Sentences with phrase «investments against your benchmark»

If you measure the performance of one category of investment against the benchmark of another, you may not have the best information.

At that point you would focus on investment performance and compare the performance of your investments against your benchmark.

Not exact matches

«In addition to adopting industry - wide reforms related to participation in benchmark rates, Citi has made substantial investments in its systems, controls and monitoring processes to better guard against inappropriate behavior,» the bank added.

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.

Thus make a plan that keeps your spouse advised of investment decisions — for example, I prepare and review with her a monthly report on changes to investment value (against a melded S&P 500 benchmark), also quarterly net worth statements, and semi-annual asset allocation summaries.

After Benchmark filed an unprecedented lawsuit against Uber's former CEO on Thursday, Puliatti now says there is «no way» that he will accept an investment from one of Silicon Valley's most prestigious venture capital firms.

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

Since portfolio risk is often measured against a benchmark, tracking error is a commonly used metric to gauge how well an investment is performing.

If you hire an advisor, you should meet with the advisor at least annually to measure your portfolio's performance against appropriate benchmarks, and discuss any changes in your investment objectives.

While some plan sponsors may worry that CITs have a tracking error against their benchmarks, it is typically quite small and can sometimes be smaller than the tracking error found in a mutual fund, because CITs are design exclusively for retirement plans, says Jeffrey McConnell, chief investment officer at Graystone Consulting in Purchase, New York.

Luciano Siracusano, chief investment strategist at WisdomTree explains, «WisdomTree's existing suite of dividend - and earnings - weighted ETFs have typically tapped into the smart beta factors of value, quality and size and, in many instances, have outperformed their market capitalization - weighted benchmarks, while exhibiting relatively low tracking error against those benchmarks.

So, in your investments it is very important to have a benchmark to compare against.

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.

This investor may have found the easiest way to generate significant excess returns when benchmarked against the S&P 500, as well as a way to ride the investment styles of some of the greatest value investing hedge fund managers out there... This could be the holy grail folks.

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.

Knowing how your mutual funds, ETFs, investment advisors, or your own individual stock picks did against a reasonable benchmark should tell you a great deal about your investment process.

Many investment organizations benchmark their funds» performance against the classic 60/40 mix of domestic stocks and bonds, but this posture limits their ability to earn superior risk - adjusted returns.

I think that all investors should measure their investment performance against benchmarks.

In much the same way individual mutual funds are tracked against a benchmark, you can benchmark your overall investments.

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

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

Though I agree that it is not easy to benchmark an individual stock against anything, but over the long term any riskier or uncertain investment or portfolio of riskier or uncertain investment should deliver real returns for the investor in order to compensate for the risk taken.

About this time every year almost every investment blog tends to expound on how well their «picks» did last year (assuming they did well), or how well their model portfolio performed against some appropriate benchmark.

On the financial stewardship front, our investment portfolio has continued to perform well against industry benchmarks, however overall our portfolio is down as the markets have not performed as strongly as in prior years.

Destination Management Organisations will be able to use the solution to monitor in «real time» the impact of their marketing efforts in comparing reservations made during and outside the campaign period, and also benchmark their performance against competing destinations for future and historical periods to make better long - term plans and investment decisions.

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