Sentences with phrase «comparable benchmarks»

Has the investment portfolio performed well vs. comparable benchmarks?

Sectors — Securities held by the fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

We have taken a deeper look at the performance of several other mutual fund companies and hedge funds and have come to one universal conclusion: they have failed to deliver on the value proposition they profess, which is to reliably outperform a risk comparable benchmark.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

This was a difficult time to find outperformance because it unfolded so quickly, but on a relative basis disciplined asset allocation softened the blow; and a reduced allocation to financial stocks, a higher cash level, and a focus on valuations reduced risk in portfolios and helped outperform comparable benchmarks.

Gravitating towards the lower volatility stocks in the S&P 500 and comparable benchmarks delivers stronger returns across all three smart beta low volatility ETFs.

We have taken a deeper look at the performance of several other actively managed mutual fund companies and hedge funds and have come to one universal conclusion: they have failed to deliver on the value proposition they profess, which is to reliably outperform a risk comparable benchmark.

It is important to remember that real estate still functions predominately within a private marketplace, and with certain inefficiencies that, when properly priced and sourced, can provide returns in excess of comparable benchmark indexes.

A basic calculation of alpha subtracts the total return of an investment from a comparable benchmark in its asset category.

The SPIVA Australia Scorecard, which is published twice a year, tracks the number of actively managed Australian mutual funds that were outperformed by their comparable benchmarks over different timeframes.

A basic calculation of alpha subtracts the total return of an investment from a comparable benchmark in its asset category.

Unconventional Success is a brilliant book by David Swensen, a legend among institutional investors — the Yale Endowment Fund (the fund report is worth checking out) that he manages has consistently outperformed rivals at other Universities and comparable benchmarks by wide margins.

(In the electricity sector, the comparable benchmark for determining allocations would be «good as best gas» performance.)