The funds include Equity Fund, Top 300 Fund, Equity
Optimizer Fund, Growth Fund, Balanced Fund, Bond Fund and Money Market Fund
BSL MIP 2 Wealth 25 Fund Growth BSL Short Term Opportunity Fund Growth BSL Dynamic Bond Fund Growth BSL Treasury
Optimizer Fund Growth
Not exact matches
Passive managers use our index data, equity factor models and
optimizer to construct their index
funds and ETFs.
I bet you can juice up the
optimizer with some international stocks and say 5 % EM exposure... More expensive
funds, but I bet it will push the efficient frontier out.
In a 2013 article called Stop Playing With Your
Optimizer, Brad Steiman of Dimensional
Fund Advisors offers a dramatic example of what can go wrong.
Short - Term Debt
Funds Source: Morningstar; As on 23 - Nov - 2017; Category — Aditya Birla Sun Life Treasury
Optimizer — Intermediate Bond Category — Tata Short Term Bond
Fund — Short Term Bond
This problem is compounded by
optimizers that work at the asset level (e.g., mutual
funds), because a mutual
fund may change the way it does things quarterly (which instantly negates all of the past return data which the correlation coefficient numbers were based on).
In those studies, the asset class
optimizer uses only groups of assets, such as bonds, to represent an actual bond mutual
fund.
The only way to know for sure what you're getting is to optimize at the actual asset level, using that exact mutual
fund's return data, because the
optimizer will tend to choose the small - cap
fund with the highest beta.
Switching can be done to change between
funds and also between investment options except to the Return
Optimizer Option.
Under the first Return
Optimizer Option, the net premium is initially invested in Maximizer
Fund.
Under the Return
Optimizer Option, the net premium is initially invested in Maximizer
Fund.
• Investoo.com, a London - based online education company that offers Forex, Binary Options and CFD courses, raised $ 2 million in
funding from
Optimizer Invest, Kinetic Investments and Right Casino's Sam Miranda.