Top Down Stock Selection | Definition | What is Top Down Stock Selection?

Top Down Stock Selection

Top Down Stock Selection | Definition

The process of structuring an equity portfolio based upon projections of future economic conditions. The top-down approach begins with an assessment of the overall economic environment and makes a general asset allocation decision regarding various sectors of the financial markets and various industries. The top-down manager then selects a portfolio of individual securities within the favored sectors. This method contrasts to the "bottom-up" approach which views specific company data as the primary consideration for stock selection.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Top Down Stock Selection :


Tags: Top Down Stock Selection, What is Top Down Stock Selection?, Top Down Stock Selection Definition, How to Use Top Down Stock Selection, Top Down Stock Selection Strategy, Investment Strategies

Equity REIT

Equity REIT

Equity REIT Definition

A real estate investment trust (REIT) formed for the purpose of purchasing equities in real estate.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Equity REIT:

Tags: Equtiy REIT, Equity REITS, what is an equity reit, what are equity reits, india equity reit, new york equity reit, real estate reit in new york city

Cost of Funds Loan Index COFI | Definition | What is it?

Cost of Funds Loan Index

Cost of Funds Loan Index COFI

Cost of Funds Index. A monthly weighted average cost of funds that lending institutions, such as savings banks and savings & loan associations, use as a basis for calculating their adjustable rate mortgages.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Cost of Funds Loan Index COFI:

Tags: Cost of Funds Loan Index COFI, Cost of Funds Loan Index, Loan index, Cost of Funds index, Cost of Funds, Loan Index fund, Loan indexes, loan indices, what is the cost of funds

Tilted Portfolio | Definition | What is a Tilted Portfolio?

Tilted Portfolio

Tilted Portfolio | Definition

An indexing strategy that is linked to active management through an emphasis on a particular industry sector such as manufacturing or utilities, selected performance factors such as earnings momentum, dividend yield, or price-earnings ratio, or selected economic factors such as interest rates and inflation.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Tilted Portfolio:


Tags: Tilted Portfolio, Tilted Portfolio Definition, What is a Tilted Portfolio?, Investment Strategies, Tilted Portfolio Strategy

Collateralized Mortgage Obligation CMO | Security Definition

Collateralized Mortgage Obligation

Collateralized Mortgage Obligation CMO

Collateralized Mortgage Obligation. A security backed by a pool of pass-throughs, structured so that there are several classes of bondholders with varying maturities. These classes represent separate prioritized claims, called tranches, issued off of a portfolio of mortgages. The principal payments from the underlying pool of pass-through securities are used to retire the bonds on a priority basis as specified in the prospectus.

Tranches offer widely divergent risk-return profiles with different exposures to interest rate and prepayment risks. Some tranches receive principal only, some receive interest only. Some receive principal and interest and, when fully repaid, others then step in line to receive principal and interest. Some have a limited degree of protection against principal repayments. Still others have a claim on any residual value after all other tranches are paid off.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Collateralized Mortgage Obligation CMO:

Tags: Collateralized Mortgage Obligation CMO, Collateralized Mortgage Obligation, CMO, what is a Collateralized Mortgage Obligation, what are Collateralized Mortgage Obligations

Tactical Asset Allocation | Definition | What is Tactical Asset Allocation?

Tactical Asset Allocation

Tactical Asset Allocation Definition

(1) An asset allocation strategy that allows active departures from the normal asset mix based upon rigorous objective measures of value.

(2) A Frank Russell Trust Company fund that exploits relative volatility among asset classes through sophisticated models that compare the relative attractiveness of stocks and bonds and identify states of disequilibrium in the pricing relationships that normally exist among them. Also known as TAA.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Tactical Asset Allocation:


Tags: Tactical Asset Allocation Definition, What is Tactical Asset Allocation?, Tactical Asset Allocation Strategy, Investment Strategies, Tactical Asset Allocation Strategies, Tactical Asset Allocation

Adjustable Rate Mortgage Loan Information | Definition

Adjustable Rate Mortgage Loan

Adjustable Rate Mortgage Loan Information

ARM Loan - Adjustable Rate Mortgage. A real estate mortgage agreement between a lending institution and a borrower in which the interest rate is not fixed but changes over the life of the loan at predetermined intervals. The variable interest rate on the loan is adjusted up or down according to the movement of a specified index, such as the prime rate plus 5%.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Adjustable Rate Mortgage Loan Information:


Tags: Adjustable Rate Mortgage Loan Information, Adjustable Rate Mortgage Loan, Adjustable Rate Mortgage, ARM, Adjustable Rate Mortgage ARM, What is an ARM

Structured Portfolio Strategy | Definition | What is a Structured Portfolio Strategy?

Structured Portfolio Strategy

Structured Portfolio Strategy Definition

A strategy in which a portfolio is designed to achieve the performance of some predetermined liabilities that must be paid out in the future.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Structured Portfolio Strategy:


Tags: Structured Portfolio Strategy, Structured Portfolio Strategy Definition, What is a Structured Portfolio Strategy?, Investment Strategies

Agency Pass Throughs | Definition | What is it?

Agency Pass Throughs

Agency Pass Throughs | Definition

Mortgage pass-through securities whose principal and interest payments are guaranteed by government agencies, such as the Government National Mortgage Association ("Ginnie Mae"), Federal Home Loan Mortgage Corporation ("Freddie Mac") and Federal National Mortgage Association ("Fannie Mae").

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Agency Pass Throughs:


Tags: Agency Pass Throughs, Agency Pass Through, what are Agency Pass Throughs, what is a Agency Pass Through, define Agency Pass Through, Agency Pass Through Definition

Strategic Asset Allocation | Definition | What is Strategic Asset Allocation?

Strategic Asset Allocation

Strategic Asset Allocation Definition

The discipline used to determine which assets and what proportion among those assets meet an investor's cash flow requirements, planning horizon, and attitude toward risk.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Strategic Asset Allocation:


Tags: Strategic Asset Allocation, Strategic Asset Allocation Definition, What is Strategic Asset Allocation?, Strategic Asset Allocation, Asset Allocation

Wilshire 5000 Index Fund | History

Wilshire 5000 Index Fund

Dow Jones Wilshire 5000 Index Fund

Consists of nearly 5,000 common equity securities, covering all stocks in the US for which daily pricing is available. Both a value-weighted total return index and an equal-weighted total return index are computed.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Wilshire 5000 Index Fund:


Tags: Wilshire 5000 Index Fund, Down Jones Wilshire 5000 Index, Wilshire 5000 Index Funds, Wilshire 5000 Index Chart, Wilshire 5000 Index Performance, History, Charts

Australian Composite Bond Index | Holdings

Australian Composite Bond Index

Australian Composite Bond Index | Holdings

A a daily market value-weighted accumulation index consisting of approximately 185 fixed interest securities issued by Australian Commonwealth and State governments' guaranteed treasury corporations, semi-government authorities and prime corporate issues.

Currency: Australian dollars

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Australian Composite Bond Index:


Tags: Australian Composite Bond Index, Australian Composite Bond Index Fund, Composite Bond Index, Australian Bond Index, Australian Index, Bond Indices, Bond Index Funds

Short Selling Strategy | Definition | What is a Short Selling Strategy?

Short Selling Strategy

Short Selling Strategy | Definition

Trading practice of borrowing securities from a broker and then selling them with the hope of eventually buying the stock back on the open market at a lower price. For example, an investor borrows 1,000 shares of XYZ on July 1 and sells them for $8 per share. Then, on August 1, the investor buys 1,000 shares of XYZ at $7 per share, making $1,000 (less commissions and other fees) by selling short.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Short Selling Strategy:


Tags: Short Selling Strategy, Short Selling Strategy Definition, Short Selling, Selling Short Strategy, Short Selling Strategy, Short Selling Investment Strategy, Investment Strategies

TOPIX Stock Index | Holdings Performance

TOPIX Stock Index

TOPIX Stock Index Holdings

A capitalization-weighted index consisting of all stocks listed in the First Section of the Tokyo Stock Exchange (TSE). It is calculated on a total return basis with dividends reinvested. TOPIX is computed and published every 60 seconds via TSE's Market Information System.

Issues on the Tokyo Stock Exchange are divided into two sections - the First and the Second. The First Section is the market place for stocks of larger companies, while the Second Section is for those of smaller and newly listed companies. At the end of each business year, the TSE reviews all domestic stocks to determine whether they meet the criteria for the First or Second section. Approximately 1,500 companies are listed on the First Section and over 500 companies on the Second.

Currency: Japanese yen

For more information, see the Tokyo Stock Exchange web site.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to TOPIX Stock Index:


Tags: TOPIX Stock Index, TOPIX, TOPIX Index, TOPIX Stock Index History, TOPIX Stock Index Performance, stock indexes, topix indexes, topix indices, history of topix

Sector Rotation | Definition | What is Sector Rotation?

Sector Rotation

Sector Rotation Strategy | Definition

The technique of readjusting a portfolio toward particular security types, or sectors, in anticipation of changing market conditions.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Sector Rotation:


Tags: Sector Rotation, Sector Rotation Strategy, Investment Strategies, What is Sector Rotation?, Sector Rotation Definition

World Money Market Index | SSB World Money Market Index

World Money Market Index

SSB World Money Market Index

Salomon Smith Barney's World Money Market Index is calculated on an equally weighted basis, approximating the performance of money market instruments in the following currencies:

Canadian Dollars

Netherlands Guilder

French Francs

Swiss Francs

German Deutsche Marks

UK Pounds Sterling

Japanese Yen

US Dollars

The index measures the return of money market instruments making the following assumptions:

(a) The index invests only in deposits or securities maturing in three months.

(b) All deposits and securities are held to maturity.

(c) At the beginning of each month, one third of the index matures and is rolled over into new three-month instruments.

Currency: Local and publication base currencies


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to World Money Market Index:


Tags: World Money Market Index, SSB World Money Market Index, Money Market Index, Money Market indexes, Money market indices, money market index levels performance history

World Government Bond Index | SSB World Government Bond Index

World Government Bond Index

SSB World Government Bond Index Funds

Salomon Smith Barney's market capitalization weighted index consisting of the government bond markets of the following countries:

Australia

France

Spain

Austria

Germany

Sweden

Belgium

Italy

Switzerland

Canada

Japan

United Kingdom

Denmark

Netherlands

United States

Finland



Country eligibility is determined based on market capitalization and investability criteria. All issues have a remaining maturity of at least one year. Rebalanced monthly.

Currency: US dollars

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to SSB World Government Bond Index:


Tags: SSB World Government Bond Index, World Government Bond Index, Government Index Fund History, World Government Bond Index Performance Charts

Passive Asset Allocation | Definition | What is Passive Asset Allocation?

Passive Asset Allocation

Passive Asset Allocation | Definition

A long-term asset allocation method, in which the investor seeks to assess an appropriate long-term "normal" asset mix that represents an ideal blend of controlled risk and enhanced return for the investor.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Passive Asset Allocation:


Tags: Passive Asset Allocation, Passive Asset Allocation Definition, Passive Asset Allocation Strategy, What is Passive Asset Allocation?, Passive Asset Allocation Investment Strategy

Treasury Indexes | SSB Treasury Indexes

Treasury Indexes

SSB Treasury Indexes

Salomon Smith Barney maintains a series of US Treasury indexes, including:

SSB 3-Month Treasury Bill Index

Equal dollar amounts of three-month Treasury bills are purchased at the beginning of each of three consecutive months. As each bill matures, all proceeds are rolled over or reinvested in a new three-month bill. The income used to calculate the monthly return is derived by subtracting the original amount invested from the maturity value.

The yield curve average is the basis for calculating the return on the index. The index is rebalanced monthly by market capitalization.

SSB 1-Year Treasury Bill Index

The 1-year T-bill index return is the return of the newly issued (on-the-run) one-year treasuries each month (auctioned monthly). It is determined by taking the 1-year T-bill at the beginning of each month and calculating its return. This process is repeated each month with the new 1-year T-bill.

SSB 30-Year Treasury Note Index

Total returns for the current 30-year on-the-run Treasury that has been in existence for the entire month.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Treasury Indexes:


Tags: Treasury Indexes, SSB Treasury Indexes, what are Treasury Indexes, Treasury Index performance, Treasury Indexes history, Treasury Indexes charts, chart index

Passive Management | Definition | What is Passive Management?

Passive Management

Passive Management Strategy Definition

(1) A type of investment management that seeks to attain average risk-adjusted performance.

(2) An investment management approach that seeks to eliminate active decision-making from the investment process. The most widely used passive technique is index-matching, in which a portfolio is managed to replicate the performance of some market index.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Passive Management:


Tags: Passive Management, Passive Management Strategy, Passive Management Definition, What is Passive Management?, Passive Management Style, Investment management strategy

Primary Market Index | SSB Primary Market Index

Primary Market Index

SSB Primary Market Index Holdings

Salomon Smith Barney's Primary Market Index (PMI) defines the large stock universe within each equity market. Representing the top 80% of the cumulative available market capitalization in the Salomon Smith Barney Broad Market Index (BMI), the PMI covers the largest and most liquid "blue chip" global securities in each country.

Currency: US dollars

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Primary Market Index:


Tags: Primary Market Index, Primary Index, Primary Market Index Composite, Primary Market Index History, Primary Market Index Performance, Primary Market Index Composite

Investment Grade Bond Index | Holdings

Investment Grade Bond Index

Investment Grade Bond Index Holdings

Salomon Smith Barney maintains a number of indexes of the US investment-grade bond market, including:

SSB Broad Investment-Grade Bond Index

Salomon Smith Barney's market-weighted index that contains approximately 4,700 individually priced investment-grade bonds rated BBB or better. The index includes US Treasury/agency issues, mortgage passthrough securities, and corporate issues.

SSB Mortgage Index

The mortgage component of the Salomon Smith Barney Broad Investment Grade Bond Index. It includes 30- and 15-year GNMA, FHLMC and FNMA pass-throughs, and FNMA and FHLMC balloon mortgages. Coupons must have at least $1 billion in aggregated face amount outstanding to be included in the index.

SSB GNMA Index

Salomon Smith Barney's GNMA Index includes pools of mortgages originated by private lenders and guaranteed by the mortgage pools of the Government National Mortgage Association.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Investment Grade Bond Index:


Tags: Investment Grade Bond Index, Investment Bond Index, Investment grade bond indexes, investment grade bond indices, bond index performance, bond index history

Ladder Strategy | Ladder Strategies | Definition | What is a Ladder Strategy?

Ladder Strategy

Ladder Strategy | Definition

A bond portfolio strategy in which the portfolio is designed to have approximately equal amounts invested in every maturity within a given range. With this approach, bonds in the portfolio are evenly distributed between short term, intermediate term, and long term maturities. As short term bonds expire, the funds received from these are reinvested in long term bonds. Thus, the portfolio gradually evolves with longer term bonds becoming intermediate and then finally shorter term bonds.

This type of portfolio strategy is relatively easy and inexpensive to administer. Transaction costs are minimized, and the portfolio manager is not required to spend time constantly buying and selling bonds.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Ladder Strategy:


Tags: Ladder Strategy, Ladder Strategy Definition, What is a Ladder Strategy?, What are Ladder Strategies?, Ladder Strategies, Ladder Strategies Definition, Ladder Strategy Investment Strategy

Extended Market Index Fund | Holdings

Extended Market Index Fund

Extended Market Index Fund

Salomon Smith Barney's Extended Market Index (EMI) represents the bottom 20% of the cumulative available market capital of the Salomon Smith Barney Broad Market Index (BMI). The EMI defines the small stock index.

Currency: US dollars

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Extended Market Index Fund:


Tags: Extended Market Index Fund, Extended Market Index, Market Index Fund, Extended Market Indices, Extended Market Indexes, Extended Stock Market Index

Investment Managing | Investment Management | Definition | What is Investment Managing?

Investment Managing

Investment Managing | Definition

The process of professionally managing an investment portfolio. Also called portfolio management and money management.

There are two basic approaches to portfolio management: active and passive. Active management uses available information and forecasting techniques to seek a better performance than a simple, broadly diversified portfolio. In contrast, passive management relies on diversification to match the performance of a selected market index, such as the Russell 1000® Index. Passive management involves minimal expectational input and assumes that the marketplace will reflect all available information in the price paid for securities.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Investment Managing:


Tags: Investment Managing, Investment Managing Definition, What is Investment Managing?, Investment management definition, Investment Managing Strategy, Investment managing strategies

SSB Broad Market Index | Definition | What is it?

SSB Broad Market Index

SSB Broad Market Index Definition

Salomon Smith Barney's Broad Market Index (BMI) represents the universe of institutionally available global securities. The modular design of the indices allows for the creation of customized indices such as Pacific Basin, Europe, North America, etc. All of the indices are constructed on a capitalization-weighted basis. Only issues that non-domiciled investors can directly purchase are included. Each issue is weighted by the proportion of its available equity capital (float) after adjusting for the following four types of unavailable capital: corporate cross-ownership, legally restricted shares, large private holdings, and government-held shares. The following countries are covered:

Australia

Hong Kong

Singapore

Austria

Ireland

Spain

Belgium

Italy

Sweden

Canada

Japan

Switzerland

Denmark

Malaysia

United Kingdom

Finland

Netherlands

United States

France

New Zealand

Germany

Norway

The BMI is segmented into two components, the Salomon Smith Barney Primary Market Index (PMI) and the Salomon Smith Barney Extended Market Index (EMI).

Currency: US dollars


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to SSB Broad Market Index:


Tags: SSB Broad Market Index, SSB Broad Market Index Fund, SSB Broad Market Index Charts, SSB Broad Market Index Performance, Broad Market Index, Broad Market indexes

SSB 3-Month CD Index | Holdings

SSB 3-Month CD Index

SSB 3-Month CD Index Holdings

Salomon Smith Barney's 3-Month Certificate of Deposit Index includes negotiable money-market securities certifying a three-month time deposit at a commercial bank or thrift institution. The bank agrees to pay the amount deposited, plus interest, to the bearer on the date specified on the certificate. The minimum deposit is $100,000.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to SSB 3-Month CD Index:

Tags: SSB 3-Month CD Index, CD Index, SSE index, SSE Index Holdings, SSB 3-Month CD Indices, SSB 3-Month CD Indexes, CD, SSE, SSE Indices, 3 month CD

Indexing Strategy | Definition | What is an Indexing Strategy?

Indexing Strategy

Indexing Strategy Definition

A passive investment strategy that involves constructing a portfolio of stocks designed to replicate the total return performance of an index of stocks.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Indexing Strategy:


Tags: Indexing Strategy, Indexing Strategy Definition, Indexing Strategies, Indexing Strategy, Investment Indexing, Investment Strategies Definition, Indexing Strategies Definition

SCI Bond Indexes | Holdings Composite

SCI Bond Indexes

SCI Bond Indexes | Holdings

Scotia Capital, Inc. maintains a number of indexes covering the Canadian bond market, which include the following series.

Currency: Canadian dollars

SCI Short Term Bond Index

Covers Canadian federal, provincial, municipal, and AAA- through BBB-rated corporate issuers, which are weighted by issuer amounts outstanding. Bonds included have an average term of 3.1 years and represent approximately $40 billion in Canadian bonds outstanding.

SCI Mid Term Bond Index

Covers Canadian federal, provincial, municipal, and AAA- through BBB-rated corporate issuers, which are weighted by issuer amounts outstanding. The index measures all bonds outstanding with terms to maturity of five to 10 years and reflects approximately $50 billion in marketable bonds outstanding. It is a total return index that accounts for capital gain (loss) as well as interest income earned on each debt category and subcategory.

SCI Long Term Bond Index

Covers Canadian federal, provincial, municipal, and AAA- through BBB-rated corporate issuers, which are weighted by issuer amounts outstanding. Bonds included have an average term greater than 15 years to maturity. It is a total return index that accounts for capital gain (loss) as well as interest income earned on each debt category and subcategory.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to SCI Bond Indexes:


Tags: SCI Bond Indexes, SCI Bond Index, Bond Index Chart, Bond Index Fund, Bond Index Funds, Bond Index Performance, SCI Bond Index History, SCI Bond Index performance

SCI 30-Day Treasury Bill Index | Holdings | Performance

SCI 30-Day Treasury Bill Index

SCI 30-Day Treasury Bill Index Holdings

Scotia Capital's total return index of 30-day Canadian Treasury bills that includes short-term government obligations issued on a discounted basis. Because a buy and hold strategy is assumed, this index's results are valued monthly.

Currency: Canadian dollars

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to SCI 30-Day Treasury Bill Index:

Tags: SCI 30-Day Treasury Bill Index, Treasury Bill Index, Treasury Index, Treasury Index Fund, Treasury Index Charts performance chart, SCI Index, SCI Index Charts, SCI Index History

Immunization Strategy | Definition | What is an Immunization Strategy?

Immunization Strategy

Immunization Strategy | Definition

The design of a bond portfolio to achieve a target level of return in the face of changing reinvestment rates and price levels. Immunization combines short-term and long-term bonds in the same portfolio to produce a predictable rate of return regardless of movements in interest rates.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Immunization Strategy:


Tags: Immunization Strategy, Immunization Strategy Definition, What is an Immunization Strategy?, What are Immunization Strategies?, Immunization Strategies, Immunization Investment Strategy

S & P / TSX Composite Index | Composite Holdings

S & P / TSX Composite Index

S & P / TSX Composite Index

Introduced in 2002 by Standard and Poor's and Toronto Stock Exchange as a successor to the TSE 300 Index, the S&P/TSX Composite Index comprises approximately 71% of market capitalization for Canadian-based, Toronto Stock Exchange listed companies. The S&P/TSX Composite Index allows the number of securities in the index to float based on the number of qualified securities in the marketplace, instead of being set at 300 stocks. For a Canadian stock to be added to the index, it must meet minimum liquidity tests, have a price of at least $1.00 and an index weight of at least .05%. Stocks must continue to meet liquidity tests in order to remain in the index. Stocks are chosen from a broad pool of candidates by the S&P/TSX Index Committee, which is composed of 7 members representing both Standard & Poor’s and the Toronto Stock Exchange.

Currency: Canadian dollars

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to S & P / TSX Composite Index:


Tags: S & P / TSX Composite Index, TSX Index, TSX Composite, TSX Composite Index Fund, Charts, Performance Chart, Funds, TSX indices, TSX Composite History

S & P ASX Indexes | S and P 500 | 1 Page Guide

S & P/ASX Indexes

S&P/ASX Indexes | 1 Page Guide

Standard and Poor's maintains a series of indexes of shares listed on the Australian Stock Exchange (ASX). The S&P/ASX indexes include:

S&P/ASX 100 Index

A large capitalization equity index composed of 100 stocks selected by the S&P Australian Index Committee. It includes large-cap and mid-cap stocks evaluated for liquidity and size. The index represents approximately 85% of the total market capitalization of the Australian share market.

S&P/ASX 200 Index

A mid-large capitalization equity index composed of the S&P/ASX 100 plus an additional 100 stocks selected by the S&P Australian Index Committee. The S&P/ASX 200 represents approximately 90% of the total market capitalization of the Australian market.

S&P/ASX 300 Index

A broad capitalization equity index composed of the S&P/ASX 200 plus an additional 100 small-cap companies . Companies removed from the index are replaced when a suitable candidate is available or at the quarterly review. The index represents approximately 91% of the Australian share market.

All Ordinaries Index

Represents the 500 largest companies listed on the Australian Stock Exchange. Market capitalization is the only eligibility requirement. Except for foreign domiciled companies, liquidity is not considered. The index covers approximately 99% of the Australian share market.

Market capitalization data as of June 30, 2002.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to S & P/ASX Indexes:


Tags: S and P 500, s and p 500 index, ASX Index, ASX indicies, S and P 500 indices, ASX index holdings, ASX performance, ASX Index Funds, Charts, Chart Fund

Hedging Strategies | Hedge Funds Strategies | Definition | What are Hedging strategies?

Hedging Strategies

Hedging Strategies | Definition


(1) The temporary purchase and sale of a contract calling for future delivery of a specific quantity of a particular commodity at an agreed-on price to offset a present (or anticipated) position in the cash market.

(2) An operation intended to protect against loss in another operation. It involves selling short to nullify a previous purchase, or buying long to offset a previous short sale. The operator is in a neutral position, since profits made on one side of the market cancel losses showing on the other side.

(3) A strategy designed to reduce investment risk using call options, put options, short selling, or futures contracts. A hedge can help lock in existing profits. Its purpose is to reduce the potential volatility of a portfolio, by reducing the risk of loss.


For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Hedging Strategies:


Tags: Hedging Strategies, Hedging Investment Strategies, Investment Hedging Strategies, Hedge Funds Definitions, Hedging Strategies for Investing, Hedging Strategies Definitions, What are Hedging Strategies?

Enhanced Indexing | Definition | What is Enhanced Indexing?

Enhanced Indexing

Enhanced Indexing | Definition

An indexing strategy whose objective is to exceed the total return performance of the index. Also called indexing plus.

For over 1,000 additional terms and definitions please see our Investment Glossary Guide.

Related to Enhanced Indexing:


Tags: Enhanced Indexing, Enhanced Indexing Definition, Enhanced Investment Indexing Definition, Investment Indexing Strategies

Hedge Fund Compensation

Hedge Fund Compensation

Hedge Fund Compensation Trends

hedge fund compensation

Hedge fund compensation has gone through the roof over the last 5 years. Half of the new entrants on the list of the 400 richest Americans are hedge fund related. Many MBA graduates can immediately earn 80-125k with top entrants earning over 180k/year.

Are you looking for a hedge fund job or do you want to discuss hedge fund compensation for an employee you might hire? Give me a call when you get a minute. If I can't answer your questions I will find someone who will get you an answer.

Permanent Link: Hedge Fund Compensation

- Richard

Articles Related to Hedge Fund Compensation

  1. Hedge Fund Employment
  2. Certified Hedge Fund Professional (CHP)
  3. Hedge Fund Jobs
  4. Hedge Fund Marketing Job
  5. Hedge Fund Job Listings
  6. Join the Hedge Fund Group (HFG)
  7. Top 4 Hedge Fund Career Tips
  8. Hedge Fund Internship
  9. CFA vs. CAIA
  10. Hedge Me Book Review

Related Terms: hedge fund compensation, hedge fund industry compensation levels, hedge fund manager compensation amount, how much do hedge fund managers get paid? hedge fund manager pay