Sentences with phrase «proprietary index»

They may use proprietary indexes, which are easy to create but not easy to understand.
Both ALFA (0.95 % expense ratio) and GURU (0.75 % expense ratio) have their own proprietary indexes created from top stock holdings of favored hedge funds.
The Multi-Strategy and Strategic4 Indexes are proprietary indexes of stock performance created by Jackson to add the opportunity for greater diversity.
However, they say the defendants did not invest in any of the competitive index fund offerings in the marketplace, choosing instead to profit themselves and their affiliates by investing exclusively in Principal's proprietary index funds, despite fees that were five to 15 times higher than marketplace alternatives that tracked the exact same index.
The LibertyQ U.S. Large Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 1000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.
The ECRI framework covers 21 economies, incorporating well over 100 proprietary indexes designed to be comparable across borders.
Those products benchmark typical indexes, such as the S&P 500, and combine with other gauges, including proprietary indexes, to control volatility.
Franklin LibertyQ ETFs track proprietary indices constructed from a deliberate combination of well - established performance attributes — often called factors - that together seek to deliver attractive risk - adjusted returns.
The company's proprietary indexing technology selects cases that best fit a customer's unique situation, mirroring the reasoning and research process that Canadian employment lawyers use, and creates a customized counter-offer letter an individual can use when negotiating with their former employer.
«Meanwhile, SSGA -LSB-'s] replacement of Russell indices with its own proprietary index will likely result in its shareholders ending up with a slightly different portfolio.»
The LibertyQ U.S. Mid Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell Midcap ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.
They also fault the proprietary indexes as being opaque black boxes.
PNC's Household Economic Stress Index is a proprietary index that measures the economic stresses that households face.
Our long history has allowed us to build extensive databases of proprietary index, risk and ESG data, as well as accumulate valuable historical market data, which is difficult to replicate and provides us with a substantial competitive advantage.
The ETF — based on iBillionaire's proprietary index — will run a portfolio of 30 of the large - cap S&P 500 stocks most favored by billionaire investors based on their most recent 13F filings with the SEC.
According to the sponsor, the fund follows a proprietary index that
The issuer states that this product implements a proprietary index which
The Multi-Strategy Index is a proprietary index created by and for the sole use of Jackson.
It is also a proprietary index created by and for the sole use of Jackson.
The graphs show the performance of each sub-industry over the last ten years, derived from my own proprietary indexes.
The Multi-Strategy Index is a proprietary index of stock performance created by Jackson to add the opportunity for greater diversity.
Homeowners age 62 and older saw an increase in home equity of 2.4 % in the second quarter of 2017 for a combined total of $ 162 billion.1 According to the proprietary index, developed by NRMLA and RiskSpan in 2000, the driving factor of the increase in equity appears to be home values.
More recently companies have designed proprietary indexes to beat the market as well as those that credit interest when the market goes down.
Various measures combine to inform the Schroders Global Cities Index, a proprietary index that ranks cities in order of their attractiveness from a real estate investment perspective.
, a proprietary index that ranks cities in order of their attractiveness from a real estate investment perspective.
Franklin is betting that combining all four will create proprietary indexes that its ETFs can track to beat the overall market, attracting strong AUM inflows and allowing it to charge slightly above average expense ratios (e.g. 0.25 % for the LibertyQ US Equity ETF).
The plaintiffs asset that, «Given the high fees and history of poor performance of Principal's index funds, a prudent fiduciary of a multi-billion dollar suite of target - date funds acting in the best interest of the trust beneficiaries would have removed these proprietary index funds from the Principal CITs at the beginning of the relevant period and replaced them with more competitive marketplace alternatives.
The LibertyQ U.S. Small Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 2000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.
Index funds use the same asset allocation idea and consist of a portfolio of different securities that either replicates or resembles an existing, known market index or follows an fund's own proprietary index.
Michael works with clients across the financial services ecosystem, but has particular expertise guiding financial advisors in the launch of their own proprietary indices, bridging the gap between passive and active approaches to the markets.
The firm's suite of products includes multi-asset solutions, proprietary indexes, and a family of ETFs.
Advised the Client on the violations included in the derivative transaction issued in the United Kingdom related to proprietary indices and the violations within the Offering Memorandum and the Subscription Agreements relating to the funds
While Google stores the digitized materials in its own proprietary index, the Internet Archive offers an alternative to libraries by offering materials in an open format accessible... [more]
We then weigh each asset according to its total market capitalization contribution before combining the whole number by using our proprietary index divisor.
Homeowners age 62 and older saw an increase in home equity of 2.4 % in the second quarter of 2017 for a combined total of $ 162 billion.1 According to the proprietary index, developed by NRMLA and RiskSpan in 2000, the driving factor of the increase in equity appears to be home values.
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