Sentences with phrase «diversification requirements»
"Diversification requirements" refers to the need or obligation to spread investments across different assets or sectors to minimize risks. Full definition
These gains may be generated by portfolio rebalancing or the need to meet diversification requirements.
us.etrade.com
Additional changes with this reform are specific diversification requirements for the funds as well as website disclosure requirements.
The ETF has also struggled to abide by U.S. IRS diversification requirements.
Most of the distortions in exposure result from 1940 Act diversification requirements, which explain why the fund's sector breakdown differs materially from our unconstrained benchmark.
Its Fit score suffers because diversification requirements don't let VOX offer a truly market - like picture of the hyper - concentrated US telecom industry.
«GDXJ has intermittently been in jeopardy of losing its preferential tax treatment (as a regulated investment company) since last September because its portfolio often doesn't comply with the diversification requirements of the U.S. Internal Revenue Code,» noted Scotiabank.
Potential financiers should understand that common trust funds are not subject to certain investment limitations, diversification requirements and other restrictions.
From its inception date, the predecessor limited partnership was not subject to certain investment restrictions, diversification requirements and other restrictions of the 1940 Act of the Code, if they had been applicable, it might have adversely affected its performance.
If the contest is structured properly, it should have a minimum capitalization limit, and a diversification requirement.