Sentences with phrase «evaluate factor portfolio»
They evaluate factor portfolio performance based on excess return of constituent corporate bonds versus duration - matched U.S. Treasuries (thereby focusing on the default premium component of corporate bond returns).
https://www.cxoadvisory.com/ Not exact matches
Among the factors considered in the portfolio assessment are teachers» abilities to plan and implement instruction, to evaluate student learning and analyze their own teaching, to know their students, and to adapt instruction for individual students.
After evaluating every stock in the applicable universe along each factor, an optimized portfolio is formed to maximize exposure to the targeted factors with a similar level of risk to that of the market.
When evaluating bond funds, investors should look at several factors to decide what best fits their portfolio and investment philosophy.
Quicken's program includes investment tools, too, that evaluate your asset allocation, performance and other key factors affecting your portfolio.
At the portfolio level, we monitor risk periodically, but no less than quarterly to evaluate and stress test the impact of various macro risk factors such as a sovereign crisis.