Sentences with phrase «defined as portfolio»

Direct investors are defined as foreign shareholders with at least a 10 per cent equity stake in the Australian company; all others are defined as portfolio investors.

According to Morningstar Direct, $ 59 billion is invested in long - term bond funds and exchange - traded funds (defined as portfolios with average durations above six years).

Not exact matches

According to Tomasz Tunguz, a partner at Redpoint Ventures, «Typical portfolio company failure rates across the industry defined as either shutdowns or returning capital are roughly 40 % -50 %.»

Determining your risk tolerance — generally defined as the ability to stomach large swings in the value of your investment portfolio — is an important component of investing.

ICLN holds a portfolio of «clean energy» companies, which it defines as those involved in the biofuels, ethanol, geothermal, hydroelectric, solar and wind industries.

After all, Merriam - Webster defines «hedge» as a fence or boundary, as well as an object that is intended to restrict something such as, in this case, the risks in a portfolio.

Trade credit insurance, as defined in this article, refers to insurance against the failure to pay trade debts in connection with a specific transaction or a portfolio of transactions or operations.

Relative value can be defined as expected price convergence of contracts or portfolios with similar risk profiles.

Some people now retired like my father have the luxury of a defined benefit pension which just about covers their basic expenses, so they can hang on to their equity portfolios as a «top up» and not need to buy bonds at all.

We define them as those who responded «Agree» or «Strongly Agree» to three questions: «Risk management is an integral part of our investment process and actively addressed on a systematic, ongoing basis», «My organization has a strong risk management culture», and «I am confident that our portfolio has appropriate downside protection for the next tail event.»

They define initial withdrawal rate as a percentage of portfolio balance at retirement, escalated by inflation each year thereafter.

They run 10,000 Monte Carlo simulations for each of many initial withdrawal rate scenarios, with probability of success defined as the percentage of runs not exhausting the portfolio before the end of a specified retirement period.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

We're launching The Ingredients Show as part of our market - defining UK food portfolio.

While personalization is generally defined in terms of the degree to which a curriculum is individualized for a child, I tend to define it as the art of making learning personal with children, and through this portfolio, I hope to provide some examples of how I've tried to make this come to life in my classrooms.

CREM can be defined as the management of the real estate portfolio of a corporation by aligning the portfolio and services with the needs of the core business in order to obtain maximum added value for the business and an optimal contribution to the overall performance of the organisation.

Investopedia defines Life - cycle funds as a type of asset - allocation mutual fund in which the proportional representation of an asset class in a fund's portfolio is automatically adjusted during the course of the fund's time horizon.

Dive into this curated collection of the most popular resources that provide a deeper understanding of the Defined Risk Strategy, compelling presentations, research white papers, blog posts, performance updates and analysis, as well as, insights from the portfolio management team.

That plan involves reserving a relatively small bucket of cash (about 20 % of the overall portfolio) to invest if / when a large market decline occurs, which we have now defined as a decline greater than 35 %.

For those without a solid defined - benefit pension plan income, annuities offer a great option as part of a portfolio.

BMO defines portfolio yield as «the most recent income received by the ETF in the form of dividends, interest and other income annualized based on the payment frequency divided by the current market value of ETF's investments.»

The Defined Risk Strategy seeks to directly address market risk, or «systematic risk», in portfolio construction or as Randy puts it, he was «seeking to not lose big».

Even the SEC gets involved by defining asset allocation as «dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.»

To be clear, I'll define volatility as the 12 - month standard deviation of a stock, or portfolio.

The portfolio has been hampered by big drawdowns in a handful of names, which the quantitative rules continue to define as undervalued.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

But the lion's share of the portfolio (85 to 90 %) is allocated to a diversified risk - based asset mix for the long term, which BMO defines as three years and beyond.

If you are trying to determine the risk portfolio of your cumulative holdings then I would suggest that yes, it would be appropriate to put your Defined Benefit pension plan into a risk category that has the same risk profile as a highly rated corporate or government bond.

They define the commodity market portfolio as the S&P GSCI (production - weighted aggregation of six energy, seven metal and 11 agricultural commodities).

Advisors see the rise of the robos as the evolution from exchange traded funds, which are portfolios of defined assets traditionally run as clones of indexes, to financial plans based on passive management of the client's entire fortune.

The chart illustrates sub-factor performance of value and momentum factor - based hypothetical portfolios using the developed markets ex-US universe as defined by Hartford Funds, which includes the top 2,000 stocks of the large - cap universe as ranked by free - float market cap.

The chart illustrates sub-factor performance of value and momentum factor - based hypothetical portfolios using the US universe as defined by Hartford Funds.

We exclude from our portfolios those countries with the worst records according to Transparency International's Corruption Perceptions Index, governments that are classified as «not free» by Freedom House, countries that fail to adequately protect freedom of the press, as defined by Reporters Without Borders, and countries with significant human rights concerns, as defined by the U.S. State Department of Human Trafficking Report.

«Mutual Fund» is defined as a collective investment scheme whereas «Mutual Funds» more precisely are the keywords that acknowledge there is more than one fund for a reason and formally the objective is a «portfolio of funds» that inherently includes diversification and a time horizon.

The market value - weighted average maturity of the bonds and loans in a portfolio, where maturity is defined as the stated final for bullet maturity bonds and loans.

Investments representing 5 % or more of the outstanding voting securities of a portfolio company result in that company being considered an affiliated company, as defined in the 1940 Act.

That is defined as 50 or fewer holdings, and is believed to have a higher chance than a diversified portfolio of delivering alpha

The square of standard deviation is the variance, as defined by Nobel Laureate Harry Markowitz, who is arguably best known as the pioneer of Modern Portfolio Theory.

White paper - Diversifying with the Defined Risk Strategy (full version) Download PDF Swan Research - Innovative Thought Leadership As investors seek portfolio diversification in an era of index investing, a number -LSB-...]

Here's a possible rule of thumb: You never want more than 60 % of your portfolio in stocks — with your portfolio defined as its current value plus future savings.

The returns of the Value vs. Growth portfolio were constructed using data that can be found at Kenneth R. French's website, where a value stock is defined as one having high Book Equity to Market Equity.

Make sure you keep track of your asset allocation plan as time goes on and rebalance as needed to ensure your portfolio maintains the risk exposure for your age that you defined.

They asserted that the (capitalization weighted) Total Stock Market index is the optimal stock portfolio if any one of the following assertions is true: 1) The Efficient Market Hypothesis (as defined by the writer), 2) The Capital Assets Pricing Model CAPM or 3) The Fama - French three factor model.

The Board will receive periodic updates, at least annually, regarding entities which were authorized to be provided «early disclosure» (as defined below) of the funds» portfolio holdings information and will periodically review any agreements that the Trust has entered into to selectively disclose portfolio holdings.

updates, at least annually, regarding entities which were authorized to be provided «early disclosure» (as defined below) of the fund's portfolio holdings information and will periodically review any agreements that the Trust has entered into to selectively disclose portfolio holdings.

We define risk as a permanent loss of capital, controlled at the portfolio and stock level via allocation limits, our focus on private market value (PMV) and our in - depth understanding of the companies we choose.

Climate change adaptation research not only improves our ability to understand and define climate change impacts on western water resources, but it also develops a portfolio of tools for adapting water management as the climate changes.

* Note: As discussed in Breaking Energy's article, the project's use of natural gas remains within the de minimus requirement (2 % - 5 % of total fuel use) as defined by the renewable portfolio standard (RPS) to be considered RPS - eligible delivered electricitAs discussed in Breaking Energy's article, the project's use of natural gas remains within the de minimus requirement (2 % - 5 % of total fuel use) as defined by the renewable portfolio standard (RPS) to be considered RPS - eligible delivered electricitas defined by the renewable portfolio standard (RPS) to be considered RPS - eligible delivered electricity.

The Renewables Portfolio Standard requires retail sellers (defined as investor - owned utilities, electric service providers, and community choice aggregators) to increase renewable energy as a percentage of their retail sales to 20 percent by 2010.

«Relevant time scales» is defined as «next year's additions to my portfolio».