Sentences with phrase «investments against the indexes»

Not exact matches

The investment analysis and market index company said its proxy advisory unit, Institutional Shareholder Services, received a Wells Notice on Sept. 14 related to a whistleblower complaint made against an employee of the unit.

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

Wouldn't it make sense to use a Chinese index to compare against your Chinese investments?

Even measured against this bull market's impressive results, technology stocks have been excellent investments, outpacing the 19.4 percent annualized return of Standard and Poor's 500 - stock index by four percentage points per year, on average, since...

At present, only Chinese shares traded in Hong Kong are part of the index, and $ 1.7 trillion in investment funds are benchmarked against the index.

On October 12, 2007, the Dow Jones Industrial Index, against which many investment returns are measured, closed at a nominal high of 14,693.

This step backwards came about as Nestlé was applying for inclusion in the FTSE4Good ethical investment index, which assesses companies against their own policies, rather than World Health Assembly marketing requirements.

By including a fixed indexed annuity in your 401 (k) Roth account, you can protect against loss of your initial investment and guarantee a minimum annual tax - free return.

However, inherent risks such as contingent liability (where your liability may be greater than the initial purchase price of the investment), margining requirements (where you are required to make a series of payments against the purchase price, depending on whether the underlying investment or index is moving in your favour) and international exchanges (which can mean a reduced level of investor protection, as well as currency fluctuation if the investment is not traded in sterling) meant these were out of reach.

One example where counterparty risk is relevant is in Synthetic ETFs since the ETF provider enters into a swap agreement with a counterparty (usually an investment bank) such that the investment bank agrees to pay the performance of an index against a basket of investments which the ETF provider holds.

Indexation of any kind changes the behavior of investment managers who inevitably get their performance measured against an index.

Benchmarking against an index is really the best way to objectively evaluate investment performance.

The rest are products known as leveraged ETFs, which use borrowed money and / or derivative securities to amplify investment returns, or to bet against the index.

The solution is to match your investment choices up against a relevant index.

Index A published interest rate against which lenders measure the difference between the current interest rate on an adjustable rate mortgage and that earned by other investments (such as one, three, and five year U.S. Treasury security yields, the monthly average interest rate on loans closed by savings and loan institutions, and the monthly average costs - of - funds incurred by savings and loans), which is then used to adjust the interest rate on an adjustable mortgage up or down.

The other fund characteristics they consider are: size; age; relative funds flow; closure to new investments; length of withdrawal notice period; length of redemption period; management and incentive fees; leverage; management personal investment; and, a Strategy Distinctiveness Index (SDI) defined as a strategy - normalized form (ten different strategy types) of one minus the R - squared of monthly returns regressed against an equally - weighted strategy index over the prior two yIndex (SDI) defined as a strategy - normalized form (ten different strategy types) of one minus the R - squared of monthly returns regressed against an equally - weighted strategy index over the prior two yindex over the prior two years.

He pits the performance of professional investment managers against that of market indices and finds that: Keep Reading

Monitor your investments and compare their performances against the market index.

Depending on market conditions and other variables, the potential always exists that even a widely diversified index - based investment could take a bad tumble; even diversification can't guarantee a profit or protect against the possibility of loss.

He retired in 1995 after 31 years (1964 - 1995) of market - beating investment results while the Vanguard Windsor Fund during his tenure as portfolio manager averaged +13.7 % against the S&P 500 Index of +10.6 %.

7Bloomberg Barclays Global Aggregate ex-USD Bond Index provides a broad - based measure of the international investment - grade bond market hedged against the U.S. dollar.

Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark which is considered to represent the market's movement as a whole.

Tax savings or ELSS is a unique category where the funds can benchmark against different indices and follow different investment strategies.

Permanent coverage has the potential to build cash value, which means that, generally, the premiums you pay (1) grow with interest; (2) can, in some cases, be borrowed against; and (3) on indexed and variable policies, can be placed within investment accounts.

Although some of these go against the principle of passively tracking indices, they may be useful investment tools to achieve investment goals or needs.

A typical investment policy would see Canadian equity managers limited to Canadian equities benchmarked against the S&P TSX index and foreign equity managers managing foreign portfolios against foreign equity benchmarks such as the EAFE or S&P 500 indices.

And there's not a ready investment available that would allow one to bet against securities backed by student loans — no index like the one that hedge fund managers depicted in «The Big Short» used to bet against mortgages before the crisis.

Enough studies show how well index funds do against their managed counterparts to make it a worthy investment strategy.

OR invest the money into say some small cap index fund and buy a double short option of that index expiring in 1 + years to hedge against your investment.

The Barclay Index includes about 3,000 hedge funds, so you're definitely up against the best & brightest of the investment industry.

DeBondt and Thaler then calculated the investment return against the equal weighted NYSE Index over the subsequent four years for all of the stocks in each selection period.

Under the SEC proposal, an ETF would be defined as a registered open - end management investment company that: • Issues (or redeems) creation units in exchange for the deposit (or delivery) of basket assets the current value of which is disseminated per share by a national securities exchange at regular intervals during the trading day; • Identifies itself as an ETF in any sales literature; • Issues shares that are approved for listing and trading on a securities exchange; • Discloses each business day on its publicly available web site the prior business day's net asset value and closing market price of the fund's shares, and the premium or discount of the closing market price against the net asset value of the fund's shares as a percentage of net asset value; and • Either is an index fund, or discloses each business day on its publicly available web site the identities and weighting of the component securities and other assets held by the fund.

The SPIVA ® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons.

This is typically measured by comparing an investment's performance against its most relevant index.

Indexes are used as comparison points, or benchmarks, against which investment managers measure their performance.

«I thought it would be a good way for readers to learn about focusing on portfolio mix and to see how index investing is done,» says Kirzner, who went up against four other investment pros.

If you invest in mutual funds or individual stocks then it's important to measure the performance of your investments against a relevant market index.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York