Sure, you can pretty easily find equity portfolios with ratings assessing their social and environmental impact.
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In our equity portfolios, Europe has forced us to keep about 10% to 15% cash.
As banks try to realise profits from their equity portfolios, so their selling depresses the market.
Most emerging market equity portfolios are benchmarked to the MSCI Emerging Market index.
The government's second proposal is to set up a share-buying fund to help shrink the banks' loss-ridden equity portfolios.
Unrealised gains from their equity portfolios are fast disappearing as the stockmarket slides.
Valuations of private equity portfolios on average remain slightly positive for 2011 in stark contrast to most other asset classes.
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Some, certainly, were concerned that falling stockmarkets risk destabilising the banks, which hold massive equity portfolios that are riddled with losses.
Those pension funds that switch part of their equity portfolios into bonds will have staved off some of the worst falls.
Vontobel Asset Management is dedicated exclusively in managing long-only global equity portfolios.
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Japan, for instance, managed to let its banks count some of their unrealised gains on their huge equity portfolios towards their capital.
It does not help that insurers have lost their appetite for insuring private equity, after some well-publicised write-downs on banks' private-equity portfolios.
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According to advisory firm Triago, the net asset values of private equity portfolios on average dropped between 3% and 5% in the three months following June 30.
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Many companies have large, unrealised losses in their equity portfolios.
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With the stock market tumbling in the third quarter and other warning signals flashing red, there has been speculation that private equity portfolios would be hit hard and show big losses.
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Flush with freshly printed money, investors were plowing it into venture capital and private equity portfolios, which in turn, showered it on what they believed were promising sectors of the economy.
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Japanese companies, which have been net sellers of equities for the past six years or so, are still selling them in order to avoid further unrealised losses on their equity portfolios.
Falling stockmarkets do not help insurers' equity portfolios either.
Unless you buy debt at distressed levels, the upside is limited and the downside decidedly less so, which is why bond portfolios cannot be diversified anything like as much as equity portfolios.
New accounting rules demand that they start valuing their equity portfolios at market value at the end of this month, which could constrain their ability to pay dividends out of retained earnings.
In anticipation of the euro, institutional investors are already starting to allocate their European equity portfolios by sector, rather than by country, and they will compare the quality of information provided by listed firms.
Valuations of private equity portfolios have now risen for seven straight quarters, a cumulative 40.1% rise that Triago claims puts net asset values nearly on par with pre-financial crisis peak levels reached in December 2007.
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Low interest rates, a mass cancellation of policies (which eats into cashflow) and a sinking stockmarket (which eats into unrealised gains on their equity portfolios), already mean that they are suffering a severe shortage of available funds.
Throw in deregulation, which gives depositors other places to place their cash, and a weak share market, which eats away at banks' unrealised gains on their equity portfolios and thus at their capital, and it is clear that many banks are in dire straits.
In his July 19 issue of Dow Theory Forecasts, Moroney advised holding 25% to 35% of equity portfolios in cash, a highly defensive posture based on the failure of the Dow Industrials and the Dow Transports to reach new recovery highs in the recent rally.
Lackluster performance of private equity portfolios and tight funding for new commitments have made them more discerning about how they go about investing in PE, far more selective in their choice of general partners (GPs) with which they invest and increasingly assertive about the terms and conditions on which they are prepared to do business.
While asset valuations of private equity industry portfolios have increased substantially, much of the rise has been not through exits but in unrealized gains.
Another option might be to use prices in the secondary market for private-equity stakes and portfolios.
A. and director of management sciences for Wells Fargo Bank, he was developing new quantitative ways to run equity and debt portfolios.
These members also sent letters and pertinent attachments to every state treasurer and attorney general in the country in August and again in November of last year urging a security-minded review of state equity and debt portfolios.
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