Sentences with phrase «performance of the given asset»

This online tool allows you to match the factor exposures or performance of the given asset or portfolio using a combination of assets from the given list.

Not exact matches

A world of customer experiences, data - based services, and asset performance through analytics, meanwhile, requires new forms of collaboration, particularly given the speed at which innovation and disruption are taking place.

This continuous pricing and the ability to place limit orders — means the ETF's performance for any given time period is based largely on the market price return during the holding period, rather than on the ETF's net asset value (NAV)-- the value of the stocks held by the ETF.

Changing the asset allocation slightly, however, tightened the range of those swings without giving up too much in the way of long - term performance.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

In fact, the majority of cryptocurrencies» performance in 2017 gave indications that 2018 would indeed be a year when digital assets will grow by heap and bounds going through waves of heightened trade volumes and of course, mass adoption.

Even as the Fed has sought to give much clearer signals about its intentions to raise base rates, the performance of US risk assets has continued to improve, suggesting that markets are comfortable with the prospect of a small rise in base rates in December.

The Asset Allocation area shows the performance of popular investment benchmarks and gives sample asset allocation moAsset Allocation area shows the performance of popular investment benchmarks and gives sample asset allocation moasset allocation models.

Following that long period of under - performance, many investors gave up on small cap, only to have it be the far better asset class for the following 17 years.

Morningstar examines historical financial performance; competitive advantages compared to the competition; intangible assets such as patents and brands; cost advantages; attributes that give a company pricing power; and efficiencies of scale, among others, in determining its moat ratings.

I used 7 asset classes in that research because I was interested in studying a multi-asset portfolio for as many years as possible (given the constraints of available performance data).

The Black - Litterman model supports both absolute views (expected return for the given asset) and relative views (asset # 1 will outperform asset # 2 by X), and addresses many of the shortcomings of mean - variance optimization, which often results in concentrated portfolios based on past asset performance.

Given the extremely limited inventory of real - return bonds, performance of funds in this asset class really comes down to who can keep their costs lowest.

Whilst the RoE is somewhat below our long - term target of 10 - 15 % (5), and below our long - term average of 13.0 %, we are pleased with the RoE to shareholders over the first half, particularly given the poor results from many market indices and the performance problems of several alternative asset managers.

This surprises most people, because the investment industry gives far more attention to telling you about hot stocks and mutual fund performance rankings than to explaining the critical importance of asset allocation (that is, how much space you make in your investment garden for stocks versus how much room you allocate to bonds).

This portfolio optimization tool performs rolling portfolio optimization where at the start of each period the portfolio asset weights are optimized for the given performance goal based on the specified timing window of past returns.

In Table 1, the performance statistics of life cycle funds are given with the funds grouped in categories by fund asset allocation approach — active, fixed allocation, and transition.

Why: Preferred shares are a tricky asset class, since they give Canadian investors bond - like performance with the tax efficiency of dividend - paying stocks.

The fees deducted from NACUBO portfolios include: (i) management fees paid to direct asset managers for investment and management services, excluding performance fees which can vary widely and may not be indicative of expected rates for a given period; (ii) fund - of - fund fees, which represent aggregate blended management fee rates paid directly to fund - of - fund providers; (iii) advisory fees, which may include consulting fees in addition to fees for investment advisor services; (iv) fund operating expenses; and (v) custody fees.

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.

First, Georgina Adam wondered on Twitter if VARA gave Prince the ability to destroy its value (then she tweeted that she applauded his decision); then, Artnet News thought it was a joke; and, now, the New York Times is pretty sure Prince isn't doing some kind of performance art but they're still more interested in whether the work will retain any asset value.

There's no other asset class in the world that could've given you the historical performance of this sector.

Developed appropriate cost of capital given economic cycles, industry trends, and historical financial performance with Capital Asset Pricing model, Build - Up model, and Weighted Average Cost of Capital.

The median price of a home was up 4.3 percent nationally in 2000, a solid performance, given the safety of the asset value and all the other tangible benefits that come from owning a home, says David Lereah, NAR chief economist.

The awards focus on property fundamentals and give a fair evaluation of the quality of stock, asset selection and management performance and reflect the underlying value of a property portfolio.