Ads
related to: caibx allocation index performance analysis report definition free- View Quick Demo
Meet Changes in Business Demands
with Confidence. Watch the Demo.
- Solutions for Finance
AI & Machine Learning at the Core
for Future-Ready Finance Solutions.
- Financial Management
Innovations that Keep Finance
One Step Ahead. View Our Demo.
- AI in Finance
Ability for Machines to Augment
Tasks Performed by Finance Teams.
- 2024 Magic Quadrant™
Work Moves Forward.
Workday Keeps You Ahead.
- Contact Sales
Discover Why the World's Leading
Companies Choose Workday.
- View Quick Demo
Search results
Results From The WOW.Com Content Network
Attribution analysis attempts to distinguish which of the various different factors affecting portfolio performance is the source of the portfolio's overall performance. Specifically, this method compares the total return of the manager's actual investment holdings with the return for a predetermined benchmark portfolio and decomposes the ...
Mutual Fund Report for CAIBX. For premium support please call: 800-290-4726 more ways to reach us
Benchmark-driven investment strategy is an investment strategy where the target return is usually linked to an index or combination of indices of the sector or any other like S&P 500. [1] With the Benchmarks approach the investor chooses an index of the market (benchmark). The goal of the fund manager is to try to beat the index performance-wise.
An index fund (also index tracker) is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance ("track") of a specified basket of underlying investments. [1]
Returns-based style analysis (RBSA) is a statistical technique used in finance to deconstruct the returns of investment strategies using a variety of explanatory variables. The model results in a strategy's exposures to asset classes or other factors, interpreted as a measure of a fund or portfolio manager's investment style .
Passive management (also called passive investing) is an investing strategy that tracks a market-weighted index or portfolio. [1] [2] Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.
The Certificate in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis. It includes investment performance measurement and attribution. It is offered by the CIPM Association, a body associated with the CFA Institute.
Comparison of asset and risk allocations. Risk parity is a conceptual approach to investing which attempts to provide a lower risk and lower fee alternative to the traditional portfolio allocation of 60% in shares and 40% bonds which carries 90% of its risk in the stock portion of the portfolio (see illustration).