Sentences with phrase «specified equities index»
Part of the interest rate earned is a guaranteed minimum, commonly 1 - 3 % paid on 90 % of premiums paid; the other part is linked to the specified equities index.
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These long - term options provide the holder the right to purchase, in the case of a call, or sell in the case of a put, a specified number of stock shares (or an equity index) at a pre-determined price up to the expiration date of the option, which can be three years in the future.
Using monthly data for conventional capitalization - weighted U.S. equity and bond indexes and for the specified smart beta indexes during 2007 through 2016, they find that: Keep Reading
An amount equal to 12.0 % of the product of (a) the equity market capitalization of the Managed REIT, and (b) the amount, expressed as a percentage, by which the Managed REIT's total return per share, exceeds the benchmark total return per share, of a specified REIT index.
They focus on net fund alphas, meaning after - fee returns in excess of the risk - free rate, adjusted for exposures to three kinds of risk factors well known at the start of the sample period: (1) traditional equity market, bond market and credit factors; (2) dynamic stock size, stock value, stock momentum and currency carry factors; and, (3) a volatility factor specified as monthly returns from buying one - month, at ‐ the ‐ money S&P 500 Index calls and puts and holding to expiration.
By the definitions above and with a narrower scope applied to equities & indexes, to be «long» the call means «to have the right but not the obligation to force the liable to buy a specified asset at a specified price with a specified expiration for that right» while to be «short» the call means «to have the obligation to be forced to sell a specified asset at a specified price with a specified expiration for that right».
For equity indexed universal life, the returns credited to the policy's cash value are based on the performance of an equity index (such as the S&P 500) over a specified period.