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  2. Grubel–Lloyd index - Wikipedia

    en.wikipedia.org/wiki/GrubelLloyd_index

    The Grubel–Lloyd index measures intra-industry trade of a particular product. It was introduced by Herb Grubel and Peter Lloyd in 1971. = (+) ...

  3. Intra-industry trade - Wikipedia

    en.wikipedia.org/wiki/Intra-industry_trade

    Various indexes of IIT have been created, including the Grubel–Lloyd index, the Balassa index, the Aquino index, the Bergstrand index and the Glesjer index. Research suggests that IIT is not simply a fiction or artifact produced by statistical classifications and definitions, but very much a reality.

  4. Modified Dietz method - Wikipedia

    en.wikipedia.org/wiki/Modified_Dietz_method

    The modified Dietz method [1] [2] [3] is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the ...

  5. Model Portfolios Gain Popularity: Advisors, Take Note

    www.aol.com/model-portfolios-gain-popularity...

    Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity.Assets following model portfolios grew to $349 billion as of ...

  6. Herb Grubel - Wikipedia

    en.wikipedia.org/wiki/Herb_Grubel

    Grubel has published 27 books and more than 130 professional articles in economics, dealing with international trade and finance and a wide range of economic policy issues. One of his most important contributions to international economics is the Grubel–Lloyd index , which measures intra-industry trade of a particular product.

  7. Tracking error - Wikipedia

    en.wikipedia.org/wiki/Tracking_error

    Under the assumption of normality of returns, an active risk of x per cent would mean that approximately 2/3 of the portfolio's active returns (one standard deviation from the mean) can be expected to fall between +x and -x per cent of the mean excess return and about 95% of the portfolio's active returns (two standard deviations from the mean) can be expected to fall between +2x and -2x per ...

  8. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    The Brinson model performance attribution can be described as "arithmetic attribution" in the sense that it describes the difference between the portfolio return and the benchmark return. For example, if the portfolio return was 21%, and the benchmark return was 10%, arithmetic attribution would explain 11% of value added. [ 11 ]

  9. Multiple factor models - Wikipedia

    en.wikipedia.org/wiki/Multiple_factor_models

    In addition the global model applied to a single country portfolio would often be at odds with the local market model. Torre resolved these difficulties by introducing a two-stage factor analysis. The first stage consists of fitting a series of local factor models of the familiar form resulting in a set of factor returns f(i,j,t) where f(i,j,t ...