Sentences with phrase «to a benchmark index»

One uses custom benchmark portfolios to compare the performance of actual (client) portfolios to an identical portfolio comprised of benchmark indices.

They can make attractive equity and fixed income investments that they believe can outperform the market, including those not owned in benchmark indices.

The third row has the returns for the exact same model funded with benchmark indices.

We mention the elusive «proper benchmark index» on other pages, but have yet to define it.

You want managers with strong records relative to an appropriate benchmark index.

The average fund return can be worse by 2.5 % to 3.5 % compounded per year compared to the stock market benchmark indices.

Understanding the six tables and graphs: What you're doing is comparing three sets of asset allocation mixes, using benchmark index returns.

Then compare that performance to the relevant benchmark index shown on each graph.

The custom benchmark index, and / or the custom reference asset, can be one investment or a portfolio of hundreds.

Smart beta refers to a methodology of index construction that seeks to achieve better risk - adjusted returns compared to traditional market capitalization weighted benchmark indices.

Its 8 percent year - to - date gain makes it the best - performing benchmark index of 2018.

Portfolio managers have the flexibility to respond, with discretion, to market events and operate outside the confines of traditional benchmark indices.

You can use the actual returns of the 22 benchmark indices shown on the table of mutual fund returns if you don't know what to input here.

The performance differential results in part from what the underlying benchmark index considers an emerging market.

Active management is when a fund manager picks stocks on an ongoing basis, rather than aiming to match benchmark indexes.

Beta: A measure of the volatility of the fund's total returns relative to the general market as represented by a corresponding benchmark index of the fund.

There are now more benchmark indexes than there are stocks, over 5,000 of them.

I also further agree that scheme names are confusing having nearly same mandate with some times same benchmark index also.

A fixed indexed annuity is a contract between you and an insurance company where the potential interest earned is linked to an external benchmark index.

For nearly 20 years, all exchange - traded funds (ETFs) brought to the market replicated well - known benchmark indexes.

The risk is also lower than the concerned benchmark index.

We look for value beyond mainstream benchmark indexes, pursue new drivers of return, and take a broader view of market risk with the goal of reducing volatility.

If they appear to be using the wrong benchmark index, then they probably are.

In investing, there is usually a viable benchmark index that can be used as a baseline for making these types of performance comparisons.

An ETF of ETFs aims to strike a delicate balance between the two and beat a standard benchmark index.

I looked at how each fund's total return compared to its own benchmark index.

Below is the same 15 - asset class models funded with benchmark indices.

• Evaluate how they've stacked up against their proper benchmark index.

ETF managers use benchmark indexes to manage their ETF portfolios.

How has it been performing versus the relevant benchmark index?

The hedge fund may well be short the underlying benchmark index, and just looking to extract alpha (from a reduction / elimination of the discount).

Active management occurs when an investment funds manager picks stocks, rather than simply aiming to match benchmark indexes.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

Main Street's Index, the BetterInvesting 100, Dropped in February But Grew 12.6 % Annually for Past Decade, Outperforming Its Benchmark

To be clear, my colleague Professor Snowball has written often about the difficulties of beating benchmark indices for those funds that actually try.

Given the size and depth of the $ 450 billion Saudi stock market, Ashmore expects the kingdom to be included in the main emerging markets benchmark indexes by mid-2017, which could attract billions of dollars of additional investment flows.

Generally, the best long - term predictors of fund outperformance remain a low expense ratio (fees), minimal portfolio turnover (a proxy for trading costs), and divergence from benchmark index weightings.

For example, S&P is the creator of the S&P 500 index, the most popular benchmark index for US equity returns.

Apple's stock has underperformed benchmark indexes this year amid investor criticism that the Cupertino, Calif., tech giant hasn't delivered new breakthrough products.

The SPIVA ® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons.

A way to tell is to compare the S&P 500 return to the Moderate Benchmark Index Model s returns.

We've been more or less lagging benchmarks indexes since the Trump election upset so it is a little early to spike the football, but our year - to - date figures are now closing in on these hard to beat funds.

This chapter looks at how benchmark indices like the FTSE are calculated.

Franklin Liberty actively managed ETFs strive to outperform traditional market capitalization weighted index products that are designed only to track benchmark indices.

Most of these purchases happen in the last 30 minutes of trading and in heavy volumes, according to Reuters data analysis of last week's trades, indicating the aim of this intervention is to ensure benchmark indexes close higher.