passive portfolio

Passive portfolio

passive portfolio

A portfolio of securities that is altered only when another variable, such as market index, is altered.
References in periodicals archive ?
passive portfolio management makes this the perfect time for investment advisors to offer this new service," said Larry Shumbres, vice president, business development for SmartVision.
A mixture of active and passive portfolio management
In recent years, larger institutions have become dependent on indexing and other long-term passive portfolio strategies.
BOSTON, June 2, 2015 /PRNewswire/ -- One Stone Global LLC announced today that it has acquired the US office of Old Mutual Global Index Trackers, Old Mutual's South African passive portfolio management business, becoming one of the largest minority-owned passive and smart beta investment advisers in the U.
An advisor may recommend an outside money manager for your common stocks and will probably suggest a passive portfolio for your bonds.
Passive Portfolio Management and Fixed-Income Investing - Andrew Ainsworth
Active management fees should be paid when a manager adds sufficient stock selection performance over a normal, passive portfolio to warrant that kind of compensation.
This twenty-four page study compares the potential/historical benefits of active versus index-based passive portfolio management in seventy-three categories of investments.
This tool provides clients an opportunity to weigh-in on topics such as downside risk management, active versus passive portfolio management and socially-responsible investing, among other factors.
Established in 1995, TDAM USA is integrated with its affiliate TD Asset Management, a leading Canadian investment management firm which has established leading market positions in active, quantitative and passive portfolio management.
There he was responsible for all facets of passive portfolio management and trading, overseeing a $185 billion passive investment business for the world's third-largest quantitative manager.

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