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TAA

It stands for tactical asset allocation; an active management technique (and an investment style) that reconsiders asset allocations in a...

Tactical Asset Allocation

An active management technique (and an investment style) that reconsiders asset allocations in a portfolio/ fund/ investments in an attempt...

Rebalancing a Mutual Fund

Rebalancing a mutual fund is the process of bringing the fund's asset allocation back to its originally set proportions. This...

Asset Class

A category of assets such as cash equivalents (cash assets), stocks, bonds, and notes, (financial assets), funds (alternative assets), real…

Equity Asset Allocation Swap

A combination of an equity swap and an asset swap whereby one party pays the returns generated by a specific...

Value-Added Return

The return which is earned by an actively managed portfolio in excess and over an average market return (benchmark). In...

Active Management Return

The return which is earned by an actively managed portfolio in excess and over an average market return (benchmark). In...