Sentences with phrase «changes in a market index»

Fixed index annuities are a type of fixed annuity that earns interest, in part, based on changes in a market index, which measures how the market or part of the market performs.

FIAs offer the opportunity for tax - deferred growth based in part on changes in a market index, plus the option to convert your annuity into a steady, guaranteed, lifetime income stream, all while protecting your hard - earned principal from the uncertainty of market volatility.

Opportunity to earn interest based in part on changes in a market index, coupled with the security of principal protection.

Indexed annuities, a specific type of fixed annuity, also provide guarantees, as well as the opportunity to earn interest based on changes in a market index or indices.

Not exact matches

«International investors have embraced the positive changes in the accessibility of the China A shares market over the last few years and now all conditions are set for MSCI to proceed with the first step of the inclusion,» Remy Briand, MSCI Managing Director and Chairman of the MSCI Index Policy Committee, said in a release.

On Monday, Cramer wanted investors to keep an eye on the risky, leveraged funds that enable traders to bet against volatility, defined as the amount of uncertainty in the size and direction of changes in the market and most commonly tracked by the CBOE Volatility Index, or VIX.

The S&P 500 ® Index is an unmanaged, capitalization - weighted index designed to measure the performance of the broad US economy through changes in the aggregate market value of 500 stocks representing all major industIndex is an unmanaged, capitalization - weighted index designed to measure the performance of the broad US economy through changes in the aggregate market value of 500 stocks representing all major industindex designed to measure the performance of the broad US economy through changes in the aggregate market value of 500 stocks representing all major industries.

Which all goes back to my point — since companies change in a lot of unpredictable ways, it makes more sense for passive income to just ride the market by investing in a Total Domestic Stock Market, Total Bond Market, and Total International index funds, with allocations that depend on your goals and time homarket by investing in a Total Domestic Stock Market, Total Bond Market, and Total International index funds, with allocations that depend on your goals and time hoMarket, Total Bond Market, and Total International index funds, with allocations that depend on your goals and time hoMarket, and Total International index funds, with allocations that depend on your goals and time horizon.

It has become more likely for stock prices to make large swings — on the order of 3 percent or 4 percent — than it has been in any other time in recent stock market history, according to an analysis by The New York Times of price changes in the Standard & Poor's 500 - stock market index since 1962.

The Index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

«By utilizing an annual adjustment, Claria can be better positioned in this changing market environment, which should provide clients with increased confidence in their index choice.»

The index is a dynamic measure of personal wealth based on changes in markets, the economy and Bloomberg reporting.

However, during periods of market turbulence, defined as the top quintile of monthly changes in the VIX (corresponding with about a 15 % or greater rise in the spot VIX Index), momentum underperformed quality by approximately 40 bps per month.

The amount of return you receive on an exchange traded note depends on and is based on the performance of a specific market index; whereas, the value of the exchange traded note is affected by changes in credit ratings...

One - Year Rolling Correlation in Weekly Price Change of 45 Markets against the MSCI All Country World Index As of November 3, 2017

The Hang Seng index is a market capitalization weighted index which tracks daily changes of the 48 largest companies in the Hong Kong stock market.

The strong rally in the U.S. Dollar againstall major Forex markets has put this index in a position to change the trend toup.

The labor market conditions index (LMCI) assesses changes in labor market conditions.

The composite indexes and the regional indexes are seen by the markets as measuring changes in existing home prices and are based on single - family home re-sales.

Traders can use stock index futures to limit risk associated with changes in stock market prices.

In the US, Mercer reports that director compensation has increased partially due to increased market regulations like the Sarbanes - Oxley and Dodd - Frank Acts, as well as increased time commitments by boards.In this report I explore the changes in Canadian director compensation on the S&P / TSX Composite Index between 2009 and 2012 in the wake of the Financial CrisiIn the US, Mercer reports that director compensation has increased partially due to increased market regulations like the Sarbanes - Oxley and Dodd - Frank Acts, as well as increased time commitments by boards.In this report I explore the changes in Canadian director compensation on the S&P / TSX Composite Index between 2009 and 2012 in the wake of the Financial CrisiIn this report I explore the changes in Canadian director compensation on the S&P / TSX Composite Index between 2009 and 2012 in the wake of the Financial Crisiin Canadian director compensation on the S&P / TSX Composite Index between 2009 and 2012 in the wake of the Financial Crisiin the wake of the Financial Crisis.

Annual interest is calculated using a unique formula based on changes in the performance of stocks (S&P, Dow Jones, NASDAQ), bonds (Capital Markets Bond Index), or commodities (CBUE).

Some indices ignore the market capitalization of companies and instead account for changes in a company's stock price.

Investments in commodities may be affected by changes in overall market movements, commodity index volatility, changes in interest rates or factors affecting a particular industry or commodity.

- Founded by South African - born Gary Boom, Bordeaux Index has grown rapidly on the back of its informal, unstuffy approach and now employs over 40 staff operating from offices in London's Hatton Gardens, Hong Kong and Singapore LiveTrade — the online wine trading platform launched in 2009 — tracks live changes in the prices of 80 - 100 of the most liquidly traded wines on its market - making screen.

Nestlé was included in the FTSE4Good Index not because it changed its marketing policies and practices, but because the FTSE4Good Breastmilk Substitutes Criteria were weakened in 2010.

The S&P 500 Index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

First Asset, which has one bond ETF that uses a forward agreement, has already issued an opinion on this matter: «Based on its review to date, First Asset believes that these changes will not affect First Asset Morningstar Emerging Markets Composite Bond Index ETF... or the tax treatment of its distributions, until the expiration of the Fund's forward agreement in September 2015.»

A change in the Dow has a huge impact on the average investorâ $ ™ s concept of the economy, the overall stock market, and even the world economy, although it is a mathematically - flawed index.

The ETNs use a systematic approach to investing in volatility index (VIX) futures that have a net long or net short volatility position that varies based on changes in the market.

The Manager will select an Emerging Markets Benchmark Index such as the MSCI Emerging Markets Index, the FTSE RAFI Emerging Index or another widely recognized emerging markets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apMarkets Benchmark Index such as the MSCI Emerging Markets Index, the FTSE RAFI Emerging Index or another widely recognized emerging markets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apprIndex such as the MSCI Emerging Markets Index, the FTSE RAFI Emerging Index or another widely recognized emerging markets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apMarkets Index, the FTSE RAFI Emerging Index or another widely recognized emerging markets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apprIndex, the FTSE RAFI Emerging Index or another widely recognized emerging markets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apprIndex or another widely recognized emerging markets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apmarkets index in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apprindex in order to provide such exposure and may change the Emerging Markets Benchmark Index in its discretion without unitholder apMarkets Benchmark Index in its discretion without unitholder apprIndex in its discretion without unitholder approval.

The volatility category of derivatives attempts to profit from changing volatility in the markets, typically based on the CBOE VIX Volatility Index.

As I've noted in recent weeks, probably the most aggressive we would become on the basis of better market action would be a removal of about 25 % of our hedges (or changes having similar effect, for example, placing about 1 % assets into index calls).

Why buy the Focus Morningstar US Market Index (FMU) with its $ 20 million in assets and low trading volume when you can buy the Vanguard Total Stock Market (VTI) with $ 190 billion and 1.5 million shares changing hands every day?

A limitation to RAR indices is that they are useful only in relative sense, since their absolute values change with market.

I wonder how much of the data with the inflows / ourflow chart changes from active to index, is the movement from active managers which were plus or minus 5 - 10 % of the index in their holdings (what I refer to as a dressed up index fund being marketed as an active manager).

The interest rate can change at a specified time, known as an adjustment period, based on a published index that tracks changes in the current finance market.

That change of index made me actually lose against the market in 2016... Damn you whoever you are!

Variable rates start lower than a fixed rate but are tied to a market index (in our case, 1 month LIBOR) so they go up and down over time as that index changes.

We call this approach «Countercyclical Indexing ™» because it is a low fee, tax efficient and diversified strategy designed to match an investor's profile to the changes in the business cycle as stocks tend to become riskier late in market cycles and less risky early in market cycles.

Vanguard has successfully employed transition benchmarks in the past to execute benchmark changes including the 2016 transition of the Vanguard Emerging Markets Stock Index Fund to the FTSE Emerging Markets All Cap China A Inclusion Index, and Vanguard Developed Markets Index Fund's 2015 changes to the FTSE Developed All Cap ex US Index benchmark.

The allure and entertainment of gaming online is not there, but slow and steady annual returns from investing in a market index fund can add up over time to a nice little chunk of change!

The Emerging Markets Stock Index Fund will be the first broad - based market - cap - weighted index fund to include both all - cap exposure and China A - shares.2 The changes will move the fund closer to market - cap weightings and provide investors with more complete and diversified exposure to a key emerging economy and the second - largest stock market in the world by market Index Fund will be the first broad - based market - cap - weighted index fund to include both all - cap exposure and China A - shares.2 The changes will move the fund closer to market - cap weightings and provide investors with more complete and diversified exposure to a key emerging economy and the second - largest stock market in the world by market index fund to include both all - cap exposure and China A - shares.2 The changes will move the fund closer to market - cap weightings and provide investors with more complete and diversified exposure to a key emerging economy and the second - largest stock market in the world by market cap.3

In the graph below I've plotted the average correlation between changes in local earnings and changes in the local country index for developed markets; the average correlation between changes in local GDP and the local country index; and the average correlation between changes in the local country index and the MSCI US indeIn the graph below I've plotted the average correlation between changes in local earnings and changes in the local country index for developed markets; the average correlation between changes in local GDP and the local country index; and the average correlation between changes in the local country index and the MSCI US indein local earnings and changes in the local country index for developed markets; the average correlation between changes in local GDP and the local country index; and the average correlation between changes in the local country index and the MSCI US indein the local country index for developed markets; the average correlation between changes in local GDP and the local country index; and the average correlation between changes in the local country index and the MSCI US indein local GDP and the local country index; and the average correlation between changes in the local country index and the MSCI US indein the local country index and the MSCI US index.

His point is that a TDF may invest its assets into index - based securities that do not make tactical adjustments as the markets change — but the act of managing even an index - based portfolio according to a glide path that ramps down equity risk over time will always be at least in part fundamentally «active.»

There is No Guarantee that the Index Level Will Decrease or Increase by 1.00 Point For Every 0.01 % Change in the Level of the Underlying U.S. Treasury Note or Bond Yield or U.S. Treasury Yield Curve: Reasons why this might occur include: market prices for underlying U.S. Treasury note or bond futures contracts may not capture precisely the underlying changes in the U.S. Treasury note or bond yield or the U.S. Treasury Yield Curve, as the case may be; the index calculation methodology uses approximation; and the underlying U.S. Treasury note or bond weighting is rebalanced monIndex Level Will Decrease or Increase by 1.00 Point For Every 0.01 % Change in the Level of the Underlying U.S. Treasury Note or Bond Yield or U.S. Treasury Yield Curve: Reasons why this might occur include: market prices for underlying U.S. Treasury note or bond futures contracts may not capture precisely the underlying changes in the U.S. Treasury note or bond yield or the U.S. Treasury Yield Curve, as the case may be; the index calculation methodology uses approximation; and the underlying U.S. Treasury note or bond weighting is rebalanced monindex calculation methodology uses approximation; and the underlying U.S. Treasury note or bond weighting is rebalanced monthly.

Basic ETF Portfolio — Just like last month there is no change in the existing positions of Vanguard Total Stock Market ETF (VTI), Vanguard REIT Index ETF (VNQ), and Vanguard Total Bond Market ETF (BND).

Annual interest is calculated using a unique formula based on changes in the performance of stocks (S&P, Dow Jones, NASDAQ), bonds (Capital Markets Bond Index), or commodities (CBUE).

In the current passive investment space, market participants can choose from a wide range of indices that relate to personal values, including human capital, climate change mitigation, long - termism, faith based, and social responsibility.

For example, the ASX All Ordinaries Index measures the change in the overall value of 500 largest companies by market capitalisation listed on the Australian Securities Exchange.