Tag: portfolio
Manager Universe (Benchmark)
What is 'Manager Universe (Benchmark)' A peer group of investment managers who have the same investment style. Manager universe data is often...
Managed Account
What is a managed account and what are the benefits of using one
When it comes to investing, there are a lot of different approaches...
Asset Allocation
DefinitionAsset allocation is the rigorous implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset...
Abnormal Return
How to Spot an Abnormal Return in Your Portfolio
An abnormal return is a deviation from the expected return on a security or portfolio. There...
Active Management
DefinitionActive management refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index. In...
Ralph Wanger
What is 'Ralph Wanger' The former chief portfolio manager for the Acorn Fund who founded Wanger Asset Management. Ralph Wanger also gained...
Return on Assets – ROA
Return on Assets (ROA) is a ratio designed to measure the efficiency of a company’s management. It indicates the company’s profitability as compared to...
Rate Anticipation Swap
What is 'Rate Anticipation Swap' A type of swap in which bonds are exchanged according to their current duration and predicted interest...
Real Estate Investnment Trust
A REIT offers you investment options in real estate through property or mortgages. It often trades on major stock exchange platforms. REITs provide investors...
Rebalancing
Rebalancing is realigning the weightings of portfolio of assets, so a person may buy or sell their assets in their portfolio to maintain level...