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INDEX AND FUND BASED ON INVESTMENT TIME HORIZON
INDEX AND FUND BASED ON INVESTMENT TIME HORIZON
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机译:基于投资时间水平的指数和资金
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摘要
A method of determining membership in an index based on an investment time horizon comprises determining an asset allocation commensurate with the investment time horizon and constituting the index based on the asset allocation determination. The method may further comprise rebalancing the asset allocation, and the investment time horizon may be factored into the rebalancing. An index may be constituted according to the method, and a marketplace may comprise one or more indices.
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