同等权重即赋予所有成分股同样的指数权重,无论市值大小,从而确保那些最大的公司不会对指数走势产生过大影响。
Quarterly rebalancing is a way to systematically re-weight the index to adjust for market performance.
季度再平衡则是系统性地重新计算该指数的加权,以便按照市场表现进行调整。
Equal weighting with systematic rebalancing has historically delivered strong relative returns over time.
以往的同等权重和系统性再平衡带来了较高的长期回报。
In fact, when FTSE Russell performed an attribution analysis with the 100 Best Companies to Work For Index to determine the source of excess return over the broad market, 80% was due to the selection of the 100 Best companies but an additional 20% can be attributed to the equal weighting and quarterly rebalancing methodology of the index.
实际上,富时罗素曾对《财富》100家最适宜工作的公司指数进行归因分析,目的是找到其回报高于大盘的原因,结果发现80%的原因是选股,另外20%的原因则是该指数采用的同等权重和季度再平衡方法。
Investors can benefit from this simple formula. Bring together the art of recognizing cultures that are great for all their people, as well as the science of smart portfolio construction.
这样的简单模式可以让投资者受益。大家可以把发现对所有人都大有裨益的文化的艺术和聪明地构建投资仓位的科学结合在一起。
【报告显示 最适宜工作的公司都跑赢了大盘】相关文章:
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