Search results
Results from the WOW.Com Content Network
It is sometimes referred to as a "dedicated portfolio" strategy. It differs from a “benchmark-driven” strategy, which is based on achieving better returns than an external index such as the S&P 500 or a combination of indices that invest in the same types of asset classes. LDI is designed for situations where future liabilities can be ...
Asset/liability models take a comprehensive approach to analyze risk and rewards in terms of the overall pension plan impact. An actuary or investment consultant may look at expectations and downside risk measures on the present value of contributions, plan surplus, excess returns (asset return less liability return), asset returns and any ...
Dedicated portfolio theory, in finance, deals with the characteristics and features of a portfolio built to generate a predictable stream of future cash inflows.This is achieved by purchasing bonds and/or other fixed income securities (such as certificates of deposit) that can and usually are held to maturity to generate this predictable stream from the coupon interest and/or the repayment of ...
The Bank of England intervened in the UK government bond market to rein in gilt yields, which rocketed after Britain unveiled a welter of tax cuts to be funded by borrowing on markets. It shone a ...
The Bank of England has intervened multiple times in the UK government bond market in the last fortnight to rein in gilt yields, which rocketed after Britain unveiled a welter of tax cuts to be ...
It sometimes refers more specifically to the practice of managing financial risks that arise due to mismatches - "duration gaps" - between the assets and liabilities, on the firm's balance sheet or as part of an investment strategy. ALM sits between risk management and strategic planning.
That involves several different kinds of investments: investing in developing more extensive, more diversified supply; investing in developing price competitive supply; and also investing in new ...
In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate. [ 1 ]