An investment policy whereby managers take certain direct action prior to final maturity of underlying bonds in order to gain...

The practice of making changes in the industries of a portfolio's components or style weighting of such components in order...

Rebalancing a portfolio is the process aiming to sell or buy assets (e.g., securities) that have impacted the value of...

Rebalancing a portfolio is the process aiming to sell or buy assets (e.g., securities) that have impacted the value of...

A portfolio whose composition is exogenously (externally) determined. In other words, an exogenous portfolio is constructed from components selected using...

An acronym for portfolio insurance; a type of capital protection product that has no cap placed on its performance, while...

A type of capital protection product that has no cap placed on its performance, while typically offering synthetic participation in...

It stands for minimum variance frontier; a depiction of various combinations of risky assets for a portfolio construction, each with...

A depiction of various combinations of risky assets for a portfolio construction, each with its specific risk-return characteristics. These characteristics...

A portfolio whose composition is endogenously determined. In other words, an endogenous portfolio is constructed from components handpicked and selected...