Sentences with phrase «custom reference portfolio»

To accomplish the latter, let's apply a variant of Alpholio ™'s patented methodology that constructs a custom reference portfolio of ETFs for each analyzed fund.

Alpholio ™'s methodology seeks to overcome this limitation by providing a dynamic, custom reference portfolio of ETPs for each analyzed mutual fund.

Consequently, they can be analyzed with Alpholio ™'s patented methodology, which constructs a custom reference portfolio of ETFs for each analyzed fund.

Our methodology addresses all of the above problems by comparing each fund against a custom reference portfolio of ETFs.

Not exact matches

Alpholio ™'s patented methodology is based on the construction of a custom reference ETF portfolio for each analyzed fund.

Multi-credit CDS, which can reference a custom portfolio of credits agreed upon by the buyer and seller,

The simplest variant of this methodology constructs a custom reference ETF portfolio that most closely tracks the returns of the fund.

The simplest variant thereof constructs a custom reference ETF portfolio with fixed membership and weights that most closely mimics periodic returns of the analyzed fund.

In this approach, a reference ETF portfolio with both fixed membership and weights is custom - built to most closely track returns of the analyzed fund.

In this approach, a custom reference ETF portfolio is built for each analyzed fund to most closely track the fund's returns.

The data table (that you can see on the main sheet) goes back to 1976 for them, so you can see how these markets have done compared to each other (and the custom reference asset, which is the actual Fee - Based Moderate Model Portfolio here (on the Portfolio Statistics sheet)-RRB-.