Sentences with phrase «represent equity index»

[1] We use the average local returns of a range of international and domestic futures markets to represent equity index and bond sectors.

Not exact matches

European equities, as represented by the S&P Europe 350 Index, are now trading at less than 12x forward earnings and 1.3 x book value.

U.S. REITs represented by the FTSE NAREIT Equity REITs Index, measuring the stock performance of companies engaged in the ownership and development of the real estate markets.

Many investors believe that China is currently under - represented in global equity indices relative to its economic influence (for example, China represents roughly 17 % of global GDP, 11 % of global trade, and 9 % of global consumption but today comprises only a 3.5 % weight in the MSCI ACWI Index).1, 2 Given the size of the China A-shares market, inclusion in global indices is regarded as key to bringing China's overall representation more closely in line.

Finally, Chinese stocks (measured by the Shanghai Stock Exchange Composite Index) have trailed their Brazilian counterparts (measured by the Ibovespa Index) and moved in lock step with Russian equities (represented by the MICEX Index) since late January, based on Bloomberg data, and their low valuations are poised to potentially rise in a risk - on environment.

In actuality, according to data accessible via Bloomberg, European equities, as measured by the S&P Europe 350 Index, modestly outperformed the broader market, while stocks in Japan, represented by the MSCI Japan Index, had another strong year.

Regions / sectors are represented by the following indices: US Large Cap (S&P 500), US Mid Cap (Russell Mid Cap), US Small Cap (Russell 2000), Europe (MSCI Europe), Japan (MSCI Japan), Pacific ex Japan (MSCI Pacific ex Japan), Emerging Markets (MSCI Emerging Markets), International Equities (MSCI ACWI ex USA), Global Equities (MSCI World).

US equity is represented by S&P 500 Index; International equity is represented by the MSCI World ex USA Index.

This is a broad market index that seeks to represent all US equity issues, excluding the S&P 500 Index (which is covered by the TSP C Findex that seeks to represent all US equity issues, excluding the S&P 500 Index (which is covered by the TSP C FIndex (which is covered by the TSP C Fund).

The National Association of Active Investment Managers Exposure Index represents the average exposure to US equity markets by its members.

It is a market capitalization index representing about 75 % of the U.S. equity market.

For instance, this year through the end of November, EM debt in USD, as represented by the J.P. Morgan EMBI Global Index (EMBIG), returned 2.77 percent, outperforming EM equities, as measured by the MSCI Emerging Markets Index.

Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange - traded fund (SPY) in 1993, passive, index - replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public.

What happens if we extend the «Simple Asset Class ETF Value Strategy» (SACEVS) with a real estate risk premium, derived from the yield on equity Real Estate Investment Trusts (REIT), represented by the FTSE NAREIT Equity REITs equity Real Estate Investment Trusts (REIT), represented by the FTSE NAREIT Equity REITs Equity REITs Index?

The fund tracks the MSCI USA Small Cap Extended ESG Focus Index, which is derived from the MSCI USA Small Cap Index that represents the bottom 14 % of the market capitalization of U.S. equities.

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.

Along with its near - twin, the Total Stock Market Index DWCF, +0.07 % I believe the S&P 500 represents the majority, perhaps even 60 %, of all U.S. equity mutual fund and ETF holdings.

Not all indices are created equally, especially those representing US small - cap equities.

The Index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect value characteristics.

Foreign Developed and Emerging Markets equity valuations are also attractive relative to their own history as represented by the 70th (CAPE) and 50th (P / B) historical percentile ranking for the MSCI EAFE Index, and the 25th (CAPE) and 64th (P / B) historical percentile ranking for the MSCI Emerging Markets Index.

It makes up less than 3 % of the U.S. Equity market and is represented by the smallest 1,000 securities in the small - cap Russell 2000 ® Index plus the next 1,000 securities.

The MSCI World Index is a broad global equity benchmark that represents large and mid-cap equity performance across 23 developed markets countries.

The market - cap - weighted FTSE Canada Index represents about 75 % of the Canadian equity market.»

The MSCI EAFE Index, representing Foreign Developed equity markets, began in 1970 and over the past 46 years, its annual returns were flat 11 % of the time.

For example, your Canadian equity portfolio could be compared against the S&P TSX Composite as represented by iShares S&P / TSX 60 Index ETF (XIU: TSX), Horizon's S&P / TSX 60 ™ Index ETF (HXT: TSX), BMO's S&P / TSX Capped Composite Index ETF (ZCN: TSX) or Vanguard's FTSE Canada Index (TSX: VCE).

By the way, not to confuse you further, but there are many other «Dow Jones Indexes» around, which represent various parts of the equity market.

For example, a balanced portfolio consists of 60 % equities (as represented by a broad equity index, such as the MSCI All Country World Index) and 40 % bonds (as represented by the Barclays Capital Aggregate Bond Inindex, such as the MSCI All Country World Index) and 40 % bonds (as represented by the Barclays Capital Aggregate Bond InIndex) and 40 % bonds (as represented by the Barclays Capital Aggregate Bond IndexIndex).

Similarly, Lipper shows 2,447 US Equity funds, which is nearly as many funds as there are equities in the Russell 3000 Index, representing 98 % of the US public equity mEquity funds, which is nearly as many funds as there are equities in the Russell 3000 Index, representing 98 % of the US public equity mequity market.

The two examples above only represent a very small percentage of the many methods used to credit interest in an equity - indexed annuity.

The iShares Dow Jones U.S. Financial Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the financial and economic sectors of the U.S. equity market, as represented by the Dow Jones U.S. Financials Index.

The indexes representing each asset class are: S&P 500 ® Index (for Large Cap Equity); Barclays U.S. Aggregate Bond Index (for Fixed Income); MSCI EAFE Index (for International Equity); Russell 2000 Index (for Small Cap Equity); and Citi Treasury Bill 3 - Month Index (for Cash).

Due to the limitation of other indexes, which were excluded from this illustration due to their shorter time periods, the allocation represented may be more general than an actual recommended allocation (for example, it may exclude particular styles and subsets within equity and fixed income).

This index includes virtually all of the U.S. equity securities for which prices are readily available and thus represents one of the broadest measures of the U.S. stock market.

The 3,000 stocks in this index represent about 98 percent of the U.S. equity market.

US Equity is represented by S&P 500 Index; International Equity is represented by the MSCI World ex USA Index.

The Frank Russell Company also breaks down this particular index into two other major equity indexes — the Russell 1000 Index, which measures the performance of the top 1,000 stocks in the 3000 Index and represents about 10 percent of the 3000's market cap, and the Russell 2000 Index, which measures the performance of the 2,000 smallest companies in the 3000 Iindex into two other major equity indexes — the Russell 1000 Index, which measures the performance of the top 1,000 stocks in the 3000 Index and represents about 10 percent of the 3000's market cap, and the Russell 2000 Index, which measures the performance of the 2,000 smallest companies in the 3000 IIndex, which measures the performance of the top 1,000 stocks in the 3000 Index and represents about 10 percent of the 3000's market cap, and the Russell 2000 Index, which measures the performance of the 2,000 smallest companies in the 3000 IIndex and represents about 10 percent of the 3000's market cap, and the Russell 2000 Index, which measures the performance of the 2,000 smallest companies in the 3000 IIndex, which measures the performance of the 2,000 smallest companies in the 3000 IndexIndex.

MSCI World Index Ex USA (Representing International Equity): The MSCI World ex USA Index captures large and mid cap representation across 22 of 23 developed markets countries * — excluding the United States.

US REITs are represented by the MSCI US REIT Index, which is a free - float market - cap - weighted benchmark comprised of equity REIT securities that belong to the MSCI US Investable Market 2500 Index.

S&P 500: S&P 500 Index is a market capitalization - weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performIndex is a market capitalization - weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performindex of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

Russell 2000 ® Index (Representing U.S. Small Cap Equity) Measures the performance of approximately 2,000 small - cap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocks.

The index is a subset of the Dow Jones U.S. Select Real Estate Securities Index (RESI), which represents equity real estate investment trusts (REITs) and real estate operating companies (REOCs) traded in the U.S. Effective October 20, 2017, the BofA Merrill Lynch indices were renamed ICE BofAML indindex is a subset of the Dow Jones U.S. Select Real Estate Securities Index (RESI), which represents equity real estate investment trusts (REITs) and real estate operating companies (REOCs) traded in the U.S. Effective October 20, 2017, the BofA Merrill Lynch indices were renamed ICE BofAML indIndex (RESI), which represents equity real estate investment trusts (REITs) and real estate operating companies (REOCs) traded in the U.S. Effective October 20, 2017, the BofA Merrill Lynch indices were renamed ICE BofAML indices.

In the correlation analysis in Exhibits 1 and 2, the Japanese equities market is represented by the S&P Japan 500 (TR), the U.S. equities market is represented by the S&P 500 JPY Hedged (TR), and the Japanese sovereign bond market is represented by the S&P Japan Sovereign Bond Index.

Investors can add a second layer of risk management by including asset classes in their portfolios that fall outside (or represent tiny components of) traditional global equity and bond indexes.

The Russell Top 200 ® Value Index measures the performance of the large - cap segment of the U.S. equity universe represented by stocks in the largest 200 by market cap that exhibit value characteristics.

Benchmarks Benchmarks have been constructed using combinations of MSCI ACWI and the Bloomberg Barclays Global Aggregate (Dollar Hedged») Total Return index, blended to represent the weighting of equity and fixed income allocations maintained in the associated SoFi Iindex, blended to represent the weighting of equity and fixed income allocations maintained in the associated SoFi IndexIndex.

C US equities are represented by the S&P 500 Index, which is a market capitalizationweighted price index composed of 500 widely held common stIndex, which is a market capitalizationweighted price index composed of 500 widely held common stindex composed of 500 widely held common stocks.

We valued a set of 103 DD structured products representing all DDs issued with unique CUSIPs linked to equities or equities indexes.

Figure 5 displays the relationship between real global 10 - year equity returns7 (represented by the S&P 500, MSCI EAFE, and MSCI Emerging Market indices) and the average of the starting dividend and trailing 12 - month earnings yields.

Profit of companies in the Standard & Poor's 500 Index, the benchmark for American equity, is growing faster than shares, and represents a yield of 6.53 percent compared with 4.65 percent for 10 - year U.S. Treasury notes.

The MSCI All Ireland Capped Index is designed to represent the performance of the broad Ireland equity universe, while including a minimum number of constituents.