Sentences with phrase «traditional benchmark indices»

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

Franklin Liberty ETF portfolio managers have the opportunity to respond to market events, navigate through various market environments and invest outside the confines of traditional benchmark index products.

Franklin Liberty ETF portfolio managers have the opportunity to respond to market events, navigate through various market environments and invest outside the confines of traditional benchmark index products

Not exact matches

While a traditional index fund endeavors to passively track an index like the S&P 500, smart beta funds restrict (or expand) their investment universe in comparison to the benchmark in order to deliver a specific investment goal.

Hybrid indexes may be on the rise but the traditional benchmarks — the Standard & Poor's 500 index, the Dow Jones Industrial Average index or the Barclays Bond index — still dominate.

Franklin Liberty actively managed ETFs have the potential to achieve better investment outcomes versus traditional market capitalization weighted index products, which are designed to track, not outperform, benchmark indices.

These factors have resulted in a heightened risk of capital loss for traditional index - oriented fixed income strategies and the benchmarks they follow.

In another reduction of alternative indexes that use different valuations and business fundamentals to weight companies, Claymore Advisors is seeking to switch an existing exchange - traded fund to a more traditional market - cap size weighted benchmark.

A new study examines six benchmark indexes that write S&P 500 ® (SPX) index options, comparing their performances with those of traditional stock, bond and commodity benchmark indexes.

The traditional measurement of the extent of active management employed by a mutual fund relies on methods comparing a fund's historical returns to those of its benchmark index.

An absolute return strategy is independent of traditional benchmarks such as the S&P 500 Index or the Barclays U.S. Aggregate Bond Index, which gives it the freedom to invest in a wide variety of securities as well as a variety of strategies to hedge specific types of risk.

iShares was among the pioneers in the industry more than a decade ago, and they've remained steadfast in their position that traditional indexing — plain vanilla, cap - weighted funds that track third - party benchmarks — is still the best solution for investors.

The traditional benchmark for comparison, as others have mentioned, is the rate of return (including dividends) from the Standard and Poors 500 Index.

This process results in a benchmark agnostic, high active share, all - cap portfolio of 30 - 50 businesses which tends to behave differently from traditional Emerging Market indices.

In the traditional approach, the benchmark is a single large - cap blend index, such as the S&P 500 ®.

These strategies could be used to balance a portfolio or express short - term tilts, so an appropriate benchmark for them is a traditional style index — using a growth index for momentum ETFs, a broad market index for quality ETFs and a value index for (you guessed it) value ETFs.

Some ETF companies increasingly try to set their products apart from traditional market index funds by inferring the indexes they follow will have better performance than the benchmarks.

Franklin Liberty actively managed ETFs have the potential to achieve better investment outcomes versus traditional market capitalization weighted index products, which are designed to track, not outperform, benchmark indices

Rather than picking stocks directly or using mutual funds where a manager is trading stocks on behalf of similarly minded investors, traditional index funds aim to replicate the returns of any given benchmark while aiming to minimize both costs and something called tracking error.

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

What's interesting about the available 1 year data is that it is benchmarked to a traditional 60/40 index.

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

«The Index follows Morningstar's strategic beta methodology, which typically aims to enhance returns or minimize risks relative to a traditional market - capitalisation - weighted benchmark.

Short ProShares ETFs are non-diversified and should lose value when their market indexes or benchmarks rise — a result that is opposite from traditional ETFs — and they entail certain risks including risk associated with the use of derivatives (swap agreements, futures contracts and similar instruments), imperfect benchmark correlation, leverage and market price variance, all of which can increase volatility and decrease performance.

«In exchange for less upside when all is going great, the stocks in these indexes tend not to explore any correction depths to the same degree as traditional benchmarks,» says Rebetez.

The funds» returns are compared against the S&P / TSX Composite Index, the traditional benchmark for Canadian equity funds.