Investor Presentaiton
Appendix
Technical Definitions
Tracking Error
Beta
Standard Deviation
Dividend Yield
Price to Earnings
Price to Book
The difference between a portfolio's returns and the benchmark or index it
is meant to mimic.
Measure of the volatility of a security or a portfolio in comparison to the
volatility of the market as a whole.
Measure of the dispersion of possible returns from a portfolio's expected
return (the market index). If the results are further from the target, there is
higher deviation within the portfolio.
Weighted average of how much a portfolio pays out in dividends each year
relative to weighted-average share price.
Ratio for valuing a company that measures its current share price relative to
its per-share earnings.
Ratio used to compare a stock's market value to its book value. The book
value of equity, in turn, is the value of a company's assets expressed on the
balance sheet.
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