Sentences with phrase «performance over benchmark»

Historically, the Chakra team has focused on real world performance over benchmark performance.

Not exact matches

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

This framework considers the Chairman and CEO's self - assessment of performance against commitments in the year, both qualitative and quantitative, and also considers progress against strategic objectives, an analysis of IBM's total performance over a multi-year period, a competitive benchmark analysis, and other relevant information.

Over the full period analyzed, the benchmark has returned 6.9 % to investors versus 8.1 % for the comparative universe, but much of the performance in more recent years remains unrealized.

On June 9, MSCI Inc., the New York firm whose MSCI Emerging Markets Index is the most widely tracked benchmark of share - price performance outside the developed world, will disclose whether it plans to add mainland Chinese stocks to the index over the coming year.

The «All Plan Universe» currently tracks the performance and asset allocation of over $ 650 billion in assets under management across Canadian defined benefit (DB) pension plans, and is a widely - recognized performance benchmark indicator.

You can also use the «Benchmark» section on the right side to compare your average performance over time.

This formulation allows for the natural short - run variation in inflation over the cycle while preserving a clearly identifiable performance benchmark over time.

«With their own sizable investment portfolios, most public companies could use their power as shareholders to urge public companies and asset managers to take a relentlessly long - term focus... That may mean using performance benchmarks over three -, five - and even 10 - year periods, in addition to shorter period benchmarks.»

You should measure your performance over rolling five - year periods — with a shorter period the benchmark performance will be too random to measure against.

Better reporting should disclose fees, provide after fee rates of return over various time periods, and benchmark returns for performance comparison.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Wise financial stewards maintain command and control over their portfolio through better reporting which should disclose fees, provide after fee rates of return over various time periods, and benchmark returns for performance comparison.

This formulation allows for the natural short run variation in inflation over the cycle while preserving a clearly identifiable benchmark performance over time.

An important determinant of a floater's performance is the underlying benchmark or the reference rate, such as year over year change in the CPI (Consumer Price Index).

While the VIX Index itself is a gauge and is not investable, Cboe offers the following VIX - related benchmark indexes (all shown in image above) that are designed to serve as benchmarks for hypothetical investable performance over more than a decade.

, a benchmark often used to represent overall market performance, has fallen more than 1.7 percent over the last couple of weeks.

The Dow Jones industrial average, a benchmark often used to represent overall market performance, has fallen more than 1.7 percent over the last couple of weeks.

Compounding can also cause a widening differential between the performances of an ETF and its underlying index or benchmark, so that returns over periods longer than one day can differ in amount and direction from the target return of the same period.

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.

The campaign comes at a time when public education is increasingly riven by battles over the use of standardized testing in teacher performance evaluations and the rollout of the Common Core, new benchmarks for what students need to know and be able to do between kindergarten and the end of high school.

Harvest / Collegiate is part of the New York Performance Standards Consortium, where teachers create their own benchmark assessments — rigorous, authentic challenges — that can be used to monitor students» intellectual growth over time.

As that benchmark approaches there is some sense there will be greater scrutiny over what LEAs are doing to meet their academic performance goals.

The graph displays your student's Star Reading and Star Math scores in relation to a trajectory of achievement through grade 11 (the year students most commonly take the ACT), and indicates performance associated with meeting the equivalent of ACT's College Readiness Benchmarks.2 This line is estimated back to grade 6 to show a pathway over time.

1991: Acura NSX Why it won: It distilled all of Honda's engineering experience and vast successes over the preceding quarter century while establishing new benchmarks for performance, affordability, and technology in exotic sports cars.

Stelvio is the first SUV in the over a century of history of the brand and has rewritten the rules for its class by setting new performance benchmarks, while Giulia is the sports sedan where functional and dynamic beauty combine to achieve peerless performance.

Thanks to over four decades of experience with turbocharged engines - in both motor racing and production sports cars - the new engines in the new 911 Carrera set benchmarks in performance, driving pleasure and efficiency.

Long touted as «the ultimate driving machine,» the BMW 3 Series has evolved over six generations since 1975 into a stylish sedan in addition to a benchmark performance car.

«Thanks to the strong structure, the suspension tuning between the coupe and convertible models is identical, meaning the ZR1 convertible offers the same benchmark performance, including a top speed of over 200 mph.»

Thanks to the strong structure, the suspension tuning between coupe and convertible models is identical, meaning the ZR1 convertible offers the same benchmark performance, including a top speed of over 321 kmph.»

Over the past five years, Google has dramatically outperformed the S&P 500 Index, which is the benchmark for the performance of a stock portfolio.

The SPIVA India Scorecard reports on the performance of actively managed Indian mutual funds compared with their respective benchmark indices over one -, three -, and five - year investment horizons.

As tracked by the S&P Japan Bond Index, a broad base benchmark that measures the performance of the government and corporate local currency bonds in Japan, the total outstanding par amount have reached over 1,070 trillion Yen this August.

IPO performance has traced a similar path as the small - stock benchmarks over the past two years.

Those that have been around long enough to provide a substantial track record, such as 3 -, 5 -, and 10 - year returns, give investors an idea of the stability level when measuring performance over time with a benchmark such as U.S. Treasury bills.

Delivers performance that meets the benchmark index over time.

Are your investments matching the performance of their benchmark index over time?

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

The scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

According to the 2015 year end SPIVA ® Europe Scorecard, which measures the performance of actively managed funds against their benchmarks, 84 % of U.S. active funds underperformed the S&P 500 and an astounding 98 % of U.S. active funds trailed their benchmark over the past 10 years.

There is no correlation between front - loaded funds and their performance versus that of their benchmark even over very long periods of time.

As indicated by a performance chart for one of the funds mentioned in the articles, AQR Risk Parity Fund (AQRIX), it is not easy to beat that benchmark even over a period of several years:

The objective of our Tactical Conservative Composite (Core Fixed Income) is to deliver performance «alpha» above the benchmark iShares Universal Canadian Bond Index over reasonable time frames.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

Conducting an annual investment review over and above the pure performance number tells you not only how your portfolio has performed — and whether it has outperformed your benchmark — but whether it's time to make changes to your holdings.

The S&P Indices Versus Active (SPIVA) India Scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

First, what is really an appropriate performance benchmark for Dan Wiener's Growth Portfolio over 16 years?

Dear Raghuma, 1 — Based on ones investment horizon 2 — If the performance of the fund over a period of time has been bad Vs its peers / benchmark / fund category Avg returns.

Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

For example, Jensen's alpha takes into account performance over or under a theoretical benchmark using the following formula: