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Special Report on

Absolute return investing defined

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a relatively new concept for many investors, is defined as "the measure of the appreciation or depreciation stocks or mutual funds face over time. The result is always expressed as a percentage." Ideally, absolute return products generate positive returns, whether the market is up or down. For instance, if an investment has increased 10% over the past year, holders of that security have earned an absolute return of 10% over that period. High and ultra high net worth investors define absolute return based on their belief they will receive a positive return on their investment regardless of the identity of the underlying ...
Risk aversion is the reluctance of a person to accept a bargain with an uncertain payoff rather than another bargain with a more certain, but possibly lower, expected payoff . For example, a risk-averse investor might choose to put his or her money into a bank account with a low but guaranteed interest rate, rather than into a stock that may have high returns, but also has a chance of becoming worthless. Outside the rather mathematical fields of economics and finance , people have to make choices about how they face risks every day. Some have become very cautious, preferring to minimise risks even when the potential benefit of ...
Limited Risks And Limited Returns
Not always politically correct, Ulli Niemann shares his observations, his investing insights and his unreserved ruminations & reactions to market behavior. A registered investment advisor, his investing methodology resulted in his clients evading the bear market of 2000 and 2008. Ulli publishes a free weekly newsletter on Mutual Fund/ETF investing ( ). A new type of fund called “target band” fund is supposed to smooth the ride on Wall Street as MarketWatch submits in “ Putting a speed limit on risk and return :” We have target-date funds. We have target-risk funds. We ... market research, surveys and trends
Absolute Return Partners: The Commodities Con
I promise you – no mention of Greece in this month's letter. Over the past few months, I have been eating it, drinking it and sleeping it to the point where I need a break. Instead I will focus on another issue close to my heart – commodities. In last month's Absolute Return Letter I raised a yellow flag concerning the short term outlook for commodities[1]. Quite a few readers asked me to elaborate on that, which is precisely what I am going to do. In the following, my assessment will be based on the following three observations: Financial demand is growing much faster than industrial demand; The Chinese have ... market research, surveys and trends


SEI - SEI Global Poll: 3rd Annual Liability Driven Investing Poll ...
An SEI (NASDAQ: SEIC) Global Quick Poll shows that the percentage of pensions employing a Liability Driven Investing strategy has nearly tripled over the past three years from 20 percent in 2007 to 54 percent in 2009. Ninety percent of respondents said �controlling year-to-year volatility of funded status� is the primary objective of LDI. Nearly three-quarters (70 percent) said the recent market volatility has increased the value of LDI. Less than half (40 percent) defined LDI as, �Matching duration of assets to duration of liabilities,� while nearly one-third (32 percent) said, �A portfolio designed to be risk managed with ... industry trends, business articles and survey research
Russell Investments Global Survey: Alternatives Become Mainstream ...
Tacoma, WA — December 3, 2007 — Pension funds, endowments and foundations that responded to a recent survey across the world are forecasting that over the next two years they will dedicate an even larger slice of their total investment portfolio to private equity, hedge funds and real estate, according to the eighth global report on alternative investing released today by Russell Investments. As a percentage of total fund assets, institutional investors in North America, Europe, Japan and Australia expect increases in all of these alternative investments, with the one exception of Australian institutional investors ... industry trends, business articles and survey research
Why Exxon is a slick pick: St. James' Mark
Stocks with near-term challenges can be good bets, says money manager – if you have patience; ‘financial fortitude’ a key By Jeff Benjamin June 30, 2010 11:08 am ET Patient stock picking — and a relatively long time horizon — are key elements of navigating through the current market conditions, according to Robert Mark, who helps manage $270 million worth of separate-account portfolios at St. James Investment Co. “Right now, the market overall is richly valued, but I see value in the names I own in the portfolio,” he said. The St. James strategy, which has generated a 10% average ... market trends, news research and surveys resources
Alimentation Couche-Tard announces its fourth quarter and fiscal 2010 results
For its fourth quarter, Alimentation Couche-Tard Inc. announces net earnings of $68.8 million, up $30.8 million or 81.1%. The increase mainly reflects a 2.83 cents per gallon increase in motor fuel gross margin in the United States, an increase in same-store merchandise sales in Canada and the United States, the contribution of stores acquired, Couche-Tard's sound management of expenses, a $8.7 million non recurring gain, net of taxes, on disposal of Casey's General Stores, Inc. ("Casey's") shares, the reversal of certain provisions following their final analysis, as well as a lower income tax rate. ... market trends, news research and surveys resources


Risk Managed Absolute Return Strategies Program Policy
to successful Absolute Return Fund investing is in selecting .... Key words used in this policy are defined in CalPERS Master Glossary of Terms. ... technology research, surveys study and trend statistics
ABSOLUTE RETURN (AR) STRATEGIES. INVESTMENT GUIDELINES. The purpose of portfolio guidelines is to clearly define performance objectives, state the ... technology research, surveys study and trend statistics
What is the return on capital expected in a year by prop trading ...
Any money is no good for Prop books, becuase your money is linked to your money making ability. So more money you make more money you take. Rather its not a simple question to answer. I can generate 40% return in year but I am taking 20% portfolio heat where as i may generate modest 20% but with 5% portfolio heat . which is better is question on debate but bottomline more money u make the more u get. posted 3 months ago It depends upon the Prop trading firm 1) The amount of liberty in terms allowed to traders 2) The risk management 3) Position to leverage Generally expectations are far higher becoz in India most of the prop firm ...
Analyzing mutual fund performance | Ask MetaFilter
The first is a defined contribution plan that only my employer can deposit into. It is a well-run state retirement system. I get to choose how the funds are invested. I am in 5 funds, and in the next year (2007) contributions will be ~$420 per quarter ($5k/yr). I like this because, hey, free money. Next is a deferred compensation plan (457[b]) which only I contribute to - there is no matching. Same sort of deal as above, only with a different mix of 5 funds. I contribute ~$215/paycheck biweekly (~$5600/yr). I like this because it is easy -- I don't really notice the deduction and also it's pre-tax. Last is a ...