Sentences with phrase «hold as a benchmark»

With buy - and - hold as a benchmark, they consider three types of rebalancing rules: (1) strict periodic rebalancing to target weights; (2) threshold rebalancing, meaning periodic rebalancing to target weights if out - of - balance by 3 % or more; and, (3) range rebalancing, meaning periodic rebalancing to plus (minus) 3 % of target weights if above (below) target weights by more than 3 %.

We use buy - and - hold as a benchmark.

Not exact matches

Since work wouldn't hold the same social currency or cultural importance as today, intrinsic motivations and labors of love might become the benchmark of a life well spent.

Shervin Pishevar wants to buy out Benchmark, describing the lawsuit as «holding the company hostage» in a leaked letter.

The fund is referred to as «aggressive» because the composition of the fund does not necessarily reflect the composition of its benchmark index: it may invest in preferred shares issued by Split Share Corporations, for instance, and is not required to hold such classes of shares as floating rate issues, which are expected to underperform for the foreseeable future.

Today, Uber is valued at close to $ 70 billion — about 1,100 times as valuable as it was when Benchmark invested — and has become the world's most valuable privately held tech start - up.

Consists of (i) the shares listed in footnote below which are held by Benchmark Capital Partners VI, L.P. and (ii) 1,688 shares held of record by the Fenton Family Trust, for which Mr. Fenton and his spouse serve as trustees.

BBP is likely to tilt smaller than our neutral cap - weighted benchmark because the fund equal - weights its holdings, and it dips into micro-caps as well.

Those shares are held by Kalanick and also Benchmark, the venture firm that has sued him, as well as some employees.

As it happens, that works out to holding government spending level, adjusting for population and inflation growth: not using 2000 as the benchmark, as I did before, but 200As it happens, that works out to holding government spending level, adjusting for population and inflation growth: not using 2000 as the benchmark, as I did before, but 200as the benchmark, as I did before, but 200as I did before, but 2009.

As benchmarks, we consider both buying and holding SPY (Buy - and - Hold) and trading SPY with crash protection based on the 10 - month simple moving average of the S&P 500 Index (SMA10).

In other words, the market expects the stocks held by FSRFX to grow economic earnings for the same length of time as the S&P 500 and 1 year less than the stocks held by the benchmark.

Banks and other financial companies slumped as investors speculated that the global economic uncertainty caused by Britain's decision to leave the EU will prompt the Federal Reserve to hold off on raising its benchmark interest rate.

The Small - Cap and SMid - Cap Equity strategies are concentrated strategies that are not managed to a benchmark, so there are material differences in characteristics, such as the number of holdings and sector and industry weightings.

«We have investors ready to acquire these shares as soon as we receive communication from Benchmark that they are willing to withdraw their lawsuit and sell a minimum of 75 percent of their holdings,» they wrote.

We consider as benchmarks: an equally weighted portfolio of all mutual funds, rebalanced monthly (EW All); buying and holding VTSMX; and, holding VTSMX when the S&P 500 Index is above its 10 - month simple moving average (SMA10) and Cash when the index is below its SMA10 (VTSMX: SMA10).

The usual assertions are (1) that this kind of religion is today on the defensive; (2) that the defensive posture is occasioned by the flourishing of «conservative churches» (although the alleged liberal enervation is also seen in more autonomous terms); (3) that the growth in religious conservatism and conservative churches is itself the result of widespread reaction against «secular humanist» values and against those who hold such values; (4) that our society as a whole has been experiencing a breakdown in moral consensus, a loss of moral coherence somehow connected with a decline in oldline Protestant dominance; and (5) that some or all of these happenings have been quite sudden, so that the early 1960s can be taken as a kind of benchmark — as a time before the fall.

Arsenal comfortably held on to the win and the game finished 3 - 0 to the Gunners and set the benchmark for the season as Arsenal picked up their 13th Community Shield.

In a strange quirk of fate, Labour's poll rating is almost identical to the party's performance in 1983 — regularly held up as the benchmark by which all other general election disasters should be judged.

We are constantly measuring ourselves up — against often unfair benchmarks — and then we get down on ourselves for not overcoming the obstacle we identify as holding us back.

Truth be told, I'm not really a competitive person (my friends may disagree here), as I tend to be focused on holding myself to my own benchmarks, not those set by others.

As a result, Tennessee will hold high schools accountable for students meeting the ACT college readiness benchmark and participating in early postsecondary opportunities, such as dual enrollment and earning an industry certification in an approved program of studAs a result, Tennessee will hold high schools accountable for students meeting the ACT college readiness benchmark and participating in early postsecondary opportunities, such as dual enrollment and earning an industry certification in an approved program of studas dual enrollment and earning an industry certification in an approved program of study.

Looking at the percentage of graduates taking benchmark tests such as the SAT and ACT and overall scores over time, scores on the ACT College and Career Readiness Benchmark have on the whole either held fairly steady or increased slightly since 2009, even as the percentage of graduates taking the ACT exam has continued to rise (in 2005, approximately 40 percent of graduates took the ACT, rising to approximately 59 percent benchmark tests such as the SAT and ACT and overall scores over time, scores on the ACT College and Career Readiness Benchmark have on the whole either held fairly steady or increased slightly since 2009, even as the percentage of graduates taking the ACT exam has continued to rise (in 2005, approximately 40 percent of graduates took the ACT, rising to approximately 59 percent Benchmark have on the whole either held fairly steady or increased slightly since 2009, even as the percentage of graduates taking the ACT exam has continued to rise (in 2005, approximately 40 percent of graduates took the ACT, rising to approximately 59 percent in 2015).

Benchmark the Ford Fusion against comparable products from Toyota and Honda — Ford does, so we might as well, too — and it doesn't quite match: The Fusion is slotted between the Toyota Corolla and the Camry, and between the Honda Civic and Accord, occupying the market territory once held by the Nissan Altima before the Altima was redesigned in 2002 as a much bigger, nicer, pricier car.

If your fund holds all the same stocks in all the same percentage as its benchmark, then its active share is zero.

This is the rate of interest charged on the interbank transfer of funds held by the Federal Reserve and is widely used as a benchmark for interest rates on all kinds of investments and debt securities.

But now that these funds hold all of the stocks in their indexes (as opposed to a representative sample, as in years past) they seem to be doing an excellent job of mirroring their benchmarks.

Due to these diverse holdings in your account, the S&P 500 index is really a poor benchmark as it represents only 100 % U.S stocks.

As the benchmark S&P 500 wrestles with the 2017 year close (2668.25), trying to make up its mind if it wants to go positive or negative for this year, it has been unable to hold rallies and the daily chart is showing a series of lower highs.

OTTAWA — The Bank of Canada is holding its benchmark interest rate at 0.5 per cent as economic conditions move along largely in line with its expectations.

As the GMO piece concludes, the only benchmark that everyone could hold would be a proportionate slice of all of the assets in the world, which implicitly, would strip out all of the leverage, because one would own both the shares of the company, and the debt it owes, and in the right proportion.

They are, by far, the best objective benchmarks available for use by buy - and - hold fundamentalists as tools essential, most of the time, for reaching reasonable conclusions about what economic reality might be.

As expected the performance index is the same for both the holding and the benchmark.

To determine allocation effect, we compare the average weight in each of the 11 GICS ® sectors held by active large - cap managers relative to the S&P 500 during the measurement period, and the sector contribution to benchmark return as well as the portfolio return.

As Cundill holds emerging market equities, the benchmark to be used should be MSCI ACWI.

Yet, because of how it's built, few people view it as a benchmark or comparison tool, despite the fact it has held up rather well in tracking the overall market.

It's important to remember that these funds are tracking a benchmark of rolling futures (a set of futures contracts for typically the upcoming month that is sold before expiry, at which point contracts for the next month are bought) and are not the same as holding the commodity itself.

Cremers and Petajisto, in a 2009 Review of Financial Studies paper, introducing a new measure of active portfolio management, referred to as Active Share (i.e., the share of portfolio holdings that differ from the benchmark index holdings), found that between 1968 and 2001 U.S. funds that deviated significantly from the benchmark portfolio outperformed their benchmarks both before and after expenses.

But instead of holding a basket of physical assets such as stocks or bonds, an ETN is simply a note that promises to pay investors a return based on the performance of a specific index or other benchmark.

Analyzes some of the indexes commonly used as benchmarks for mutual funds, including a comparison of holdings, investment methodology and performance.

This is known as your absolute benchmark and making this rate of return understood holds the advisor more accountable.

Its performance recently has not been as it «should be,» relative to its asset class, benchmark index, and / or competing mutual funds you can hold.

Our research on the Fundamental Index ® concept, as applied to bonds, underscores the widely held view in the bond community that we should not choose to own more of any security just because there's more of it available to us.10 Figure 9 plots four different Fundamental Index portfolios (weighted on sales, profits, assets and dividends) in investment - grade bonds (green), high - yield bonds (blue) and emerging markets sovereign debt (yellow).11 Most of these have lower volatility and higher return than the cap - weighted benchmark (marked with a red dot).

With the price of key oil benchmark Brent crude still hovering at around six - year lows of just under $ 50 per barrel, local law firms are seeing a reduction in work as projects are put on hold or suspended, with many saying they felt the deepest effects of the drop in oil prices during the summer.

As a brief conclusion, the most remarkable feature of the case seems to be the willingness of the Court to establish its holdings in Åkerberg Fransson as the new benchmark to be followeAs a brief conclusion, the most remarkable feature of the case seems to be the willingness of the Court to establish its holdings in Åkerberg Fransson as the new benchmark to be followeas the new benchmark to be followed.

As the UK Supreme Court held in HJ (Iran) and HT (Cameroon) in July 2010, just as there is no benchmark to measure what constitutes «reasonable tolerability», there is none for «shame», but this is in the context that no straight person would require such a threshold, it is a natural consequence of the impact of, in this case, StigmAs the UK Supreme Court held in HJ (Iran) and HT (Cameroon) in July 2010, just as there is no benchmark to measure what constitutes «reasonable tolerability», there is none for «shame», but this is in the context that no straight person would require such a threshold, it is a natural consequence of the impact of, in this case, Stigmas there is no benchmark to measure what constitutes «reasonable tolerability», there is none for «shame», but this is in the context that no straight person would require such a threshold, it is a natural consequence of the impact of, in this case, Stigma.

The demerger has enabled investors to hold separate focused stocks and also facilitated transparent benchmarking of the companies to their peers in their respective industries.On 20 April 2009 Bajaj Finserv and Allianz Global Investors AG (AllianzGI) the asset management subsidiary of Allianz SE signed an agreement to set up as asset management joint venture company in India.

The two funds will be tracking the momentum in Bitcoin future benchmarks as provided by CBOE and CME, being not involved in investing in Bitcoin or holding the cryptocurrency.

Director of Human Resources / HR Consultant — Professional Duties & Responsibilities Oversee the planning, direction, and management of all HR - related activities including staff recruiting, candidate tracking, personnel screening and testing, and hiring processes in accordance with Affirmative Action and Equal Opportunity Employment regulations Support senior management to develop and maintain personnel policy and ensure compliance with all standards, authoring and implementing new policies and procedures as needed along with creating HR procedure manual Serve as lead analyst for compensation reviews, performance and pay - scale benchmarking, market studies, and salary structure decisions, also creating organizational / staff planning charts for all departments and all positions Create and deliver firm - wide staff new - hire orientation, training and development programs, and performance evaluations utilizing a competency - based appraisal system which leads to focused training and development programs based on common and individual areas of performance deficiency Manage all aspects of workers compensation and unemployment claims on behalf of employer, attending hearings and participating actively in all related meetings Hold responsibility for all benefit negotiations, administration, and plan reviews, promoting compliance with and effective execution of IRS / DOL regulations, ERISA, HIPPA, and all audit - related processes Implement and sustain safety programs while performing regular safety - policy trend analyses to identify critical issues, developing corrective action plans to ensure compliance with applicable safety, health, and environmental regulations including OSHA and other applicable laws Consult with management regarding employee - and labor - related issues to resolve conflicts in a professional manner, conducting grievance hearings and negotiation agreements with worker representatives within the provisions of any applicable contract Provide relevant guidance and administration to the development of human resources site on firm intranet, housing online - employment forms, manager resources, job postings, and HR - related forms and documents Develop valuable staff relationships to improve workplace morale as well as maintain positive business relationships with all related brokers and vendors

Regional Restaurant Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, supervising the facilitation of food sales, overseeing restaurant operations and promoting a high - quality, memorable customer dining experience Participate in all phases of strategic store - level planning with other management professionals, including local staffing, service - related concerns, inventory control, merchandising, sales and revenue projections, and local competition Employ various strategies to manage and reduce food, beverage and labor expenses Supervise all store opening and closing functions, including the acquisition and sale of all equipment, state and county inspections, general contractor relations, hiring and terminations, and financial data transmission Perform continuous assessment of all operational aspects while furnishing oversight and guidance regarding the effective application and execution of critical internal policies and procedures to standardize restaurant offering across markets Meet and exceed customer satisfaction benchmarks while tracking progress versus established branch and corporate guidelines Identify and utilize talent among team members with focused training efforts, targeted professional hiring, job fair management and the promotion of a performance - based work environment that leverages individual talents for group benefit Provide relevant administration and oversight with respect to all HR - related functions, including payroll and compliance tasks Oversee the management of daily, weekly and monthly food and supply inventories, in addition to alcohol products, while holding responsibility for the development of weekly P&L statements and internal store audit execution Address local management and staff queries and resolve them in an expedited manner, promoting sustained revenue growth through relationship development and the leveraging of both talent and resources at all locations Collaborate and communicate effectively with all store personnel as well as with members of corporate management Execute all marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation, customer acquisition and brand loyalty development Maintain a strong working knowledge of product and services as well as related industry considerations, including pricing and regulatory trends, service - related issues and local competitor operations