Sentences with phrase «custom benchmark index»

• Correlation coefficients (r) compared to the S&P 500, Barclays & S&P US Aggregate Bond Index, the MSCI EAFE Int» l stock index, and a custom benchmark index that's totally under your control.

The Custom Benchmark Index (column O): Use this if you want to input another benchmark in addition to the S&P 500, Bonds, and Int» l stocks.

Uno Hybrid Equity is a custom benchmark index of Unovest and comprises of 65 % of Nifty 500 and 35 % of CCIL Bond Index.

Not exact matches

To calculate the custom benchmark return, multiply the percentage of the portfolio in each asset class by the return for that asset class's index:

Basically, you'd send a portfolio (text is fine - all that's needed is the full name of all of the investments and dollar amounts), and a time frame, and you'll get a custom benchmark portfolio shell comprised of the best available fitting indices for each asset class back, with returns looking back over any time frame (as long as the data goes back).

One uses custom benchmark portfolios to compare the performance of actual (client) portfolios to an identical portfolio comprised of benchmark indices.

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.