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Index Portfolio Rebalancing Service (IPRS) |
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Definition of Index Portfolio Rebalancing Service (IPRS)Index Portfolio Rebalancing Service (IPRS)index portfolio rebalancing service (iprs) is a comprehensive investment service that can help increase potential returns while reducing volatility. Several portfolios are available, each with its own strategic balance of index Funds. iprs maintains your personal asset allocation by monitoring and rebalancing your portfolio semi-annually.
Related Terms:Active portfolio strategyA strategy that uses available information and forecasting techniques to seek a Arms indexAlso known as a trading index (TRIN)= (number of advancing issues)/ (number of declining Bond indexingDesigning a portfolio so that its performance will match the performance of some bond index. Buying the indexPurchasing the stocks in the S&P 500 in the same proportion as the index to achieve the Complete portfolioThe entire portfolio, including risky and risk-free assets. Concentration servicesMovement of cash from different lockbox locations into a single concentration Consumer Price Index (CPI)The CPI, as it is called, measures the prices of consumer goods and services and is a Consumer Price Index (CPI)An index calculated by tracking the cost of a typical bundle of consumer goods and services over time. It is commonly used to measure inflation. Debt serviceInterest payment plus repayments of principal to creditors, that is, retirement of debt. Debt-service coverage ratioEarnings before interest and income taxes plus one-third rental charges, divided Debt service parity approachAn analysis wherein the alternatives under consideration will provide the firm Dedicating a portfolioRelated: cash flow matching. EAFE indexThe European, Australian, and Far East stock index, computed by Morgan Stanley. Efficient portfolioA portfolio that provides the greatest expected return for a given level of risk (i.e. standard Enhanced indexingAlso called indexing plus, an indexing strategy whose objective is to exceed or replicate Excess return on the market portfolioThe difference between the return on the market portfolio and the Factor portfolioA well-diversified portfolio constructed to have a beta of 1.0 on one factor and a beta of Feasible portfolioA portfolio that an investor can construct given the assets available. Feasible set of portfoliosThe collection of all feasible portfolios. Full-service leaseAlso called rental lease. Lease in which the lessor promises to maintain and insure the grade (of product or service)the addition or removal of product Hedged portfolioA portfolio consisting of the long position in the stock and the short position in the call IndexA series of numbers measuring percentage changes over time from a base period. The index number for the base period is by convention set equal to 100. indexAn index is a statistical measure of a market based on the performance of a sample of securities in that market. For example, the S&P/TSX Composite index reflects the performance of the most actively traded stocks on The Toronto Stock Exchange. Index and Option Market (IOM)A division of the CME established in 1982 for trading stock index Index arbitrageAn investment/trading strategy that exploits divergences between actual and theoretical Index fundInvestment fund designed to match the returns on a stockmarket index. index fundsMutual funds that aim to track the performance of a specific stock or bond index. This process is also referred to as indexing and passive management. Index modelA model of stock returns using a market index such as the S&P 500 to represent common or Index optionA call or put option based on a stock market index. Index warrantA stock index option issued by either a corporate or sovereign entity as part of a security IndexationThe adjustment of benefits to compensate for the effects of inflation. Indexed bondBond whose payments are linked to an index, e.g. the consumer price index. IndexingA passive instrument strategy consisting of the construction of a portfolio of stocks designed to Information servicesOrganizations that furnish investment and other types of information, such as Internal Revenue ServiceA federal agency empowered by Congress to interpret and enforce tax-related laws. Jensen indexAn index that uses the capital asset pricing model to determine whether a money manager Leverage rebalancingMaking transactions to adjust (rebalance) a firm's leverage ratio back to its target. Leveraged portfolioA portfolio that includes risky assets purchased with funds borrowed. Leveraged portfolioA portfolio that includes risky assets purchased with funds borrowed. market indexMeasure of the investment performance of the overall market. Market portfolioA portfolio consisting of all assets available to investors, with each asset held -in market portfolioportfolio of all assets in the economy. In practice a broad stock market index, such as the Standard & Poor's Composite, is used to represent the market. Market PortfolioThe total of all investment opportunities available to the investor. Market value-weighted indexAn index of a group of securities computed by calculating a weighted average Markowitz efficient portfolioAlso called a mean-variance efficient portfolio, a portfolio that has the highest Markowitz efficient set of portfoliosThe collection of all efficient portfolios, graphically referred to as the McNamara-O'Hara Service Contract Act of 1965A federal Act requiring federal contractors to pay those employees working on a federal contract at Mean-variance efficient portfolioRelated: Markowitz efficient portfolio Minimum-variance portfolioThe portfolio of risky assets with lowest variance. Modern portfolio theoryPrinciples underlying the analysis and evaluation of rational portfolio choices Non-financial servicesInclude such things as freight, insurance, passenger services, and travel. Normal portfolioA customized benchmark that includes all the securities from which a manager normally Optimal portfolioAn efficient portfolio most preferred by an investor because its risk/reward characteristics Optimization approach to indexingAn approach to indexing which seeks to Optimize some objective, such Passive portfolioA market index portfolio. Passive portfolio strategyA strategy that involves minimal expectational input, and instead relies on PortfolioA collection of investments, real and/or financial. PortfolioA collection of securities and investments held by an investor Portfolio DiversificationSee diversification Portfolio insuranceA strategy using a leveraged portfolio in the underlying stock to create a synthetic put Portfolio internal rate of returnThe rate of return computed by first determining the cash flows for all the Portfolio managementRelated: Investment management Portfolio managerRelated: Investment manager Portfolio opportunity setThe expected return/standard deviation pairs of all portfolios that can be Portfolio separation theoremAn investor's choice of a risky investment portfolio is separate from his Portfolio turnover rateFor an investment company, an annualized rate found by dividing the lesser of Portfolio varianceWeighted sum of the covariance and variances of the assets in a portfolio. Portfolio WeightThe percentage of a total portfolio represented by a single specific present value indexsee profitability index Price IndexA measure of the price level calculated by comparing the cost of a bundle of goods and services in a given year with its cost in a base year. See also index. Product/service mixSee sales mix. Profitability indexThe present value of the future cash flows divided by the initial investment. Also called Profitability indexSee cash value added. Profitability IndexA method for determining the profitability of an investment. It is profitability indexRatio of net present value to initial investment. profitability index (Pl)a ratio that compares the present value of net cash flows to the present value of the net investment Pure index fundA portfolio that is managed so as to perfectly replicate the performance of the market portfolio. RebalancingRealigning the proportions of assets in a portfolio as needed. Replicating portfolioA portfolio constructed to match an index or benchmark. Risk indexesCategories of risk used to calculate fundamental beta, including (1) market variability, (2) service companyan individual or firm engaged in a high or moderate degree of conversion that results in service output service departmentan organizational unit that provides one or more specific functional tasks for other internal units Service RevenueRevenue recognized from the provision of services as opposed to the sale of service timethe actual time consumed performing the functions Short-term investment servicesservices that assist firms in making short-term investments. Single index modelA model of stock returns that decomposes influences on returns into a systematic factor, Single-index modelRelated: market model Standard & Poor’s Composite Indexindex of the investment performance of a portfolio of 500 large stocks. Also called the Stock index optionAn option in which the underlying is a common stock index. Stratified equity indexingA method of constructing a replicating portfolio in which the stocks in the index Stratified sampling approach to indexingAn approach in which the index is divided into cells, each Stratified sampling bond indexingA method of bond indexing that divides the index into cells, each cell Strike indexFor a stock index option, the index value at which the buyer of the option can buy or sell the Structured portfolio strategyA strategy in which a portfolio is designed to achieve the performance of some Tilted portfolioAn indexing strategy that is linked to active management through the emphasis of a Treynor IndexA measure of the excess return per unit of risk, where excess return is defined as the Uniformed Services Employment and Reemployment Rights Act of 1994A federal act that minimizes the impact on people serving in the Armed Forces Weighted average portfolio yieldThe weighted average of the yield of all the bonds in a portfolio.
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