Finally, managers say they continued to see a steady stream of allocations from pension funds and other institutional investors.
For the same reasons, allocations from pension funds and other institutional investors persist.
Another factor in play is the untracked amount of allocations from pension funds and other institutional investors into the loan market.
At the same time, uncertainty about the economy kept stock and stock fund allocations from rising significantly at the expenses of bonds and bond funds.
Lost ticket revenue, lower conference allocations from bowl game appearances, and lower game-day revenues from event operations would also have a multi-million dollar impact on the program.
FORBES: Cam-ibalized: The Financial Repercussions of the Cam Newton Scandal
In the foreign currency space, investors seem to have shifted allocations from comparatively expensive low-beta names in Latin America like Colombia into Asian currencies with upside potential.
FORBES: For Global Investors This Year, U.S. Stocks Not A Favorite
An ancient system of water rights means that many farmers pay only modest amounts to obtain their annual allocations from the Rio Grande, and poor pipelines and irrigation systems allow lots of water to leak out.
They also continuously rebalance your account when stock-bond allocations stray from targets.
President-elect Barack Obama has a similar national policy for the US, and a new report by humanitarian charity Oxfam calls for this model to be applied to rich country emissions allocations, with auctioning taking over from free allocations.
Each point on this line represents a potential portfolio that can be built from allocations of the most efficient assets.
This may partially be due to the fact that some AAII members have already shifted their allocations, particularly from bonds to dividend-yielding stocks.
While enrollment remains much lower than projected, the average cost of medical claims per enrollee in some states has been much higher than anticipated, leading a number of states to request greater allocations of funds from the program.
FORBES: Low enrollment but high costs for Pre-Existing Condition Insurance Plans
The trouble is that these bonds may not be the best way to achieve diversification from bond allocations in an overall portfolio.
FORBES: Are Your Bond Holdings Raising Your Portfolio's Risk Profile?
It should be noted that although equity allocations are down significantly from last month, they are not at levels that suggest investors are eschewing stocks and stock funds.
But under current EU law only 10% of allocations can be auctioned from 2008 to 2012: one worry here is that a primary auction could let a big buyer corner the market.
In the middle years, total equity allocations for 2025 funds ranged from 48 to 84 percent.
FORBES: More Worries for Defined Contribution Plan Fiduciaries (August 31, 2006)
This study merely concluded that based on how these investors behaved, 90% of their returns were derived from their asset allocations.
FORBES: Focus On Assets And Liabilities When Planning Your Portfolio
Stock and stock fund allocations did receive some benefit from improved optimism about the short-term direction of stock prices, however, with individual investors being more bullish in July than they were in June according to our weekly Sentiment Survey showed.
And before Cinderella can get invited to this ball, it has to compete with the ever-increasing multi-million dollar media rights allocations both Michigan and Louisville get from their respective conferences.
Allocation of assets to distressed debt will remain essentially unchanged from 2010, with distressed allocations exceeding 40% of assets under management for 27% of those surveyed.
FORBES: Distressed Debt Investors Prefer Real Estate In 2011
Equity allocations declined 1.3 percentage points from September.
Another factor to watch: a slow but steady shift away from equities into greater fixed income allocations.
As a result, investors may want to consider reducing allocations to commodities in their investment portfolios for 2012 from the levels they had set in 2011, but I would not recommend retreating entirely from commodities as an asset class.
FORBES: Don't Wait Too Long To Inflation-Proof Your Portfolio
Consultant conflicts may be responsible for over-allocations into equities since consultants may derive substantial brokerage income from equity managers they recommend.
FORBES: Time��s Running Out For America��s Pensions (May 1, 2003 )
When an amount is withdrawn from or added to your retirement account, your overall allocations can be shifted.
Investors who maintained their allocations to stocks in the face of the financial abyss have mostly benefited from the rebound.
FORBES: Two Years Into The Bull Market, Portfolio Lessons Still Apply
If your cumulative losses and distributions from the partnership are less than the cumulative contributions and income allocations, it is not very important.
That conflict--advising individual investors on share purchases while trying to win investment banking business from corporate clients--led to unseemly initial public offering allocations, overly rosy research and perhaps, in the case of Enron, collusion.
This will stem from global banks shrinking their loan books and rich countries' credit allocations turning nationalist.
When viewed from a local currency perspective, the mid-range for optimal gold allocations increased to 8.4% to 10%.
应用推荐