![]() ![]() Steady Global Growth (Theme - Global growth with lower volatility).Stellar Global Dividend Growth (Theme - Global growth with high dividend).Sustainable Global Hedged Growth (Theme - Global growth with less currency risks).Stable Global Growth (Theme - Global balanced growth).Simple Global Growth (Theme - Global diversified growth).Systematic Global Growth (Theme - Global benchmark matching growth).Strengthened International Growth (Theme - International diversified growth).fixed income with high quality enhanced yield) balanced equity and bond income with enhanced yield) The new Theme-Based Benchmark Indexes created by ISIR include ![]() Thanks to the rapid growth of ETF industry, the creation of Theme-Based Benchmark Indexes has recently become a reality. The Institute for Systematic Investing Research (ISIR) has long been dedicated to the development of theme-based portfolio benchmarks. For those investors already in retirement, they do not even feel they need a irrelevant and misleading blended benchmark which is often applied today, as the main consideration for them are simply having sufficient income. Most portfolio managers today recognize that applying a traditional single market index such as the S&P 500 Index often encourages short-term thinking and possibly even too much trading. Each Theme-Based index creates a customized benchmark that reflects an investor's personal circumstances (a Theme) such that the most relevant comparison can be made for a portfolio as a whole.
0 Comments
Leave a Reply. |