Sentences with phrase «benchmark index model»

A way to tell is to compare the S&P 500 return to the Moderate Benchmark Index Model s returns.

The Fee - Based and Load Models are for advisers and the Benchmark Index Models are for use as benchmark portfolios to compare passive - vs.

The Benchmark Index Models have actual returns without needing a spreadsheet to calculate them, because there are no fees or switches (but they are not rebalanced nor adjusted for past weight changes).

Not exact matches

With this model academics tried to explain why an active fund manager outperformed or underperformed a benchmark index.

In order to remedy this situation, we constructed rules - based, benchmark models using both relative and absolute momentum applied to market indices.

SoFi Indices are comprised of the total return on each of the asset class benchmarks used and are weighted to mirror the current asset allocation of each stated SoFi Wealth model portfolio.

The NSE, for instance, now has a NSE Quality 30 (companies with most sustainable business models), CNX Alpha Index (50 stocks with the highest alpha), NV20 (20 companies that meet value criteria), which may be good benchmarks for active funds.

The objective of the Odlum Brown Model Portfolio is to beat the performance of the Canadian benchmark stock index, the S&P / TSX Total Return Composite, while limiting risk and preserving capital.

We used the same allocation as the Moderate or Aggressive Model, but funded with benchmark indices.

This alpha number quantities the value of our mutual fund screening process (because the only difference between these two models is that one is funded with the current mutual fund picks, and the other, just benchmark indices).

Then everything in the model is held the same, except all of the actual investments are swapped out and replaced by the benchmark index, or index mutual fund or ETF, that best represents each asset class.

It's updated monthly for the S&P 500, Barclays & S&P US Aggregate Bond Index, MSCI EAFE Int» l stock index, our Moderate Fee - Based Model, and our Moderate Model funded with benchmark indIndex, MSCI EAFE Int» l stock index, our Moderate Fee - Based Model, and our Moderate Model funded with benchmark indindex, our Moderate Fee - Based Model, and our Moderate Model funded with benchmark indices.

The third row has the returns for the exact same model funded with benchmark indices.

Patented analytical model identifies optimal set of market factors driving benchmark index returns.

Below is the same 15 - asset class models funded with benchmark indices.

This is the same asset allocation model as the actual VA model we recommend, but funded with benchmark indices (that can't be invested in).

The passive Models are funded with benchmark indices, and / or index mutual funds, to provide the needed investing benchmarks.

The graph at the very bottom of the Index Model (also shown on the demo) shows how the Fee - Based Models have done when properly compared to their benchmarks.

In our investing Models, alpha is the value of selecting open - ended mutual funds, compared to using benchmark indices, to fund the asset classes; given the same asset class mix, over the same time horizon.

The table comparing our Fee - Based Moderate Portfolio Model to its proper benchmark index, the markets, an American Funds Model, is here on the main asset allocation tutorial page.

For such a multi-asset portfolio, you could use the 7Twelve Index, calculated by S&P Custom Indices and — full disclosure — based on the model I've created, as a benchmark.