Both products aim to marry the popular low-volatility strategy with the similarly popular high-yield equity strategy.
That finding by Citi Equity Strategy boss Tobias Levkovich is a compelling theme to consider at the start of 2013.
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David Bianco, head of U.S. Equity Strategy at Bank of America Merrill Lynch, says this is far too low for the equities market considering the condition of companies now.
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Although the notion of a currency-hedged equity strategy may be foreign to some ETF investors, it has certainly been one of the most popular strategies in the ETF industry since November.
The equity markets have been trending on the cheap side, but the Head of U.S. Equity Strategy at Barclays Capital, Barry Knapp, says four things need to happen in order for equities to trade higher .
The third planned actively managed ETF will be an all equity portfolio strategy that employs option hedging techniques.
One is a restaurant franchise, the other one is a life strategy equity venture.
"There are a lot of nuances you may be missing by focusing only on style and size, " says Savita Subramanian, head of equity and quantitative strategy at BofA Merrill Lynch Global Research.
Literacy must become the breakthrough strategy for equity and development that it can be.
There are economies of scale in oversight: While 10 or 20 basis points spent on oversight costs for a very large institutional investor might be prudent, that may be woefully inadequate for a smaller entity that is pursuing a high equity and highly diversified strategy.
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The Greenwich, Connecticut-based middle-market private equity firm is shifting its strategy to consumer products from industrial companies, says Ian MacTaggart, managing partner.
The alignment of forces creates a lucrative exit strategy for many private equity firms.
It's a common strategy in the way private equity is practiced in both China and the Gulf.
One Equity next zeroed in on its primary strategy: building the brand.
However, its core business strategy during a period of private equity ownership during the mid-noughties was to realise profit from selling its freeholds.
If Pennsylvania's teachers want to educate kids about justice and equity, they can start by ending a strategy that uses students as pawns to extract more taxpayer dollars.
The company launched four funds earlier this summer called the Rydex SGI Event Driven and Distressed Strategies Fund, the Long Short Interest Rate Strategy Fund, the Long Short Equity Fund and the Alternative Strategies Fund.
Obviously the above addresses the equity portion of your mix, however the same strategy can be used for bonds.
Now private-equity firms see the opportunity to pursue their classic strategy of buying firms by borrowing against cashflow, and then returning money to shareholders.
But, as growth slowed, the company embarked on an acquisition's strategy, which has been financed through private equity funding.
Aslihan Denizkurdu, with experience as an equity research analyst, is now a director of corporate strategy at Citigroup with a focus on emerging markets.
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Stephen Pope is the chief global equity strategist of Cantor Fitzgerald in London, covering debt and equity markets as well as economics, politics and corporate strategy.
We believe, the increased proportion of equity as an asset class and passive investing as an investment strategy presents much upside to BlackRock.
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The characteristics of an equity portfolio can be customized to complement an overall asset allocation strategy in meeting long-term return and risk objectives.
He contends that a similar spin-out strategy, though likely with less participation from private equity intermediaries, could be used to maximize the value of PayPal.
Steven Begleiter, who used to head corporate strategy at Bear Stearns and now works at a private equity firm, made the final table at the main event in 2009.
If Hon Hai decides to do so, it will very likely carve out a substantially larger Sharp equity share, and demand a much greater say in Sharp parent operations and strategy.
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As Sears pursues this strategy, the bigger issue will be what it can do to draw equity from its apparel and accessories category.
"I don't think you can blindly say a particular strategy will always do well, " says Wasif Latif, vice president of equity investments at USAA Investment Management Co.
The rest, roughly one-tenth, is composed of hedge funds, private equity investments and real estate. (For details on how to construct a hybrid bucket strategy using ETFs, see the table at the bottom of the next page).
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