Account Value are invested among a wide array of investment options that include equity portfolios, bond portfolios, and a money market portfolio.