The article reviews the role of tactical asset allocation (TAA) among other active strategies in the U.S. It is stated that the success of TTA strategies subsequent to the technology bubble and the low equity return expectations has led to renewed interest in TAA strategies. It is showed ...
The guidelines call for efforts to form an initial high-quality development framework for the insurance industry that has been steadily expanding coverage, increasingly comprehensive protection, continuously improving services, stable and balanced asset allocation, sufficient solvency, sound and effective gover...
In addition, institutional investors require fair of valuation (Fair Value), which defines what the carrying value to make asset allocation decisions, and to produce amount purports to represent, a valuation methodology financial statements for regulatory purposes. (such as the earnings multiple ...
The recent ESMA Final Report on the Guidelines for funds' names using ESG or sustainability-related terms (the "Guidelines") marks a critical moment for asset managers. These Guidelines aim to clarify when the use of ESG or sustainability-related terms in fund names may be deemed unfair, uncle...
Develop asset allocation, portfolio sets and maturity of the asset portfolio guidelines, to ensure that the company maintain adequate funds to pay contractual debts. 翻译结果4复制译文编辑译文朗读译文返回顶部 Develop asset configuration, settings, as well as portfolio assets portfolio guidelines due date...
leavingituptoyoutoenforcetheCodeoftheWest.Addinghedgefundstoyourassetallocationrequiresadifferentsetofrulesthantraditionalstocksandbonds.Hedgefundmanagersarelargelyunregulated,ignoreestablishedstyleboxes,lacklong-termhistoricalreturns,defyconventionalbenchmarking,anddisregardtheusualcustomerserviceprotocols.Inshort,the...
The JOIM is currently accepting manuscript submissions in the area of investment management and related fields for a special issue series. Data Science including Artificial Intelligence Analysis, Asset allocation, Machine Learning / FinTech, Optimization, Behavioral Finance, Retirement Investing and Liquidit...
The full text of the "Guidelines for Building a Powerful Intellectual Property Country (2021-2035)" is here!
A product line covering a wide range of assets such as equities, bonds, commodities, currencies in major domestic and overseas markets has been formed, providing investors with rich asset allocation tools. As of July 2023, there were 315 ETFs in SZSE market and the asset size amounted to CNY...
A client should know how often you will monitor their investments and what this really means. For instance, will you call the client if there is news in the media that things may go be going sour for a particular asset? This also applies to positive new opportunities that can pop up. If...