BNET Business Dictionary
Business Definition for: Passive Portfolio Strategy
- the managing of an investment portfolio by relying on automatic adjustments or tracking an index
Additional Resources
- ONE OF A KIND: CalPERS gets creative; Long-short overlay put on passive portfolio.(Brief Article)
- SACRAMENTO, Calif. -- The $172 billion California Public Employees' Retirement System is considering creating an internally managed enhanced index strategy, overlaying a market-neutral port- folio on top of a $1 billion passive portfolio. It is be SACRAMENTO, Calif. -- The $172 billion California...
- Research articles 2000-09-04
- Being Lazy With a Couch Potato Portfolio
- Are you tired of the poor performance of your actively-managed mutual fund? If so, a passive investing strategy is an alternative to paying a manager whose performance is beaten by the averages. Passive investing essentially means you are buying an index fund. It doesn't require a lot of time to...
- White papers 2003-04-30
- Bond Portfolio Management Strategies
- Stock market investors will choose a particular risk level on the SML and invest at this point, choosing only those securities that lie on the SML or above it. Stock investors have different levels of risk/return requirements. A young, aggressive bond investor may choose a high-risk bond & is willing...
- White papers 2003-01-01
- How to Manage an IP Portfolio
- Intellectual property ranges from patents and copyrights to branding, know-how, and trade secrets. Assembling a portfolio to value, track, and protect your IP can improve your valuation, among other benefits. Take Inventory Goal: Make IP work for...
- Articles 2009-08-05
- Passive Resistance
- With the benchmark S&P 500 index tilting toward growth stocks, planners seek to keep their balance. The S&P 500 index, like major stock market indexes, is capitalization-weighted. Indexing strategies are meant to provide inexpensive exposure to a particular asset class, but money going into the S&P 500 might be seen...
- White papers 2001-11-01
- Equity Portfolio Structure And Design In The Presence Of Taxes
- In discussing the main decisions that an investor faces, one identifies the following: long-term strategy, asset allocation, policy normal mix, active/passive, manager selection and portfolio management, and implementation. In this, paper one focus on Equity Structure. It also addresses the taxable investor and argues that Equity Portfolio Structure is a...
- White papers 2001-10-01
- Asset and Liability Management Model
- Common portfolio management models deal with the maximization of the financial well being of an investor or institution. Passive portfolio management lacks flexibility and foresight, two elements of prominent significance in today's highly volatile financial markets. The paper reveals about the active portfolio management which, nowadays, is gaining momentum among...
- White papers 2004-11-10
- Assessing the Incremental Value of Option Pricing Theory Relative to an "Informationally Passive" Benchmark
- In modern finance, the value of an active investment strategy is measured by comparing its performance against the benchmark of passively holding the market portfolio and the risk-less asset. This paper tries to evaluate the marginal contribution of a theoretical derivatives pricing model in the same way, by comparing its...
- White papers 2002-09-04
- Wayne Hummer Investments Launches The CorePortfolio Fund
- CHICAGO--BUSINESS WIRE--Aug. 2, 1999-- Wayne Hummer Investments LLC, a Chicago-based brokerage and money management firm, announced today the launch of the Wayne Hummer CorePortfolio Fund. The CorePortfolio Fund seeks long-term capital growth by employing a passive investment strategy based on a proprietary model. The model constructs a portfolio...
- Research articles 1999-08-02
- Mashable's Weekly Internet and Social Media Events Guide
- It's a brand new week, which means it's time for Mashable's guide to upcoming social media and web events, parties, and conferences. For more upcoming event listings, check out Mashable's Events section. Is your event not on this list? Contact us and let's establish a media partnership. Mashable's Weekly Social...
- News items 2009-08-24
- How Much Money Is Enough Now?
- Of all the questions raised in the wake of the Lehman collapse, this might be the one you most need to ask — and the person to ask is yourself. ...
- Articles 2009-09-15
- What Buffett Does Shouldn't Matter to You
- Mike Stathis submits: Without a doubt, Warren Buffett is one of the leading investors in the world. There’s no disputing that. But let’s face it. His skills have been over-exaggerated by the media. Of more detriment, the media continues to deliver the message that what Buffett invests in matters to...
- External links 2009-04-17
- QIC opts for active management on world stage.
- Feb 12, 2003 (The Australian Financial Review - ABIX via COMTEX) The Queensland Investment Corporation QIC is planning to switch its international equities portfolio to an active management strategy. On 12 February 2003, the $A25bn Australian funds manager announced that it is replacing the...
- Research articles 2003-02-12
- Rebalancing A Global Policy Benchmark : How To Profit From Necessity
- A buy-and-hold strategy leads to a drifting portfolio mix that is both difficult to justify and unprofitable when compared to the appropriate alternative. Rebalancing is imperative from a risk control standpoint and is the only passive option that systematically addresses the policy benchmark. Even though a drifting mix may appear...
- White papers 2003-01-01
- Institutional Shareholder Activism: An Alternative To Traditional Value-Based Investing
- Sometimes good returns are expected from financially sound companies trading at quasi-bankruptcy valuations. In such situations, it takes a good amount of time for the investor confidence to be re-established. The passive investor operating in a situation like this tries to mitigate risk through portfolio diversification. On the other hand,...
- Presentations 2003-06-01
- Oplink Communications, Inc. F1Q09 (Qtr End 09/30/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you, ma’am. Operator instructions And our first question comes from Ajit Pai with Thomas Weisel Partners. Go ahead, please. Sven Eenmaa – Thomas Weisel Partners Hi, this is Sven Eenmaa calling in for Ajit. I have a couple of questions, if I may. First,...
- Earnings calls 2008-11-18
- Rethinking Diversification
- Alex Trias submits: I’m a big fan of diversification, taken to the highest extreme I can garner and at the lowest price I can find. Accordingly, a big chunk of my portfolio consists of fairly dull exchange traded funds that track the Vanguard Total Stock Market Index VTI, or the...
- External links 2008-12-14
