The income that is generated by a paper asset, specifically from the performance (income and capital changes) of its underlying...

Value at risk (VaR) is a technique that determines estimates of the potential loss in the market value of a...

An abbreviated designation for the percent gain or loss that a portfolio has achieved over the previous ten-year period. Determination...

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

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...