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...

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...

A portfolio evaluation approach which simultaneously deals with different levels of risk and return, rather than holding one variable constant...

A group of assets which are owned or controlled by an investor (individual or institutional) in order to reduce risk...

An individual number that is used as a fixed-income portfolio's target performance or desired result. Most often, bogey refers to...

A portfolio whose investments are transacted at benchmark prices. It is constructed on the assumption that trades would be costless,...