Spotlight on Index Funds: Enhancing Global Equities Strategies
Global Equities strategies can be actively managed through the selection of individual securities, passively through index funds, or through a combination of both to gain access to specific markets. This article discusses the concept of index funds. Introduction to Index Funds Key Concepts What Are Index Funds? An Index fund is a pooled investment vehicle […]
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Strategic Diversification and Risk Management in Global Equities Investing
Overview of Global Equities Investment Global Equities are composed of securities from both the United States and international stock markets. Investing in Global Equities as an investment strategy offers risk management benefits and return potential. A Global Equities portfolio differs from an international equities portfolio that only holds stocks from companies outside of the U.S.. […]
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The Role of Market Capitalization in Global Equity Portfolios
Introduction to Market Capitalization Definition of Market Capitalization: Commonly called Market Cap, refers to the market value of a company’s equity. Market Capitalization is the product of the current share price by the number of shares outstanding. Market cap fluctuates with daily price movements in the stock price. The methodology to calculate market cap for […]
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Performance Review: How to Evaluate Your Global Equity Investments
Introduction to Portfolio Performance Evaluation Importance of Regular Reviews: Managing global equity investments requires regular, annual portfolio performance evaluations (reviews), which play a crucial role in ensuring achievement of investor objectives. The frequency of these reviews can occur more often if needed as a change in circumstance or investment objectives occur. Components of a Portfolio […]
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