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Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .
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.
Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.
Dynamic asset allocation is a strategy used by investment products such as hedge funds, mutual funds, credit derivatives, index funds, principal protected notes (also known as guaranteed linked notes) and other structured investment products to achieve exposure to various investment opportunities and provide 100% principal protection.
Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]
between 2008 and 2012, better performance than 25% of all directors The Harry R. Jacobson Stock Index From January 2008 to May 2012, if you bought shares in companies when Harry R. Jacobson joined the board, and sold them when he left, you would have a -35.6 percent return on your investment, compared to a -10.3 percent return from the S&P 500.
The investments in a portfolio will perform according to the market. As time goes on, a portfolio's current asset allocation will drift away from an investor's original target asset allocation (i.e., their preferred level of risk exposure). If left unadjusted, the portfolio will either become too risky, or too conservative.
It’s NASCAR’s turn to throw its version of the Super Bowl, and the Daytona 500 is trying hard to match the hype after being delayed for hours due to rain. Captain America actor Anthony Mackie ...
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