Iyo Yakanyanya Kunyanya Kushandiswa Munyika Yose Benchmark Index
Muchikamu chino, tichatarisa nhoroondo yezvenhau, kupi kwaungawana ruzivo uye zvimwe zvakakosha kune varairidzi.
MSCI EAFE Nhoroondo
Mhemberero yeMSCI inomiririra Morgan Stanley Capital International , iyo inzvimbo yezvemari inopa hutano, husingagumi mari, uye hedge fund misika yemakosheni uye zvikwata zvekuongorora mapepa. Sezvo inonyanya kuzivikanwa pasi rose, EAFE inomira kuEurope , "Australasia" (Australia neNew Zealand), uye neEast East uye inosanganisira zviyero mumisika iyoyo. Mamwe mazita anonyanya kuzivikanwa eMSCI anosanganisira MSCI BRIC (yakafukidza Brazil, Russia, India, neChina) uye MSCI World (yakafukidza nyika yose).
Nhamba yacho yakatanga kusimbiswa muna 1969 naMorgan Stanley Capital International, iyo yakawanda-inotengeswa nemari yekusimudza Morgan Stanley. Sokunyorwa kwekare kudarika kwenyika dzakawanda, EAFE inowanzoshandiswa munharaunda yekuchengetedza kwekutsvaga kwekutsvaga semuenzaniso wokutonga kushanda kwemamwe mutengo wemari pamwe nemari dzepenhenji. Vatariri vemari iyi vanofananidza zvavanoita kuMSCI EAFE kuti vaone kana vachipa kukosha kune vatengi kana kwete.
Kubatsira kwaMSCI EAFE
EAFE yakafanana neyo S & P 500 index pakuti ndiyo ibhedheni risina kugadziriswa rematokari rinoita kuti vanhu vakawanda vaonekwe kune dzimwe nyika pamutengo wakaderera. Pane huwandu hwemari yekuenzanisira iyo yakagadzirirwa kunyatsoratidza maitiro eEAFE; iyo iShares EAFE kushandiswa-traded fund ( ETF ) ndeimwe yezvakakosha zvikuru.
Inotungamirirwa naBarclays Global Investors, ino mari inoshandiswa kuNew York Stock Exchange pasi peEFA yechiratidzo uye inowanika kune vose varairi.
Nhamba yeEAFE inoitawo kuti isanyanya kuwedzera kune inotengeswa mumisika, yakadai seBRIC, iyo inoreva kuti inogona kuva yakachengeteka yevatengesi vanotarisa kune zvakasiyana-siyana munyika. Kushandisa pamwe chete mari neyeEFs, vatengesi vanogona kuwana ruzivo rwakanyanya pamisika iyi uye nyore nyore kusiyanisa chikwereti.
Kusagadzikana kweMSCI EAFE
Kunyange zvazvo EAFE yakatanga kutanga, ine zvishoma zvishoma. Chinonyanya kukosha, iyo nhamba haisati iri kukura nokukurumidza munyika dzinotakura mumakakiti akadai seBrazil, Russia, India, uye China. Kunyange zvazvo misika idzi dzave dzisina kukwana mumisika yakagadzirwa mumakore achangobva kupfuura, dzakagara dziine nzvimbo dzakasimba dzekusimudzira vatengesi. Aya hupfumi hunogona kuwedzera kukosha mumakore anotevera sezvo nyika dzakabudirira dzinokura kukura zvishoma.
Zvakakoshawo kuchengeta mupfungwa kuti EAFE inoremerwa maererano nemari yemari. Izvozvo zvinoreva kuti nyika ine makuru uye yakanyanya kukwezva misika yemabhiza - yakadai seJapan neUnited Kingdom - ichagara ichida kuva nechiremera chakakura muEAFE, pasinei nekutsvaga kwekutsvaga.
Saizvozvowo, nyika dzine mikana midzi yekutengesa dzichava nezvishoma, kunyange kana dzichidzorera kudzoka kunoshamisa.
Kwatingawana Tsvaga paMSCI EAFE
Dhiyabhorosi yehutano yeEAFE nemamwe akawanda majeti epasi rose anowanikwa pasina mahwanda pawebsite yeMSCI. Iyi dheinhau inosanganisira kubata kwepamusoro, kuwedzera kwezvikamu, nyika yezviremba, nedzimwe nheyo dzinoshandiswa nevashambadzi venyika dzakawanda kuitira kuti vave nechokwadi chekuti gwaro ravo rose rakanyatsosiyana. Mukuwedzera, vatengesi vanogona kuwana ruzivo pamusoro pekugadzirisa metrics nezvimwe zvinokonzerwa, pamwe nehutano hunhu hunogona kuve hukuru hunofungidzirwa paunenge uchivaka chikwereti.
Kuisa mari muMSCI EAFE
Kune matanho akasiyana - siyana akasiyana - siyana -yezvekutengeserana mari (ETFs) yakatarira kuIndaneti yeMSCI EAFE. Vashandi vanotarisira kutsvaga zvakanyanya kumisika yekare yeUnited States vangada kufunga nezvemari iyi yekuwedzera mhirizhonga dzemarudzi ose kumapostifoliyo avo.
Mamwe mazita anonzi MSCI EAFE ETFs anosanganisira:
- iShares MSCI EAFE ETF (EFA)
- iShares Core MSCI EAFE ETF (IEFA)
- iShares MSCI EAFE Small Cap ETF (SCZ)
Vashandi vanofanirwa kunyatsoongorora kubhadhara mari, kubhadhara, uye zvimwe zviitiko zvemari iyi vasati vapa mari.
Key Takeaway Points
- Iko MSCI EAFE inotengeswa yemari yemabhiza iyo inosanganisira Europe, Australia, New Zealand, uye Far East nyika.
- MSCI inomirira Morgan Stanley Capital International, imwe sangano rezvemari rinotarisa pamisika yemisika, uye EAFE inomiririra Europe, Australasia, uye Far East.
- MSCI EAFE ndiyo yekare yakawanda yekodzero yemakisi, iyo yakaita kuti ive inonyanya kuzivikanwa pamari zhinji dzemarudzi akawanda.
- Pane zvakawanda zvinobatsira uye zvisingabatsiri zvinosanganiswa neMSCI EAFE kuti vatengi vanofanira kufungisisa.
- Vashandi vanogona kuwana ruzivo rwakanyanya pamusoro peMSCI EAFE pane webhusaiti yeMSCI, kusanganisira data inogona kubatsira kuongorora kusiyanisa.