Sentences with phrase «measured against an index»

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

Not exact matches

Since the election, the dollar index, which measures the greenback against a basket of currencies, has risen 3.6 percent.

* The dollar index, which measures the greenback against a basket of currencies, was little changed at 90.800, lower than 91.076 hit in the previous session, its strongest level since Jan. 12.

The dollar index, which measures the greenback against six rival currencies, was down 0.48 percent at 91.89, after falling to a nearly one - week low 91.808.

The dollar index, which measures the greenback against a basket of global currencies, is up more than 7 percent over the past year.

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...

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

Price - to - book (P / B) ratio is another popular tool for measuring the price of a stock or index against its per - share book value (total assets minus intangible assets and liabilities).

I agree with the Accumulator's points about Global Index linkers but would point out that a Global Equity fund would also give a measure of protection against home - grown inflation via currency depreciation as well as capital / income growth.

U.S. DOLLAR VERUS OTHER MAJOR CURRENCIES The United States Dollar Index or DXY measures the performance of the dollar against a basket of other currencies including EUR, JPY, GBP, CAD, CHF and SEK.

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

Gold recovered as the U.S. dollar index, which measures the greenback's strength against a basket of six major currencies, slid 0.21 % to 92.09, pulling back from Tuesday's four - month highs of 92.37.

For Oakmark Equity and Income Fund, beta is measured against the S&P 500 Index.

The U.S. dollar index, which measures the greenback's strength against a basket of six major currencies, was up 0.67 % to 92.24 by 10:21 AM ET (14:21 GMT), the highest level since January 11.

The leading performance benchmark for this strategy is the CBOE S&P 500 PutWrite Index (PUT), an index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBIndex (PUT), an index that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBindex that measures the performance of a hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSBIndex (SPX) put options against collateralized cash reserves -LSB-...]

Government bonds are measured by the Bloomberg Barclays Government - Related Index, a universe of Treasury bonds used as a benchmark against the market for long - term maturity fixed - income securities.

Scrambling to hedge their positions against further losses, investors bid up the prices of options, leading to the surge in the VIX, a gauge that measures the implied volatility of near - term S&P 500 index options.

The index revealed both the House and Senate remain below average for the fifth straight Congress when measured against the historic baseline, said Lugar Center President Richard G. Lugar, a former U.S. senator from Indiana.

Her group investigated the cancer's risk against a woman's size, as measured in body mass index (BMI).

These were the Social and Institutional Gender Index or SIGI (which measures discrimination against women), the Gender Inequality Index or GII (which measures health economic and power inequities), and the Gender Gap Index or GGI (a measure of economic, education, health and political power).

As physical activity is a well know protective factor against cognitive decline, it would be interesting to know if any measure of aerobic fitness or exercise index (current or past) are at disposal to examine possible differences between those groups.

As such, these portfolios will be benchmarked against the S&P 500 Index rather than the S&P / TSX Composite Index (which is a measure of the Canadian stock market).

That's the most appropriate way to measure an ETF's performance against its benchmark index, but it may not be the return investors actually obtain in their own accounts.

* In this analysis period, alpha and beta are measured against a broader market index, represented by the Vanguard Total Stock Market ETF (VTI).

You can also measure a fund or ETF against other indexes, like the ones provided by Morgan Stanley Capital International (MSCI) and Morningstar, Inc..

The alpha and beta of the portfolio were measured against the broad - based U.S. stock market ETF, and not just a large - cap index, such as the S&P 500 ®.

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit...

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit outside the benchmark.

Will the performance numbers be measured against an appropriate index?

The active share for Paramount is 99.6 measured against an MSCI all - world index, which reflects extreme independence.

RAFI Fundamental Index ™ is Research Affiliates» proprietary non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatIndex ™ is Research Affiliates» proprietary non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatindex strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatIndex is a non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectatindex strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

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 U.S. dollar index, which measures the greenback against a basket of other currencies, moved up to 84.42 today, its highest level since July 2010.

By using this popular index and the financial products tied to it, you can measure your portfolio's relative performance, invest in the equity market, hedge against risk, and even lever up your exposure.

Institutional bond investors often use the indexes as a benchmark against which to measure their performance.

Market - capitalization based indexes have served a useful purpose as indicators of broad market performance and as benchmarks against which to measure active manager performance.

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.

The Consumer Price Index is a broad measure of inflation, and inflation can have a dramatic impact on a currency's value against rival currencies.

* Risk objectives are measured over a complete market cycle against the underlying index's eligible universe of securities, weighted by market capitalization.

Indexes and averages serve as useful benchmarks against which investors can measure the performance of their own portfolios.

The RealBeta ™ of the fund, measured against an ETF tracking the broad equity market as opposed to just a large - cap index, was around 1.08.

This does not necessarily argue against active management; it only suggests that active managers should be measured against the correct benchmark, which, in the case of a value investor, is a passive index of value stocks.

Additionally, the S&P 500 index is often used as a baseline level of performance against which mutual funds and other asset managers» performance is measured.

The debate, in a nutshell, goes something like this: Why pay higher fees for an actively managed fund that has a shot at posting much bigger returns than the index it's measured against but which also runs the risk of posting smaller returns, when you can buy a low - cost index fund, such as those that track the performance of the S&P 500 index, which pretty much guarantees that your returns will be in line with the index?

To see how tough it has been for value investors, and the impact of the Magic Formula effect, I backtested the performance of four indexes against the value decile of each (measured by the enterprise multiple or EBITDA / enterprise value — overview of the research on the enterprise multiple here).

The S&P 500 index is commonly used as a benchmark that investors use to measure the performance of their individual portfolios against.

As the FT reports, the group looked at 2,500 funds (including both equity and bond funds), and found that only 18 % of them managed to beat the index they were measuring themselves against.

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

The index measures the cost of using options as insurance against declines in the S&P 500.