학술논문

Fixed bias faces fresh challenges.
Document Type
Article
Author
Source
Fund Strategy. 7/25/2011, p32-32. 1p. 1 Color Photograph, 1 Graph.
Subject
*Portfolio management (Investments)
*Benchmarking (Management)
*Fixed interest rates
*Investment analysis
Language
ISSN
1472-3042
Abstract
The article reports on the increase in weighting of fixed interest in the Adviser Fund Index (AFI) portfolios in Great Britain. It states that rebalancing the overall weighting to fixed interest has risen across all three of the benchmark indices since May 2007. It notes that the changes saw allocations increase six percentage points in both the Balanced and Cautious portfolios.