Sentences with phrase «rule based methodology»

Then, based on that larger selection of stocks, the fund managers use their «rule based methodology» to select the stocks with the lowest volatility.

The Fund utilizes a rules based methodology that considers the three year dividend growth rate, yield, and payout ratio to invest in Canadian equities.

Not exact matches

Investors should be aware that SOCL uses a committee - based approach to select its portfolio companies, as opposed to the rules - based methodologies that dominate most of the ETF industry.»

Applying the ratio of entities that meet the SBA size standards to the number of affected entities, based on the methodology described at greater length in the RIA of the Fiduciary Rule, the Department estimates that the number of small entities affected by this final rule is 2,438 BDs, 16,521 Registered Investment Advisors, 496 insurers, and 3,358 other ERISA service providRule, the Department estimates that the number of small entities affected by this final rule is 2,438 BDs, 16,521 Registered Investment Advisors, 496 insurers, and 3,358 other ERISA service providrule is 2,438 BDs, 16,521 Registered Investment Advisors, 496 insurers, and 3,358 other ERISA service providers.

MSCI Emerging Markets Indexes offer a building block approach with a rules - based, consistent and transparent methodology.

But to quickly learn the key details of how our disciplined, rule - based trading methodology works, check out our complete online swing trading course today.

Although I have my own, rule - based swing trading strategy, which has been thoroughly explained on this blog and nightly newsletter over the years, my trading system is just one of many types of successful trading methodologies out there.

MSCI EAFE Indexes offer a building block approach with a rules - based, consistent and transparent methodology.

Major index providers, such as the FTSE, MSCI, and S&P (which produces the TSX Composite index) publish detailed documents that set forth the bases on which stocks are included and excluded from the index, the weighting methodology, rules for rebalancing and information on how decisions relating to the index are made.

Their methodology is based around YNAB's Four Rules:

While the index construction principles of transparency, liquidity, and systematic rules - based methodologies are widely similar between equities, commodities and other asset classes, there are details that distinguish the asset classes.

Factor - based investing can be implemented passively with the aid of factor indices aiming to provide exposure to specific factors, following rules - based methodologies, which tend to be more cost effective and transparent than actively managed portfolios.

We apply a disciplined, rule - based trading methodology to our global investment strategy.

Factor indices look to capture targeted risk premia following a rules - based and transparent index methodology.

Instead, it follows a «rules - based methodology» to screen stocks according to yield, dividend growth and payout ratio.

BMO Asset Management chief investment officer Kevin Gopaul says 19 of BMO ETFs» 62 ETFs are rules - based and follow BMO's own methodology «but I don't call them active.»

Then, in 2006, the SEC allowed WisdomTree Investments to «self - index,» provided the methodologies behind its ETFs were rules - based and transparent.

XTF has a couple of new Canadian equity ETFs that use rules - based methodologies to build diversified portfolios of Canadian equities.

«Everything else in our lineup is effectively index - based in that they are transparent rules - based methodologies that employ a clearly defined methodology for selecting and weighting securities in a manner other than by a stock's price,» he said.

Strategy ETFs use a particular rules - based methodology to select stocks, and some have truly excelled in driving performance for investors.

The funds do not track a third - party index: rather, the portfolios are built using a rules - based methodology.

Our LibertyQ ETFs utilize a rules - based investing methodology, track an underlying index, and seek to achieve better risk - adjusted returns compared to traditional market cap weighted indices.

According to the prospectus, USMV «follows a rules - based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index.»

The DeltaShares S&P 600 Managed Risk ETF tracks an index that shifts allocations between US small - cap stocks, Treasurys, and cash through a rules - based methodology determined by overall portfolio volatility.

The rules - based, proprietary methodology employs a multi-layered risk - controlled approach that seeks to lower concentration among individual stocks and enhance returns by emphasizing companies with favorable diversified risk premia expression, including valuation, momentum, and quality characteristics.

Reapply the investment process twice a year in March and September to ensure the portfolio stays true to the rules - based index methodology

The rules - based proprietary methodology employs a multi-layered risk - controlled approach that seeks to achieve its de-concentration, risk - reduction, and return objectives by selecting companies with favorable diversified risk premia expression, including valuation, momentum, quality, and volatility characteristics.

The rules - based, proprietary methodology employs a multi-layered risk - controlled approach that seeks to improve diversification, balance risk across sectors by utilizing expected tail loss (ETL) estimations, and reduce volatility through security selection and portfolio composition.

The index utilizes a rules - based methodology that is designed to identify the companies using disruptive technologies in each of ten thematic areas: Healthcare Innovation, Internet of Things, Clean Energy and Smart Grid, Cloud Computing, Data and Analytics, FinTech, Robotics and Artifi cial Intelligence, Cybersecurity, 3D Printing, and Mobile Payments.

The Underlying Index, created by Dhandho, utilizes a proprietary, rules - based methodology to select approximately 100 U.S. equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ Stock Market from three categories of issuers: Share Buybacks, Select Value Manager Holdings, and Spin - Offs.

The bonds held in this portfolio all have an effective maturity date of 2018 as determined in accordance with a rules - based methodology developed by PC - Bond.

You obviously have fund managers at your firm who could have easily drawn up their own rules - based methodology for your ETFs.

Any newly created index, whether it is cap - weighted or it uses another rules - based methodology, is subject to manipulation or data mining.

So we came up with a rules - based methodology that had liquidity filters and market - cap filters, but the portfolio manager can look at it and say, «No, such - and - such got through, but that's a minefield — not just because it's a bad company, but because there's a problem with the specific issue,» or whatever.

Previously even self - indexed ETFs were required by the SEC to track independently calculated, rules based indices that publically disclosed their methodology and underlying constituents.

The methodology is based on defined and predetermined rules and objective criteria to select and rebalance components to maximize representation of the Hedge Fund Universe.

The rules - based, proprietary methodology employs a multi-layered risk - controlled approach that seeks to de-concentrate individual security risks while selecting companies exhibiting favorable risk premia factors including quality, momentum, and value.

LibertyQ ETFs utilize a rules - based investing methodology of index construction, which tracks an underlying index, and seeks to achieve better risk - adjusted returns compared to traditional market cap weighted indices.

Gaines is a highly regarded conceptual artist known for employing rule - based methodologies such as plotting or mathematics to present his visual and often text - based renderings of historical, cultural and social inquiry.

For more than forty years, Charles Gaines has employed rule - based methodologies to investigate the disparities and slippages between visual and linguistic meaning.

The district court correctly noted that its function at the class certification stage was not to determine whether plaintiffs had stated a cause of action or whether they would prevail on the merits, but rather whether they had shown, based on methodology that was not fatally flawed, that the requirements of Rule 23 were met.

Based on the methodology described above, the total cost of complying with the final rule in the initial year of 2003 is $ 1.9 billion.

Observed and assessed student performance and kept thorough records of progress.Implemented a variety of teaching methods such as lectures, discussions and demonstrations.Established clear objectives for all lessons, units and projects.Encouraged students to persevere with challenging tasks.Set and communicated ground rules for the classroom based on respect and personal responsibility.Identified early signs of emotional, developmental and health problems in students and followed up with the teacher.Tutored children individually and in small groups to help them with difficult subjects.Taught after - school and summer enrichment programs.Established positive relationships with students, parents, fellow teachers and school administrators.Mentored and counseled students with adjustment and academic problems.Delegated tasks to teacher assistants and volunteers.Took appropriate disciplinary measures when students misbehaved.Improved students» reading levels through guided reading groups and whole group instruction.Used children's literature to teach and reinforce reading, writing, grammar and phonics.Enhanced reading skills through the use of children's literature, reader's theater and story time.Differentiated instruction according to student ability and skill level.Taught students to exercise problem solving methodology and techniques during tests.Taught students in various stages of cognitive, linguistic, social and emotional development.Encouraged students to explore issues in their lives and in the world around them.Employed a wide variety of fiction and non-fiction textual materials to encourage students to read independently.