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
Rebalancing (investment) — Rebalancing is the action of bringing a portfolio of investments 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 securities… … Wikipedia
Rebalancing — The process of realigning the weightings of one s portfolio of assets. Rebalancing involves periodically buying or selling assets in your portfolio to maintain your original desired level of asset allocation. For example, say your original target … Investment dictionary
Rebalancing — Realigning the proportions of assets in a portfolio as needed. The New York Times Financial Glossary … Financial and business terms
rebalancing — Realigning the proportions of assets in a portfolio as needed. Bloomberg Financial Dictionary … Financial and business terms
rebalancing — 1) The adjustment of a hedge in order to improve its effectiveness as circumstances change. 2) The adjustment of a portfolio over time to better reflect its underlying strategy. For example, a market tracking hedge will require changes over time… … Big dictionary of business and management
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
Transaktionskostenanalyse — Die Transaktionskostenanalyse wertet sowohl im Vorfeld (selten: Transaktionskostenvorhersage) als auch nach Abschluss einer Transaktion die Transaktionskosten aus mit dem Ziel, diese zu minimieren[1]. Nach der Transaktionskostentheorie entstehen… … Deutsch Wikipedia
Advisory Management — A group within a bank or brokerage that provides professional, personalized investment guidance. Advisory management services allow private individuals to consult with investment professionals before making changes to their portfolios. Advisory… … Investment dictionary
