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rebalance a portfolio

См. также в других словарях:

  • rebalance — UK US /ˌriːˈbæləns/ verb [T] ► to change the amount or level of one or more things in order to improve a particular situation: »The currency is too strong and needs to fall to help rebalance the economy. »We used the profits to rebalance our… …   Financial and business terms

  • Merton's portfolio problem — is a well known problem in continuous time finance. An investor with a finite lifetime must choose how much to consume and must allocate his wealth between stocks and a risk free asset so as to maximize expected lifetime utility. The problem was… …   Wikipedia

  • Constant proportion portfolio insurance — (CPPI) is a capital guarantee derivative security that embeds a dynamic trading strategy in order to provide participation to the performance of a certain underlying asset. See also dynamic asset allocation. The intuition behind CPPI was adopted… …   Wikipedia

  • Constant Proportion Portfolio Insurance - CPPI — A method of portfolio insurance in which the investor sets a floor on the dollar value of his or her portfolio, then structures asset allocation around that decision. The two asset classes used in CPPI are a risky asset (usually equities or… …   Investment dictionary

  • Dedicated Portfolio — A passive form of portfolio management that involves the matching of future cash inflows with future liabilities. The process of dedicating a portfolio may be used as an alternative to multiperiod immunization, which reduces the level of interest …   Investment dictionary

  • Constant Ratio Plan — An asset allocation strategy in which assets are assigned a fixed percentage in a portfolio and readjusted to their target weights periodically. The readjustment allows the portfolio to remain properly weighted, and forces the sale of… …   Investment dictionary

  • David F. Swensen — has been the Chief Investment Officer at Yale University since 1985. He is responsible for managing and investing the University s endowment assets and investment funds, which total $19.4 billion.[1] Realizing an average annual return of 11.8… …   Wikipedia

  • David Darst — David Martin Darst, CFA, is an American financier, educator, and author. He is a Managing Director and Chief Investment Strategist of Morgan Stanley Smith Barney and serves as Vice Chairman of the MSSB Global Investment Committee. He has… …   Wikipedia

  • Rebalancing investments — The rebalancing of investments is the action of bringing a portfolio that has deviated away from one s target asset allocation back into line. Under weighted securities can be purchased with newly saved money; alternatively, over weighted… …   Wikipedia

  • Private equity secondary market — In finance, the private equity secondary market (also often called private equity secondaries or secondaries) refers to the buying and selling of pre existing investor commitments to private equity and other alternative investment funds. Sellers… …   Wikipedia

  • Private equity in the 21st century — relates to one of the major periods in the history of private equity and venture capital. Within the broader private equity industry, two distinct sub industries, leveraged buyouts and venture capital experienced growth along parallel although… …   Wikipedia

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