In lay terms, it refers to the acquisition of an asset for the purpose of creating value over time (in...

The difference between the value of an "on-paper" (planned) portfolio (paper portfolio) and the actual portfolio constructed in accordance with...

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...

A portfolio whose components (investments) are transacted in real markets- i.e., at real trading prices. In other words, the portfolio...

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

Under the efficient-frontier framework, the assumption that investors are risk-averse, i.e., they prefer returns and distaste risks. In other words,...

The ratio of the risk associated with a portfolio construction to the gross risk: A portfolio’s construction risk refers to...

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

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