Tilted portfolio

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Tilted portfolio

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

Tilted Portfolio

A portfolio that combines aspects of active management and passive management. In general, a tilted portfolio tracks a particular index. However, a money manager may weight parts of the index more than others depending on interest rates, company performance, what industries are in favor, and other factors. See also: Closet Index Fund.

References in periodicals archive ?

I personally think that moderately tilted portfolios make the most sense over time.

How to Implement a Factor-Based Portfolio

To that end we tilted portfolios away from sterling exposure, and within our UK equity portfolios we continued to favour companies with greater overseas earnings.