The S&P 500 consists of 500 companies that issue a total of 505 stocks, as some companies, such as Berkshire Hathaway, have issued multiple classes of shares. The top 10 largest holdings are listed on the official S&P Global website. However, S&P does not currently provide the total list of
Virtually all investors subscribe to a form of investment philosophy or style. And the same way fashion style dictates the clothing you wear, investing style determines the portfolio you build. Let’s look at some basic elements of investing style and examine some different styles, along with some systematic anomalies that can be
Getty Images Investors who select closed-end funds as a part of their portfolios are likely to find several advantages to doing so, especially if they understand what makes these offerings unique from other types of funds. A well-managed closed-end fund (CEF) can provide the opportunity to balance risk and increase
Special purpose vehicles (SPVs) have been used extensively as a means of securitizing property-based assets. Since the 1980s, large financing corporations have come to rely on SPVs and similar products to spread risk and move liabilities off their balance sheets. The Great Recession reignited concerns in the financial market about
The investment management world is divided into retail and institutional investors. Products designed for middle-income individual investors, such as the retail classes of mutual funds, have modest initial investment requirements: $1,000 or even less. In contrast, managed accounts or funds for institutions have imposing minimum investment requirements of $25 million or more.
There are two primary needs for amortization within the context of a company’s pension plan. The first instance might include a company determining whether to apply current or new pension benefits retroactively to employees who performed services before the current iteration of the pension plan was implemented. The second type of