Sentence examples for underlying portfolio from inspiring English sources

Fund managers sometimes take partnership interests or shares in underlying portfolio companies and contribute those interests to I.R.A.'s at artificially low valuations.

Back in the early 2000s state funds came under pressure from Freedom of Information Act requests to divulge information about underlying portfolio investments and privacy-conscious VCs turned their backs on those pension funds as a result.

It's a lot like the debate the industry had back in the early 2000s when the Mercury News led a Freedom of Information crusade that would require any venture firm that accepted public pension fund money to divulge underlying portfolio information.

Usually they trade at a discount to the value of the underlying portfolio.

sell slices, or tranches as they are known, that are linked to different securities in the underlying portfolio.

The riskiest tranche, known as equity, earns the highest return but takes the first hit from any defaults in the underlying portfolio.

The policy is intended to halt what the industry calls "gaming," a form of arbitrage in which investors trade in and out of funds to try to profit from perceived discrepancies in their prices and the values of underlying portfolios.

Based on a scrutiny into the product definition process, the article studies the fundamental issues underlying product portfolio identification.

What underlies modern portfolio theory and are there other ways to structure investment portfolios that are valid for the 21st century?

What underlies modern portfolio theory, and are there other ways to structure investment portfolios that are more appropriate for the 21st century?

When mutual funds underlying the plans' portfolios were older than the portfolios themselves, Morningstar based the longer-term returns on the portfolios' current allocation of mutual funds.