SettingsInvestment
(SAFe) Shock Absorber Fees
SAFe is a performance fee structure for investment funds and banks created by Kirill Ilinski, Managing Partner and Chief Investment Officer of Fusion Asset Management LLP.
SAFe is a performance fee structure for investment funds and banks created by Kirill Ilinski, Managing Partner and Chief Investment Officer of Fusion Asset Management LLP.
130-30 fund
A 130-30 fund or a ratio up to 150/50 is a type of collective investment vehicle, often a type of specialty mutual fund, but which allows the fund manager simultaneously to hold both long and sh...
A 130-30 fund or a ratio up to 150/50 is a type of collective investment vehicle, often a type of specialty mutual fund, but which allows the fund manager simultaneously to hold both long and sh...
Absolute return
The absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital.
The absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital.
Accredited investor
Accredited investor is a term defined by various securities laws that delineates investors permitted to invest in certain types of higher risk investments including seed money, limited partnersh...
Accredited investor is a term defined by various securities laws that delineates investors permitted to invest in certain types of higher risk investments including seed money, limited partnersh...
Active management
Active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark...
Active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark...
Advisors Sentiment
Advisors Sentiment survey is a field of market sentiment.
Advisors Sentiment survey is a field of market sentiment.
Advocis
Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary membership association of financial advisors and planners in Canada.
Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary membership association of financial advisors and planners in Canada.
Alpha (investment)
Alpha is a risk-adjusted measure of the so-called active return on an investment.
Alpha is a risk-adjusted measure of the so-called active return on an investment.
Alternative asset
An alternative asset is a type of asset that was traditionally considered part of an investment portfolio.
An alternative asset is a type of asset that was traditionally considered part of an investment portfolio.
Alternative beta
Alternative Beta, including hedge fund replication, refers to alternative systematic risks in the context of Harry Markowitz’ modern portfolio theory.
Alternative Beta, including hedge fund replication, refers to alternative systematic risks in the context of Harry Markowitz’ modern portfolio theory.
Alternative investment
An alternative investment is an investment product other than the traditional investments of stocks, bonds, cash, or property.
An alternative investment is an investment product other than the traditional investments of stocks, bonds, cash, or property.
Amateur investor
The term Amateur investor is often quoted in the UK press as a term of derision, indicating one who invests blindly or is influenced by romantic notions rather than hard facts.
The term Amateur investor is often quoted in the UK press as a term of derision, indicating one who invests blindly or is influenced by romantic notions rather than hard facts.
American Association of Individual Investors
The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financi...
The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financi...
American Precious Metals Exchange, Inc. (APMEX)
American Precious Metals Exchange, Inc. is an online precious metal dealer and is one of the fastest-growing precious metal dealers in the United States.
American Precious Metals Exchange, Inc. is an online precious metal dealer and is one of the fastest-growing precious metal dealers in the United States.
Annuity (European financial arrangements)
An annuity can be defined as a financial contract which provides an annual income stream in return for an initial payment with specific parameters.
An annuity can be defined as a financial contract which provides an annual income stream in return for an initial payment with specific parameters.
Arbitrage betting
Betting arbitrage, miraclebets, surebets, sports arbitraging is a particular case of arbitrage arising on betting markets due to either bookmakers' different opinions on event ...
Betting arbitrage, miraclebets, surebets, sports arbitraging is a particular case of arbitrage arising on betting markets due to either bookmakers' different opinions on event ...
Asian option
An Asian option is a special type of option contract.
An Asian option is a special type of option contract.
Asset allocation
Asset allocation is the process of choosing among possible asset classes.
Asset allocation is the process of choosing among possible asset classes.
Asset Liquidation Marketing Integration Within Asset Management Framework
Asset Liquidation Marketing Integration within Asset Management Framework refers to the value of marketing in the asset management and reverse logistics disciplines.
Asset Liquidation Marketing Integration within Asset Management Framework refers to the value of marketing in the asset management and reverse logistics disciplines.
Asset location
Asset location is a term used in personal finance to refer to how investors distribute their investments across across taxable, tax-deferred and tax-exempt accounts.
Asset location is a term used in personal finance to refer to how investors distribute their investments across across taxable, tax-deferred and tax-exempt accounts.
Asset price inflation
Asset price inflation is an economic phenomenon denoting a rise in price of assets, as opposed to ordinary goods and services.
Asset price inflation is an economic phenomenon denoting a rise in price of assets, as opposed to ordinary goods and services.
Asset/liability modeling
Asset/liability modeling goes beyond traditional, asset-only analysis of the asset allocation decision.
Asset/liability modeling goes beyond traditional, asset-only analysis of the asset allocation decision.
Assets under management
Assets under management is a financial term used denote the market value of funds being managed by a financial instutition on behalf of its clients, investors, depositors, etc.
Assets under management is a financial term used denote the market value of funds being managed by a financial instutition on behalf of its clients, investors, depositors, etc.
Bandon Capital Management LLC
Bandon Capital Management LLC is a private investment management firm based in Portland, Oregon.
Bandon Capital Management LLC is a private investment management firm based in Portland, Oregon.
Benchmark-driven investment strategy
Benchmark-driven investment strategy — the investment strategy, where the target return is usually linked to an index or combination of indices of the sector or any other like S&P 500.
Benchmark-driven investment strategy — the investment strategy, where the target return is usually linked to an index or combination of indices of the sector or any other like S&P 500.
Benefits Realisation Management
Benefits Realisation Management is the explicit planning, delivery and management of whole life benefits from an investment.
Benefits Realisation Management is the explicit planning, delivery and management of whole life benefits from an investment.
Benefits realisation management
Benefits realisation management is the explicit planning, delivery and management of whole life benefits from an investment.
Benefits realisation management is the explicit planning, delivery and management of whole life benefits from an investment.
Biblical money management
Biblical money managagement is the use of Biblical scripture to provide advice, guidance and principles for money management.
Biblical money managagement is the use of Biblical scripture to provide advice, guidance and principles for money management.
Bielard Biehl and Kaiser Five-way Model
Bielard, Biehl and Kaiser Five-way Model - is an investor model, developed by noted Economists and Investment/Fund managers Bielard, Biehl and Kaiser, in which investors are classified into five...
Bielard, Biehl and Kaiser Five-way Model - is an investor model, developed by noted Economists and Investment/Fund managers Bielard, Biehl and Kaiser, in which investors are classified into five...
Bielard Biehl and Kaiser five-way model
Bielard, Biehl and Kaiser five-way model – is an investor model, developed by noted Economists and Investment/Fund managers Bielard, Biehl and Kaiser, in which investors are classified into five...
Bielard, Biehl and Kaiser five-way model – is an investor model, developed by noted Economists and Investment/Fund managers Bielard, Biehl and Kaiser, in which investors are classified into five...
Binary option
In finance, a binary option is a type of option where the payoff is either some fixed amount of some asset or nothing at all.
In finance, a binary option is a type of option where the payoff is either some fixed amount of some asset or nothing at all.
Binary options platform
Binary options platform (also called binary options trading platform) is a web-based, over-the-counter, real-time trading arena, which offers nonprofessional investors a way to profit from corre...
Binary options platform (also called binary options trading platform) is a web-based, over-the-counter, real-time trading arena, which offers nonprofessional investors a way to profit from corre...
Binary options trading platform
Binary options trading platform is a web-based, over-the-counter, real-time trading arena, which offers nonprofessional investors a way to profit from correct, short term predictions of some und...
Binary options trading platform is a web-based, over-the-counter, real-time trading arena, which offers nonprofessional investors a way to profit from correct, short term predictions of some und...
Black–Litterman model
In Finance the Black–Litterman model is a mathematical model for portfolio allocation developed in 1990 at Goldman Sachs by Fischer Black and Robert Litterman, and published in 1992.
In Finance the Black–Litterman model is a mathematical model for portfolio allocation developed in 1990 at Goldman Sachs by Fischer Black and Robert Litterman, and published in 1992.
Bond credit rating
In investment, the bond credit rating assesses the credit worthiness of a corporation's or government debt issues.
In investment, the bond credit rating assesses the credit worthiness of a corporation's or government debt issues.
Boyd Model
The Boyd Model is a comprehensive multi factor, reverse engineered, closed end solution to fair value any illiquid security where no transparent market data exists.
The Boyd Model is a comprehensive multi factor, reverse engineered, closed end solution to fair value any illiquid security where no transparent market data exists.
Boyd model
The Boyd model is a comprehensive multi factor, reverse engineered, closed end solution to fair value any illiquid security where no transparent market data exists.
The Boyd model is a comprehensive multi factor, reverse engineered, closed end solution to fair value any illiquid security where no transparent market data exists.
Bullet strategy
In finance, a bullet strategy is formed when a trader invests in intermediate duration bonds, but does not invest in the Long and Short duration bonds.
In finance, a bullet strategy is formed when a trader invests in intermediate duration bonds, but does not invest in the Long and Short duration bonds.
Buy and hold
Buy and hold is a long-term investment strategy based on the view that in the long run financial markets give a good rate of return despite periods of volatility or decline.
Buy and hold is a long-term investment strategy based on the view that in the long run financial markets give a good rate of return despite periods of volatility or decline.
Buy to let
Buy-to-let is a British phrase referring to the purchase of a property specifically to let out.
Buy-to-let is a British phrase referring to the purchase of a property specifically to let out.
Buy-write
The term buy-write is used to describe an investment strategy in which the investor buys stocks and writes call options against the stock position.
The term buy-write is used to describe an investment strategy in which the investor buys stocks and writes call options against the stock position.
CAN SLIM
CAN SLIM refers to the seven-pronged mnemonic publicized by the American newspaper Investor's Business Daily, which claims to be a checklist of the characteristics performing stocks tend to sha...
CAN SLIM refers to the seven-pronged mnemonic publicized by the American newspaper Investor's Business Daily, which claims to be a checklist of the characteristics performing stocks tend to sha...
Capital allocation line
Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets.
Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets.
Capital budgeting
Capital budgeting (or investment appraisal) is the planning process used to determine whether an organization's long term investments such as new machinery, replacement machinery, new plants, ne...
Capital budgeting (or investment appraisal) is the planning process used to determine whether an organization's long term investments such as new machinery, replacement machinery, new plants, ne...
Capital Dynamics
Capital Dynamics is located in Sydney, Singapore, Kuala Lumpur and Hong Kong and consists of: Capital Dynamics Ltd, a global fund manager primarily managing the i Capital International Value...
Capital Dynamics is located in Sydney, Singapore, Kuala Lumpur and Hong Kong and consists of: Capital Dynamics Ltd, a global fund manager primarily managing the i Capital International Value...
Capital market line
Capital market line is the tangent line drawn from the point of the risk-free asset to the feasible region for risky assets.
Capital market line is the tangent line drawn from the point of the risk-free asset to the feasible region for risky assets.
Carry (investment)
The carry of an asset is the return obtained from holding it (if positive), or the cost of holding it (if negative) (see also Cost of carry).
The carry of an asset is the return obtained from holding it (if positive), or the cost of holding it (if negative) (see also Cost of carry).
Certificate in Investment Performance Measurement
The Certificate in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis in the United States.
The Certificate in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis in the United States.
Churning (finance)
Churning is the practice of executing trades for an investment account by a salesman or broker in order to generate commission from the account.
Churning is the practice of executing trades for an investment account by a salesman or broker in order to generate commission from the account.
Churning (stock trade)
Churning is the practice of executing trades for an investment account by a salesman or broker in order to generate commission from the account.
Churning is the practice of executing trades for an investment account by a salesman or broker in order to generate commission from the account.
Closed-end fund
A closed-end fund (or closed-ended fund) is a collective investment scheme with a limited number of shares.
A closed-end fund (or closed-ended fund) is a collective investment scheme with a limited number of shares.
Collar (finance)
In finance a collar is an option strategy that limits the range of possible positive or negative returns on an underlying to a specific range.
In finance a collar is an option strategy that limits the range of possible positive or negative returns on an underlying to a specific range.
Collective investment scheme
A collective investment scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of king as part of a group.
A collective investment scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of king as part of a group.
Common contractual fund
A Common Contractual Fund (CCF) is a new collective investment scheme structure in Ireland introduced by the European Communities UCITS Regulations, 2003.
A Common Contractual Fund (CCF) is a new collective investment scheme structure in Ireland introduced by the European Communities UCITS Regulations, 2003.
Constant mix (investment)
Rebalancing is the action of bringing a portfolio of investments that has deviated away from one's target asset allocation back into line.
Rebalancing is the action of bringing a portfolio of investments that has deviated away from one's target asset allocation back into line.
Constant proportion portfolio insurance
Constant proportion portfolio insurance (CPPI) is a capital guarantee derivative security that embeds a dynamic trading strategy in order to provide participation to the performance of a certain...
Constant proportion portfolio insurance (CPPI) is a capital guarantee derivative security that embeds a dynamic trading strategy in order to provide participation to the performance of a certain...
Convention of conservatism
In business, investment, and accounting, the principle or convention of conservatism has at least two meanings.
In business, investment, and accounting, the principle or convention of conservatism has at least two meanings.
Core & Satellite
Core & Satellite Portfolio Management is an investment strategy that incorporates traditional Fixed Income and Equity based securities known as the "core" portion of the portfolio, with a percen...
Core & Satellite Portfolio Management is an investment strategy that incorporates traditional Fixed Income and Equity based securities known as the "core" portion of the portfolio, with a percen...
Covestor
Covestor is an online Investment Management platform that allows you to mirror the real trades of successful individual or Professional Investors.
Covestor is an online Investment Management platform that allows you to mirror the real trades of successful individual or Professional Investors.
CPP Investment Board
Under the direction of the then Canadian Finance Minister Paul Martin, the CPP Investment Board was created in 1997 as an organization independent of the government to monitor and invest the fun...
Under the direction of the then Canadian Finance Minister Paul Martin, the CPP Investment Board was created in 1997 as an organization independent of the government to monitor and invest the fun...
Creative real estate investing
Creative real estate investing is a term used to describe non-traditional methods of buying and selling real estate.
Creative real estate investing is a term used to describe non-traditional methods of buying and selling real estate.
Developed market
In investing, developed markets are those countries that are thought to be the most developed and therefore less risky.
In investing, developed markets are those countries that are thought to be the most developed and therefore less risky.
Disinvestment
Disinvestment, sometimes referred to as divestment, refers to the use of a concerted economic boycott, with specific emphasis on liquidating stock, to pressure a government, industry, or c...
Disinvestment, sometimes referred to as divestment, refers to the use of a concerted economic boycott, with specific emphasis on liquidating stock, to pressure a government, industry, or c...
Dispersion (finance)
Dispersion is a measure for the statistical distribution of portfolio returns.
Dispersion is a measure for the statistical distribution of portfolio returns.
Divestment
In finance and economics, divestment or divestiture is the reduction of some kind of asset for either financial or ethical objectives or sale of an existing business by a firm.
In finance and economics, divestment or divestiture is the reduction of some kind of asset for either financial or ethical objectives or sale of an existing business by a firm.
Dividend policy
Dividend policy is concerned with taking a decision regarding paying cash dividend in the present or paying an increased dividend at a later stage.
Dividend policy is concerned with taking a decision regarding paying cash dividend in the present or paying an increased dividend at a later stage.
Dollar cost averaging
Dollar cost averaging (DCA) is an investment strategy that may be used with any currency.
Dollar cost averaging (DCA) is an investment strategy that may be used with any currency.
Domain Developers Fund
Domain Developers Fund (DDF) is the first public open-ended alternative investment fund exclusively invested in Internet domain names.
Domain Developers Fund (DDF) is the first public open-ended alternative investment fund exclusively invested in Internet domain names.
Donor Managed Investment Account
A Donor Managed Investment Account (DMI Account) is a charitable giving mechanism that provides donors with a full tax deduction at the time the account is funded, while permitting them to exerc...
A Donor Managed Investment Account (DMI Account) is a charitable giving mechanism that provides donors with a full tax deduction at the time the account is funded, while permitting them to exerc...
Double bottom line
Double bottom line is a business term used in socially responsible enterprise and investment.
Double bottom line is a business term used in socially responsible enterprise and investment.
Dynamic asset allocation
Dynamic asset allocation is a strategy used by investment products such as hedge funds, mutual funds, credit derivatives, index funds, principal protected notes and other structured investment p...
Dynamic asset allocation is a strategy used by investment products such as hedge funds, mutual funds, credit derivatives, index funds, principal protected notes and other structured investment p...
Eco investing
Eco investing (or Green investing) is the practice of investing in companies that support or provide environmentally friendly products and practices.
Eco investing (or Green investing) is the practice of investing in companies that support or provide environmentally friendly products and practices.
Emerging markets
Emerging markets are nations with social or business activity in the process of rapid growth and industrialization.
Emerging markets are nations with social or business activity in the process of rapid growth and industrialization.
Employee stock purchase plan
In the United States, an employee stock purchase plan (ESPP) is a tax-efficient means by which employees of a corporation can purchase the corporation's stock, often at a discount.
In the United States, an employee stock purchase plan (ESPP) is a tax-efficient means by which employees of a corporation can purchase the corporation's stock, often at a discount.
Enhanced indexing
In finance, enhanced indexing is a catch-all term that describes strategies employed to outperform traditional indexing.
In finance, enhanced indexing is a catch-all term that describes strategies employed to outperform traditional indexing.
Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) is a series of tax reliefs designed to encourage investments in small unquoted companies carrying on a qualifying trade in the United Kingdom.
The Enterprise Investment Scheme (EIS) is a series of tax reliefs designed to encourage investments in small unquoted companies carrying on a qualifying trade in the United Kingdom.
Equator Principles
The Equator Principles are a voluntary set of standards for determining, assessing and managing social and environmental risk in project financing.
The Equator Principles are a voluntary set of standards for determining, assessing and managing social and environmental risk in project financing.
Equity in income of affiliates
Equity in income of affiliates refers to equity (income) generated from strategic investments in consolidated or unconsolidated affiliate companies, i.e., investments in which the investing comp...
Equity in income of affiliates refers to equity (income) generated from strategic investments in consolidated or unconsolidated affiliate companies, i.e., investments in which the investing comp...
Equity repositioning
Equity Repositioning is the financial strategy of taking an equity rich asset base and repositioning those assets into a diversity of investment vehicles.
Equity Repositioning is the financial strategy of taking an equity rich asset base and repositioning those assets into a diversity of investment vehicles.
Exchange fund
An Exchange Fund or Swap Fund is a mechanism specific to the U.S., first introduced in late 1990s that allows holders of large amount of a single stock to diversify into a basket of other ...
An Exchange Fund or Swap Fund is a mechanism specific to the U.S., first introduced in late 1990s that allows holders of large amount of a single stock to diversify into a basket of other ...
Exchange-traded fund
An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks.
An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks.
Exempt market dealer
Exempt market dealers, and the registered individuals who work for them, may act as a dealer or underwriter for any securities which are prospectus exempt, as a dealer for any securites sold to ...
Exempt market dealers, and the registered individuals who work for them, may act as a dealer or underwriter for any securities which are prospectus exempt, as a dealer for any securites sold to ...
ExMark (finance)
ExMark is a term that defines the relationship between a fund's return and the market index.
ExMark is a term that defines the relationship between a fund's return and the market index.
ExMark (Mutual Fund)
ExMark - is a term that defines the relationship between a fund's return and the market index.
ExMark - is a term that defines the relationship between a fund's return and the market index.
ExMark (mutual fund)
ExMark – is a term that defines the relationship between a fund's return and the market index.
ExMark – is a term that defines the relationship between a fund's return and the market index.
Extended hours trading
After-hours trading is stock trading that occurs after the traditional trading hours of the major exchanges, such as the New York Stock Exchange and the Nasdaq Stock Market.
After-hours trading is stock trading that occurs after the traditional trading hours of the major exchanges, such as the New York Stock Exchange and the Nasdaq Stock Market.
Fed model
The "Fed model" is a theory of equity valuation used by some security analysts that hypothesizes a relationship between long-term treasury notes and the expected return on equities.
The "Fed model" is a theory of equity valuation used by some security analysts that hypothesizes a relationship between long-term treasury notes and the expected return on equities.
Feeder fund
A feeder fund is an investment fund which does almost all of its investments through a master fund via a master-feeder relationship.
A feeder fund is an investment fund which does almost all of its investments through a master fund via a master-feeder relationship.
Fence (finance)
Fence is an investment strategy that uses options to limit the range of possible returns on a financial instrument.
Fence is an investment strategy that uses options to limit the range of possible returns on a financial instrument.
Financial adviser
A financial advisor are coolcats are finacial advisors, is a professional who renders financial services to individuals, businesses and governments.
A financial advisor are coolcats are finacial advisors, is a professional who renders financial services to individuals, businesses and governments.
Financial planning (business)
Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives.
Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives.
Financial sponsor
A financial sponsor is a term commonly used to refer to private equity investment firms, particularly those private equity firms that engage in leveraged buyout or LBO transactions.
A financial sponsor is a term commonly used to refer to private equity investment firms, particularly those private equity firms that engage in leveraged buyout or LBO transactions.
Fixed-income relative-value investing
Fixed-Income Relative-Value Investing (FI-RV) is a hedge fund investment strategy made popular by the failed hedge fund Long-Term Capital Management.
Fixed-Income Relative-Value Investing (FI-RV) is a hedge fund investment strategy made popular by the failed hedge fund Long-Term Capital Management.
Fond commun de placement
Fonds commun de placement translates to "investment funds" or "mutual funds", and are open-ended collective investment funds based that are neither trust or company law based.
Fonds commun de placement translates to "investment funds" or "mutual funds", and are open-ended collective investment funds based that are neither trust or company law based.
Foreclosure data provider
Foreclosure data providers provide investors, real estate agents and mortgage brokers with the foreclosure data they need in order to pursue foreclosed properties.
Foreclosure data providers provide investors, real estate agents and mortgage brokers with the foreclosure data they need in order to pursue foreclosed properties.
Foreclosure investment
Foreclosure investment refers to the process of investing capital in the public sale of a mortgaged property following foreclosure of the loan secured by that property.
Foreclosure investment refers to the process of investing capital in the public sale of a mortgaged property following foreclosure of the loan secured by that property.
Fund administration
Fund administration is the name given to the set of activities that are carried out in support of the actual process of running a collective investment scheme, whether the scheme is a traditiona...
Fund administration is the name given to the set of activities that are carried out in support of the actual process of running a collective investment scheme, whether the scheme is a traditiona...
Fund of funds
A "fund of funds" (FOF) is an investment strategy of holding a portfolio of other investment funds rather than investing directly in shares, bonds or other securities.
A "fund of funds" (FOF) is an investment strategy of holding a portfolio of other investment funds rather than investing directly in shares, bonds or other securities.
Fund Platform
Fund Platforms fall into two distinct groups: Fund Wraps and Fund Supermarkets.
Fund Platforms fall into two distinct groups: Fund Wraps and Fund Supermarkets.
Fund platform
Fund platforms fall into two distinct groups: fund wraps and fund supermarkets.
Fund platforms fall into two distinct groups: fund wraps and fund supermarkets.
G20 developing nations
The G20 (Group of 20, also variously G21, G22 and G20+) is a bloc of developing nations established on 20 August 2003.
The G20 (Group of 20, also variously G21, G22 and G20+) is a bloc of developing nations established on 20 August 2003.
G33 (developing countries)
The G33 is a group of developing countries that coordinate on trade and economic issues.
The G33 is a group of developing countries that coordinate on trade and economic issues.
Gerald Krefetz
Gerald Krefetz is an American author specializing in financial topics.
Gerald Krefetz is an American author specializing in financial topics.
Global assets under management
Global asset allocation or Global assets under management consists of pension funds, insurance companies and mutual funds.
Global asset allocation or Global assets under management consists of pension funds, insurance companies and mutual funds.
Goal-based investing
Goal Based Investing or Goal Driven Investing is an investment methodology which is a different approach from the conventional investing methodologies, where financial performance is defin...
Goal Based Investing or Goal Driven Investing is an investment methodology which is a different approach from the conventional investing methodologies, where financial performance is defin...
Goldline International
Goldline International, Inc. is a retail seller of gold and silver coins, and precious metals for investors and collectors.
Goldline International, Inc. is a retail seller of gold and silver coins, and precious metals for investors and collectors.
Good 'Til Cancelled
In investment, a Good ’Til Cancelled (GTC) order is an order to buy or sell a security which remains in effect until executed or canceled.
In investment, a Good ’Til Cancelled (GTC) order is an order to buy or sell a security which remains in effect until executed or canceled.
Grazer Wechselseitige Versicherung
Grazer Wechselseitige Versicherung or Graz Mutual Insurance Company is one of the largest Central European insurance companies.
Grazer Wechselseitige Versicherung or Graz Mutual Insurance Company is one of the largest Central European insurance companies.
Greater fool theory
The greater fool theory (also called survivor investing) is the belief held by one who makes a questionable investment, with the assumption that they will be able to sell it later to "a gr...
The greater fool theory (also called survivor investing) is the belief held by one who makes a questionable investment, with the assumption that they will be able to sell it later to "a gr...
Gross Rent Multiplier
Gross Rent Multiplier or "GRM" is the ratio of the price of a real estate investment to its annual rental income before expenses: Gross Rent Multiplier (GRM) = Sale Price / Potential Gross Incom...
Gross Rent Multiplier or "GRM" is the ratio of the price of a real estate investment to its annual rental income before expenses: Gross Rent Multiplier (GRM) = Sale Price / Potential Gross Incom...
Growth investing
Growth investing is a style of investment strategy.
Growth investing is a style of investment strategy.
Guaranteed Investment Certificate
A Guaranteed Investment Certificate or GIC is a Canadian investment that offers a guaranteed rate of return over a fixed period of time, most commonly issued by trust companies or banks.
A Guaranteed Investment Certificate or GIC is a Canadian investment that offers a guaranteed rate of return over a fixed period of time, most commonly issued by trust companies or banks.
Guaranteed investment contract
A guaranteed investment contract (GIC) is a contract that guarantees repayment of principal and a fixed or floating interest rate for a predetermined period of time.
A guaranteed investment contract (GIC) is a contract that guarantees repayment of principal and a fixed or floating interest rate for a predetermined period of time.
Harbert Management Corporation
Harbert Management Corporation, based in Birmingham, Alabama, is a U.S. investment management company founded in 1993 by Raymond J. Harbert.
Harbert Management Corporation, based in Birmingham, Alabama, is a U.S. investment management company founded in 1993 by Raymond J. Harbert.
Hedge fund
A hedge fund is an investment fund that can undertake a wider range of investment and trading activities than other funds, but which is only open for investment from particular types of investor...
A hedge fund is an investment fund that can undertake a wider range of investment and trading activities than other funds, but which is only open for investment from particular types of investor...
Hybrid market
A hybrid market allows a stock broker to either have his order executed immediately in a fully automated electronic exchange, or to have it routed to the trading floor where it is completed manu...
A hybrid market allows a stock broker to either have his order executed immediately in a fully automated electronic exchange, or to have it routed to the trading floor where it is completed manu...
ICVC
An ICVC or Investment Company with Variable Capital is a type of open-ended collective investment formed as a corporation under the Open-Ended Investment Companies Regulations of the...
An ICVC or Investment Company with Variable Capital is a type of open-ended collective investment formed as a corporation under the Open-Ended Investment Companies Regulations of the...
Impact investing
Impact investing refers to the practice of assessing not only the financial return on investment but also the impact of the investment on the social and environmental environment affected by the...
Impact investing refers to the practice of assessing not only the financial return on investment but also the impact of the investment on the social and environmental environment affected by the...
Incremental capital-output ratio
The Incremental Capital-Output Ratio, is the ratio of investment to growth which is equal to 1 divided by the marginal product of capital.
The Incremental Capital-Output Ratio, is the ratio of investment to growth which is equal to 1 divided by the marginal product of capital.
Index fund
An index fund or index tracker is a collective investment scheme that aims to replicate the movements of an index of a specific financial market, or a set of rules of ownership that are he...
An index fund or index tracker is a collective investment scheme that aims to replicate the movements of an index of a specific financial market, or a set of rules of ownership that are he...
Index-linked Savings Certificates
Index-linked Savings Certificates are inflation linked bonds from National Savings and Investments the state-owned savings bank in the United Kingdom.
Index-linked Savings Certificates are inflation linked bonds from National Savings and Investments the state-owned savings bank in the United Kingdom.
Individual Pension Plan
An Individual Pension Plan or IPP is a Canadian retirement savings vehicle.
An Individual Pension Plan or IPP is a Canadian retirement savings vehicle.
Individual Savings Account
An Individual Savings Account is a financial product available to residents in the United Kingdom.
An Individual Savings Account is a financial product available to residents in the United Kingdom.
Individual savings account
An individual savings account is a financial product available to residents in the United Kingdom.
An individual savings account is a financial product available to residents in the United Kingdom.
Infrastructure debt
Infrastructure debt is the fixed income component of infrastructure assets.
Infrastructure debt is the fixed income component of infrastructure assets.
Institutional investor
Institutional investors are organizations which pool large sums of money and invest those sums in securities, real property and other investment assets.
Institutional investors are organizations which pool large sums of money and invest those sums in securities, real property and other investment assets.
Insurance bond
An insurance bond is a single premium life assurance policy for the purposes of investment.
An insurance bond is a single premium life assurance policy for the purposes of investment.
Intellidex
An Intellidex is a securities product created by and proprietary to the American Stock Exchange.
An Intellidex is a securities product created by and proprietary to the American Stock Exchange.
Interactive Investor International
Interactive Investor is a UK based commercial online financial services provider concerning stocks, investing and personal finance.
Interactive Investor is a UK based commercial online financial services provider concerning stocks, investing and personal finance.
Internal rate of return
The internal rate of return (IRR) is a rate of return used in capital budgeting to measure and compare the profitability of investments.
The internal rate of return (IRR) is a rate of return used in capital budgeting to measure and compare the profitability of investments.
International Investment Agreement
An International Investment Agreement (IIA) is a treaty between countries that addresses issues relevant to cross-border investments, usually for the purpose of protection, promotion and libera...
An International Investment Agreement (IIA) is a treaty between countries that addresses issues relevant to cross-border investments, usually for the purpose of protection, promotion and libera...
Inventory investment
Inventory investment is a component of gross domestic product (GDP).
Inventory investment is a component of gross domestic product (GDP).
Investing online
Investing online, or self-directed investing, has become the norm for individual investors and traders over the past decade with many, if not all brokers now offering online services with unique...
Investing online, or self-directed investing, has become the norm for individual investors and traders over the past decade with many, if not all brokers now offering online services with unique...
Investment
Investment has different meanings in finance and economics.
Investment has different meanings in finance and economics.
Investment advisory
An Investment advisory, in financial/investment organizations, is the unit linking the investment professionals in the central asset management unit (Investment Research, Portfolio Management) t...
An Investment advisory, in financial/investment organizations, is the unit linking the investment professionals in the central asset management unit (Investment Research, Portfolio Management) t...
Investment broker
Investment brokers are individuals who bring together buyers and sellers of investments.
Investment brokers are individuals who bring together buyers and sellers of investments.
Investment certificate
An investment certificate is an investment product offered by an investment company or brokerage firm designed to offer a competitive yield to an investor with the added safety of their principal.
An investment certificate is an investment product offered by an investment company or brokerage firm designed to offer a competitive yield to an investor with the added safety of their principal.
Investment control
Investment controlling is a monitoring function within the asset management, portfolio management or investment management.
Investment controlling is a monitoring function within the asset management, portfolio management or investment management.
Investment decisions
Investment decisions are made by investors and investment managers.
Investment decisions are made by investors and investment managers.
Investment function
investment function is relation ship between income nd investment on business The investment function is a summary of the variables that influence the levels of aggregate investments.
investment function is relation ship between income nd investment on business The investment function is a summary of the variables that influence the levels of aggregate investments.
Investment Game
Investment Game is an international stock exchange simulation, founded in 1996 by the student investment fund at the Stockholm School of Economics in Riga.
Investment Game is an international stock exchange simulation, founded in 1996 by the student investment fund at the Stockholm School of Economics in Riga.
Investment goods
In economics, investment goods are the plant, machinery, and equipment that enable production, and are the main input into new installed capital.
In economics, investment goods are the plant, machinery, and equipment that enable production, and are the main input into new installed capital.
Investment management
Investment management is the professional management of various securities and assets in order to meet specified investment goals for the benefit of the investors.
Investment management is the professional management of various securities and assets in order to meet specified investment goals for the benefit of the investors.
Investment performance
Investment performance is the return on an investment portfolio.
Investment performance is the return on an investment portfolio.
Investment policy
An investment policy is any government regulation or law that encourages or discourages foreign investment in the local economy, e.g. currency exchange limits.
An investment policy is any government regulation or law that encourages or discourages foreign investment in the local economy, e.g. currency exchange limits.
Investment Securities
Investment Securities is a legal concept enshrined into Article 8 of the Uniform Commercial Code (UCC).
Investment Securities is a legal concept enshrined into Article 8 of the Uniform Commercial Code (UCC).
Investment strategy
In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio.
In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio.
Investment style
Investment style refers to different style characteristics of equities, bonds or financial derivatives within a given investment philosophy.
Investment style refers to different style characteristics of equities, bonds or financial derivatives within a given investment philosophy.
Investment theory
Investment theory encompasses the body of knowledge used to support the decision-making process of choosing investments for various purposes.
Investment theory encompasses the body of knowledge used to support the decision-making process of choosing investments for various purposes.
Investment trust
An Investment trust is a form of collective investment found mostly in the United Kingdom.
An Investment trust is a form of collective investment found mostly in the United Kingdom.
Investment wine
Investment wine, like gold bullion, rare coins, fine art, and collectible trading cards, is an alternative investment other than the traditional financial holdings of stocks, bonds, cash, or rea...
Investment wine, like gold bullion, rare coins, fine art, and collectible trading cards, is an alternative investment other than the traditional financial holdings of stocks, bonds, cash, or rea...
Investor awareness
Investor Awareness is a term used in investor relations, by public companies and similar bodies, to describe how well their investors, and the investment market in general, know their business.
Investor Awareness is a term used in investor relations, by public companies and similar bodies, to describe how well their investors, and the investment market in general, know their business.
Investor lead
An investor lead is a type of a sales lead.
An investor lead is a type of a sales lead.
Investor relations
Investor Relations (IR) is a strategic management responsibility that integrates finance, communication, marketing and securities law compliance to enable the most effective two-way communicatio...
Investor Relations (IR) is a strategic management responsibility that integrates finance, communication, marketing and securities law compliance to enable the most effective two-way communicatio...
Investor state dispute settlement
Investor-state dispute settlement provisions in international trade treaties grant investors covered by provisions with a right to initiate dispute settlement proceedings against foreign governm...
Investor-state dispute settlement provisions in international trade treaties grant investors covered by provisions with a right to initiate dispute settlement proceedings against foreign governm...
Investor State Dispute Settlement
Investor State Dispute Settlement (ISDS) provisions in international trade treaties grant investors covered by provisions with a right to initiate dispute settlement proceedings against fo...
Investor State Dispute Settlement (ISDS) provisions in international trade treaties grant investors covered by provisions with a right to initiate dispute settlement proceedings against fo...
Investors United (School of Real Estate Investing)
Investors United School of Real Estate Investing is an educational institution and membership association based out of Baltimore, Maryland, USA. The school offers on-campus and online courses f...
Investors United School of Real Estate Investing is an educational institution and membership association based out of Baltimore, Maryland, USA. The school offers on-campus and online courses f...
IPM Informed Portfolio Management
IPM Informed Portfolio Management (IPM) is an investment manager located in Stockholm, Sweden.
IPM Informed Portfolio Management (IPM) is an investment manager located in Stockholm, Sweden.
IronFX
IronFX is an award-winning, techonology-driven, global online broker specialized in Forex and CFDs on US and UK stocks, commodities and spot metals.
IronFX is an award-winning, techonology-driven, global online broker specialized in Forex and CFDs on US and UK stocks, commodities and spot metals.
Irrational exuberance
"Irrational exuberance" is a phrase used by the then-Federal Reserve Board Chairman, Alan Greenspan, in a speech given at the American Enterprise Institute during the Dot-com bubble of the 1990s.
"Irrational exuberance" is a phrase used by the then-Federal Reserve Board Chairman, Alan Greenspan, in a speech given at the American Enterprise Institute during the Dot-com bubble of the 1990s.
Juniperus Capital
Juniperus Capital Limited (Juniperus Capital or JCL) is a Bermuda-based hedge fund.
Juniperus Capital Limited (Juniperus Capital or JCL) is a Bermuda-based hedge fund.
Juvenile Life Insurance
Juvenile life insurance is permanent life insurance that insures the life of a minor.
Juvenile life insurance is permanent life insurance that insures the life of a minor.
Kostrzyn-Słubice Special Economic Zone
The Kostrzyn-Slubice Special Economic Zone is in the centre of Europe, in western Poland, along the Polish-German border.
The Kostrzyn-Slubice Special Economic Zone is in the centre of Europe, in western Poland, along the Polish-German border.
Kurtosis risk
Kurtosis risk in statistics and decision theory denotes the fact that observations are spread in a wider fashion than the normal distribution entails.
Kurtosis risk in statistics and decision theory denotes the fact that observations are spread in a wider fashion than the normal distribution entails.
Laddering
Laddering is an investment technique that requires investors to purchase multiple financial products with different maturity dates.
Laddering is an investment technique that requires investors to purchase multiple financial products with different maturity dates.
Land banking
Land banking is the practice of purchasing raw land with the intent to hold on to it until such a time as it is profitable to sell it on to others for more than was initially paid.
Land banking is the practice of purchasing raw land with the intent to hold on to it until such a time as it is profitable to sell it on to others for more than was initially paid.
Late trading
Late trading is trading executed after the standard local national exchanges have closed.
Late trading is trading executed after the standard local national exchanges have closed.
Legal Alpha
Legal Alpha is the extra performance generated in a specific, diversified investment portfolio by using opportunistic and selective legal activism to obtain compensation for under-performance r...
Legal Alpha is the extra performance generated in a specific, diversified investment portfolio by using opportunistic and selective legal activism to obtain compensation for under-performance r...
Lehman Formula
The Lehman Formula is a formula to define the compensation a broker should receive when handling a large underwriting or stock brokerage transfer transaction for a client.
The Lehman Formula is a formula to define the compensation a broker should receive when handling a large underwriting or stock brokerage transfer transaction for a client.
Lehman scale
The Lehman Scale is a traditional schedule of business broker and advisers’ chargeable fees.
The Lehman Scale is a traditional schedule of business broker and advisers’ chargeable fees.
Liability-driven investment strategy
Liability-driven is a financial and actuarial term used to describe investment policies, and, more generally, asset management decisions, that are determined in large part by the sum of current ...
Liability-driven is a financial and actuarial term used to describe investment policies, and, more generally, asset management decisions, that are determined in large part by the sum of current ...
Life annuity
A life annuity is a financial contract in the form of an insurance product according to which a seller (issuer) — typically a financial institution such as a life insurance company &mdash...
A life annuity is a financial contract in the form of an insurance product according to which a seller (issuer) — typically a financial institution such as a life insurance company &mdash...
Life settlement
A life settlement is a financial transaction in which the owner of a life insurance policy sells an unneeded policy to a third party for more than its cash value and less than its face value.
A life settlement is a financial transaction in which the owner of a life insurance policy sells an unneeded policy to a third party for more than its cash value and less than its face value.
Listed investment company
A listed investment company (LIC) is an Australian closed-end collective investment scheme similar to investment trusts in the UK.
A listed investment company (LIC) is an Australian closed-end collective investment scheme similar to investment trusts in the UK.
LLCR
Loan Life Coverage Ratio LLCR is a ratio commonly used in project finance.
Loan Life Coverage Ratio LLCR is a ratio commonly used in project finance.
Loan officer
A loan officer is a person who serves as an intermediary between lending institutions and borrowers.
A loan officer is a person who serves as an intermediary between lending institutions and borrowers.
Lock-up period
A lock-up period, also known as a lock in, lock out, or locked up period, is a predetermined amount of time following an initial public offering during which employees and clos...
A lock-up period, also known as a lock in, lock out, or locked up period, is a predetermined amount of time following an initial public offering during which employees and clos...
London Pensions Fund Authority
The London Pensions Fund Authority is a pension fund administration that in addition to maintaining its own fund is a key figure in administering the Local Government Pension Scheme, for local g...
The London Pensions Fund Authority is a pension fund administration that in addition to maintaining its own fund is a key figure in administering the Local Government Pension Scheme, for local g...
Lookback option
The Lookback options are a type of exotic options with path dependency, among many other kind of options.
The Lookback options are a type of exotic options with path dependency, among many other kind of options.
Low Exercise Price Option
In 1995 the Australian Stock Exchange started listing of new exchange traded option product called a Low Exercise Price Option (LEPO).
In 1995 the Australian Stock Exchange started listing of new exchange traded option product called a Low Exercise Price Option (LEPO).
Malinvestment
Malinvestment is a concept developed by the Austrian School, a non-mainstream school of economic thought, that refers to investments of firms being badly allocated due to what they assert to be ...
Malinvestment is a concept developed by the Austrian School, a non-mainstream school of economic thought, that refers to investments of firms being badly allocated due to what they assert to be ...
Managed account
A managed account is a fee-based investment management product for high net worth individuals.
A managed account is a fee-based investment management product for high net worth individuals.
Manager of managers fund
A "manager of managers fund" (MoM fund) is an investment fund that uses an investment strategy of directly selecting different investment managers and gives them mandate to make investment...
A "manager of managers fund" (MoM fund) is an investment fund that uses an investment strategy of directly selecting different investment managers and gives them mandate to make investment...
Marginal product of capital
Marginal product of capital (MPK) is the additional output resulting from the use of an additional unit of capital (ceteris paribus assuming all other factors are fixed).
Marginal product of capital (MPK) is the additional output resulting from the use of an additional unit of capital (ceteris paribus assuming all other factors are fixed).
Market exposure
Market exposure (or exposure) is a financial term which measures the proportion of money invested in the same industry sector.
Market exposure (or exposure) is a financial term which measures the proportion of money invested in the same industry sector.
Market neutral
An investment strategy or portfolio is considered market neutral if it seeks to entirely avoid some form of market risk, typically by hedging.
An investment strategy or portfolio is considered market neutral if it seeks to entirely avoid some form of market risk, typically by hedging.
Market sentiment
Market sentiment is the general prevailing attitude of investors as to anticipated price development in a market.
Market sentiment is the general prevailing attitude of investors as to anticipated price development in a market.
Market timing
Market timing is the strategy of making buy or sell decisions of financial assets (often stocks) by attempting to predict future market price movements.
Market timing is the strategy of making buy or sell decisions of financial assets (often stocks) by attempting to predict future market price movements.
Market trend
A market trend is a putative tendency of a financial market to move in a particular direction over time.
A market trend is a putative tendency of a financial market to move in a particular direction over time.
Maslowian Portfolio Theory
Maslowian Portfolio Theory (MaPT) creates a normative portfolio theory based on human needs as described by Abraham Maslow.
Maslowian Portfolio Theory (MaPT) creates a normative portfolio theory based on human needs as described by Abraham Maslow.
Master-feeder
The master-feeder structure allows asset managers to capture the efficiencies of larger pools of assets (see economics of scale) although fashioning investment funds to separate market niches.
The master-feeder structure allows asset managers to capture the efficiencies of larger pools of assets (see economics of scale) although fashioning investment funds to separate market niches.
Media Development Loan Fund
Media Development Loan Fund (MDLF) is a New York-registered 501(c)(3) non-profit corporation and investment fund that provides low-cost financing to independent news media in countries with a hi...
Media Development Loan Fund (MDLF) is a New York-registered 501(c)(3) non-profit corporation and investment fund that provides low-cost financing to independent news media in countries with a hi...
Miraclebet
Miraclebets are a particular case arising on betting markets due to either bookmakers' different opinions on event outcomes or plain errors.
Miraclebets are a particular case arising on betting markets due to either bookmakers' different opinions on event outcomes or plain errors.
Modern portfolio theory
Modern portfolio theory (MPT) is a theory of investment which attempts to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given...
Modern portfolio theory (MPT) is a theory of investment which attempts to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given...
Modified Dietz Method
The Modified Dietz Method is a calculation used to determine an approximation of the performance of an investment portfolio based on money-weighted cash flow.
The Modified Dietz Method is a calculation used to determine an approximation of the performance of an investment portfolio based on money-weighted cash flow.
Modified Dietz method
The modified Dietz method is a calculation used to determine an approximation of the performance of an investment portfolio based on money-weighted cash flow.
The modified Dietz method is a calculation used to determine an approximation of the performance of an investment portfolio based on money-weighted cash flow.
Modified internal rate of return
The modified internal rate of return (MIRR) is a financial measure of an investment's attractiveness.
The modified internal rate of return (MIRR) is a financial measure of an investment's attractiveness.
Money management
Money management is the process of managing money.
Money management is the process of managing money.
Moody's Manual
Moody's Manual is a series of manuals published by the Moody's Corporation.
Moody's Manual is a series of manuals published by the Moody's Corporation.
Mortality drag
Mortality drag is a term used, in reference to lifetime annuities, to describe a negative impact that is experienced when an annuity purchase is delayed on a fund from which regular withdrawals ...
Mortality drag is a term used, in reference to lifetime annuities, to describe a negative impact that is experienced when an annuity purchase is delayed on a fund from which regular withdrawals ...
Mortgage note
In the US a mortgage note is a promissory note associated with a specified mortgage loan; it is a written promise to repay a specified sum of money plus interest at a specified rate and length o...
In the US a mortgage note is a promissory note associated with a specified mortgage loan; it is a written promise to repay a specified sum of money plus interest at a specified rate and length o...
Multi-manager investment
Multi-manager investment is an investment product that consists of multiple specialized funds.
Multi-manager investment is an investment product that consists of multiple specialized funds.
Mutual fund
A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities.
A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities.
Mutual fund trust
A mutual fund trust is a unit trust in which all holdings and transactions in the units comply with the prescribed conditions governing: the number of unit holders; the dispersal of ownership of...
A mutual fund trust is a unit trust in which all holdings and transactions in the units comply with the prescribed conditions governing: the number of unit holders; the dispersal of ownership of...
National Financial Educators Council
The National Financial Educators Council provides financial education services to people from all walks of life, via events held across the United States.
The National Financial Educators Council provides financial education services to people from all walks of life, via events held across the United States.
National Investor Relations Institute
The National Investor Relations Institute, known as "NIRI," is the largest professional association for investor relations (IR) professionals in the world.
The National Investor Relations Institute, known as "NIRI," is the largest professional association for investor relations (IR) professionals in the world.
Net asset value
Net asset value (NAV) is a term used to describe the value of an entity's assets less the value of its liabilities.
Net asset value (NAV) is a term used to describe the value of an entity's assets less the value of its liabilities.
Net investment
In economics, net investment refers to an activity of spending which increases the availability of fixed capital goods or means of production.
In economics, net investment refers to an activity of spending which increases the availability of fixed capital goods or means of production.
Net present value
In finance, the net present value (NPV) or net present worth (NPW) of a time series of cash flows, both incoming and outgoing, is defined as the sum of the present values (PVs)...
In finance, the net present value (NPV) or net present worth (NPW) of a time series of cash flows, both incoming and outgoing, is defined as the sum of the present values (PVs)...
Next Eleven
The Next Eleven are eleven countries—Bangladesh, Egypt, Indonesia, Iran, Mexico, Nigeria, Pakistan, Philippines, South Korea, Turkey, and Vietnam — identified by Goldman Sachs investment bank a...
The Next Eleven are eleven countries—Bangladesh, Egypt, Indonesia, Iran, Mexico, Nigeria, Pakistan, Philippines, South Korea, Turkey, and Vietnam — identified by Goldman Sachs investment bank a...
Nine Money Personalities Model
Nine Money Personalities Model - is a model developed by Dr. Kathleen Gurney in which she describes 9 distinct money personality types.
Nine Money Personalities Model - is a model developed by Dr. Kathleen Gurney in which she describes 9 distinct money personality types.
Open-ended investment company
An ICVC or Investment Company with Variable Capital is a type of open-ended collective investment formed as a corporation under the Open-Ended Investment Companies Regulations of the...
An ICVC or Investment Company with Variable Capital is a type of open-ended collective investment formed as a corporation under the Open-Ended Investment Companies Regulations of the...
Option (finance)
In finance, an option is a derivative financial instrument that specifies a contract between two parties for a future transaction on an asset at a reference price.
In finance, an option is a derivative financial instrument that specifies a contract between two parties for a future transaction on an asset at a reference price.
Option naming convention
In financial markets, an option naming convention is a method of identifying which of many possible options is being quoted or traded.
In financial markets, an option naming convention is a method of identifying which of many possible options is being quoted or traded.
Over-investing
Over-investing in finance, particularly personal finance, refers to the practice of investing more into an asset than what that asset is worth on the open market.
Over-investing in finance, particularly personal finance, refers to the practice of investing more into an asset than what that asset is worth on the open market.
Overseas Investment Office
The Overseas Investment Office is the New Zealand government agency responsible for regulating foreign direct investment into New Zealand.
The Overseas Investment Office is the New Zealand government agency responsible for regulating foreign direct investment into New Zealand.
Pairs trade
The pairs trade or pair trading is a market neutral trading strategy enabling traders to profit from virtually any market conditions: uptrend, downtrend, or sideways movement.
The pairs trade or pair trading is a market neutral trading strategy enabling traders to profit from virtually any market conditions: uptrend, downtrend, or sideways movement.
Participatory notes
Participatory notes (PNs / P-Notes) are instruments used by investors or hedge funds that are not registered with the SEBI (Securities & Exchange Board of India) to invest in Indian securities.
Participatory notes (PNs / P-Notes) are instruments used by investors or hedge funds that are not registered with the SEBI (Securities & Exchange Board of India) to invest in Indian securities.
Passive investor
A passive investor is one who does not participate in the day-to-day decisions of running a company.
A passive investor is one who does not participate in the day-to-day decisions of running a company.
Passive management
Passive management (also called passive investing) is a financial strategy in which an investor (or a fund manager) invests in accordance with a pre-determined strategy that doesn't entail...
Passive management (also called passive investing) is a financial strategy in which an investor (or a fund manager) invests in accordance with a pre-determined strategy that doesn't entail...
Payback period
Payback period in capital budgeting refers to the period of time required for the return on an investment to "repay" the sum of the original investment.
Payback period in capital budgeting refers to the period of time required for the return on an investment to "repay" the sum of the original investment.
Pension
In general, a pension is an arrangement to provide people with an income when they are no longer earning a regular income from employment.
In general, a pension is an arrangement to provide people with an income when they are no longer earning a regular income from employment.
Pensions crisis
The U.S. pensions crisis is a predicted difficulty in paying for corporate, state and federal pensions, due to a difference between pension obligations and the resources set aside to fund them.
The U.S. pensions crisis is a predicted difficulty in paying for corporate, state and federal pensions, due to a difference between pension obligations and the resources set aside to fund them.
Performance attribution
Performance Attribution or Investment Performance Attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark.
Performance Attribution or Investment Performance Attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark.
Performance fee
A performance fee is a fee that an investment fund may be charged by the investment manager that manages its assets, calculated by reference to the increase in the fund's net asset value (or "NA...
A performance fee is a fee that an investment fund may be charged by the investment manager that manages its assets, calculated by reference to the increase in the fund's net asset value (or "NA...
Personal Equity Plan
In the United Kingdom a Personal Equity Plan was a form of tax-privileged investment account.
In the United Kingdom a Personal Equity Plan was a form of tax-privileged investment account.
Personal pension scheme
A Personal Pension Scheme (PPS), sometimes called a Personal Pension Plan (PPP), is a UK tax-privileged individual investment vehicle, with the primary purpose of building a capital sum to provi...
A Personal Pension Scheme (PPS), sometimes called a Personal Pension Plan (PPP), is a UK tax-privileged individual investment vehicle, with the primary purpose of building a capital sum to provi...
Philatelic investment
Philatelic investment is investment in collectible postage stamps for the purpose of realizing a profit.
Philatelic investment is investment in collectible postage stamps for the purpose of realizing a profit.
PIGS (economics)
PIGS is an acronym used by international bond analysts, academics, and the economic press that refers to the economies of Portugal, Italy, Greece, and Spain – often in regard to matters relating...
PIGS is an acronym used by international bond analysts, academics, and the economic press that refers to the economies of Portugal, Italy, Greece, and Spain – often in regard to matters relating...
Piqqem
Piqqem is an online stock selection service using a method of selection based on the Wisdom of Crowds.
Piqqem is an online stock selection service using a method of selection based on the Wisdom of Crowds.
Portable alpha
Portable alpha is the return of an investment portfolio with zero market risk (beta).
Portable alpha is the return of an investment portfolio with zero market risk (beta).
Portfolio (finance)
In finance, a portfolio is a collection of investments held by an institution or an individual.
In finance, a portfolio is a collection of investments held by an institution or an individual.
Portfolio company
A portfolio company is a company or entity in which a venture capital firm, buyout firm, holding company, or other investment fund invests.
A portfolio company is a company or entity in which a venture capital firm, buyout firm, holding company, or other investment fund invests.
Portfolio dedication
Portfolio dedication is the synchronization of returns on an investment portfolio with known future liabilities.
Portfolio dedication is the synchronization of returns on an investment portfolio with known future liabilities.
Portfolio insurance
Portfolio insurance is a method of hedging a portfolio of stocks against the market risk by short selling stock index futures.
Portfolio insurance is a method of hedging a portfolio of stocks against the market risk by short selling stock index futures.
Portfolio investment
Portfolio investment is part of the capital account on the balance of payments statistics.
Portfolio investment is part of the capital account on the balance of payments statistics.
Portfolio optimization
Portfolio optimization is the process of changing the set of financial instruments held to meet various criteria most notably Financial risk Markowitz' Modern portfolio theory states that an inv...
Portfolio optimization is the process of changing the set of financial instruments held to meet various criteria most notably Financial risk Markowitz' Modern portfolio theory states that an inv...
Post-modern portfolio theory
Post-modern portfolio theory (or "PMPT") is an extension of the traditional modern portfolio theory (“MPT”, which is an application of mean-variance analysis or “MVA”).
Post-modern portfolio theory (or "PMPT") is an extension of the traditional modern portfolio theory (“MPT”, which is an application of mean-variance analysis or “MVA”).
Pre-emerging markets
The term, pre-emerging markets is a standard term for the smaller, and/or less-developed — yet still investable — equity markets of the developing world.
The term, pre-emerging markets is a standard term for the smaller, and/or less-developed — yet still investable — equity markets of the developing world.
Prestige Bulletin
Prestige Bulletin is a prominent financial journal published monthly in South Africa since 1989.
Prestige Bulletin is a prominent financial journal published monthly in South Africa since 1989.
Price return
The price return is the rate of return on an investment portfolio, where the return measure takes into account only the capital appreciation of the portfolio, while the income generated by the a...
The price return is the rate of return on an investment portfolio, where the return measure takes into account only the capital appreciation of the portfolio, while the income generated by the a...
Principal protected note
A Principal protected note (PPN) is an investment contract with a guaranteed rate of return of at least the amount invested, and a possible gain.
A Principal protected note (PPN) is an investment contract with a guaranteed rate of return of at least the amount invested, and a possible gain.
Private equity
Private equity, in finance, is an asset class consisting of equity securities in operating companies that are not publicly traded on a stock exchange.
Private equity, in finance, is an asset class consisting of equity securities in operating companies that are not publicly traded on a stock exchange.
Private equity real estate
In investment finance, private equity real estate is an asset class consisting of equity and debt investments in property.
In investment finance, private equity real estate is an asset class consisting of equity and debt investments in property.
Private investment capital subscription
A private investment capital subscription (PICS), is a financial tool that relies on a small pool of investors’ money for real estate investments.
A private investment capital subscription (PICS), is a financial tool that relies on a small pool of investors’ money for real estate investments.
Private placement
Private placement is a funding round of securities which are sold without an initial public offering, usually to a small number of chosen private investors.
Private placement is a funding round of securities which are sold without an initial public offering, usually to a small number of chosen private investors.
Psychology of previous investment
The psychology of previous investment is a term coined by James Howard Kunstler for the sunk costs of the modern urban/suburban lifestyle.
The psychology of previous investment is a term coined by James Howard Kunstler for the sunk costs of the modern urban/suburban lifestyle.
Qirad
The qirad was one of the basic financial instruments of the medieval Islamic world.
The qirad was one of the basic financial instruments of the medieval Islamic world.
Quality investing
Quality investing is an investment strategy based on clearly defined fundamental factors that seeks to identify companies with outstanding quality characteristics.
Quality investing is an investment strategy based on clearly defined fundamental factors that seeks to identify companies with outstanding quality characteristics.
Quantitative investing
Quantitative investing represents an investing technique typically employed by the most sophisticated, technically advanced hedge funds.
Quantitative investing represents an investing technique typically employed by the most sophisticated, technically advanced hedge funds.
Range accrual
In finance, a range accrual is a type of derivative product very popular among structured-note investors.
In finance, a range accrual is a type of derivative product very popular among structured-note investors.
Real estate entrepreneur
A real estate investor or a real estate entrepreneur to a lesser extent is someone who actively or passively invests in real estate.
A real estate investor or a real estate entrepreneur to a lesser extent is someone who actively or passively invests in real estate.
Real estate investing
Real estate investing or real estate entrepreneurship involves the purchase, ownership, management, rental and/or sale of real estate for profit.
Real estate investing or real estate entrepreneurship involves the purchase, ownership, management, rental and/or sale of real estate for profit.
Real estate investor
A real estate investor is someone who actively or passively invests in real estate.
A real estate investor is someone who actively or passively invests in real estate.
Rebalancing (investment)
Rebalancing is the action of bringing a portfolio of investments that has deviated away from one's target asset allocation back into line.
Rebalancing is the action of bringing a portfolio of investments that has deviated away from one's target asset allocation back into line.
Rebalancing investments
The rebalancing of investments is the action of bringing a portfolio that has deviated away from one's target asset allocation back into line.
The rebalancing of investments is the action of bringing a portfolio that has deviated away from one's target asset allocation back into line.
Relative return
Relative return is a measure of the return of an investment portfolio relative to a theoretical passive reference portfolio or benchmark.
Relative return is a measure of the return of an investment portfolio relative to a theoretical passive reference portfolio or benchmark.
Resampled efficient frontier
These efficient frontiers of portfolios can then averaged to create a resampled efficient frontier.
These efficient frontiers of portfolios can then averaged to create a resampled efficient frontier.
Retirement Compensation Arrangements
Retirement Compensation Arrangements (RCAs) are defined under subsection 248(1) of the Canadian Income Tax Act, which allows 100 per cent tax-deductible corporate dollars to be deposited int...
Retirement Compensation Arrangements (RCAs) are defined under subsection 248(1) of the Canadian Income Tax Act, which allows 100 per cent tax-deductible corporate dollars to be deposited int...
Retirement spend down
Retirement spend down refers to the strategy a retiree follows to spend down, or decumulate, assets during retirement.
Retirement spend down refers to the strategy a retiree follows to spend down, or decumulate, assets during retirement.
Return on investment
In finance, rate of return (ROR), also known as return on investment (ROI), rate of profit or sometimes just return, is the ratio of money gained or lost (whether r...
In finance, rate of return (ROR), also known as return on investment (ROI), rate of profit or sometimes just return, is the ratio of money gained or lost (whether r...
Reverse convertible securities
A reverse convertible security or reverse convertible is a short-term note linked to an underlying stock.
A reverse convertible security or reverse convertible is a short-term note linked to an underlying stock.
Revolving Loan Fund
A Revolving Loan Fund (RLF) is a source of money from which loans are made for small business development projects.
A Revolving Loan Fund (RLF) is a source of money from which loans are made for small business development projects.
Rights of accumulation
The Right of Accumulation is an investment term for mutual fund transactions, that allows an investor to get lower sales charges on multiple transactions, instead of requiring a single transacti...
The Right of Accumulation is an investment term for mutual fund transactions, that allows an investor to get lower sales charges on multiple transactions, instead of requiring a single transacti...
Risk parity
Risk parity is an alternative approach to investment portfolio management which focuses on allocation of risk rather than allocation of capital.
Risk parity is an alternative approach to investment portfolio management which focuses on allocation of risk rather than allocation of capital.
Risk-return spectrum
The risk-return spectrum is the relationship between the amount of return gained on an investment and the amount of risk undertaken in that investment.
The risk-return spectrum is the relationship between the amount of return gained on an investment and the amount of risk undertaken in that investment.
Royal Bounty Fund
The Royal Bounty Fund was originally set up in 1782 by Edmund Burke.
The Royal Bounty Fund was originally set up in 1782 by Edmund Burke.
Russell Investments
Russell Investments is a subsidiary of Northwestern Mutual and is headquartered in Seattle, Washington, U.S.A. Its previous headquarters were located in Tacoma, Washington, south of Seattle.
Russell Investments is a subsidiary of Northwestern Mutual and is headquartered in Seattle, Washington, U.S.A. Its previous headquarters were located in Tacoma, Washington, south of Seattle.
Russian mortgage certificate
According to the Russian legislation, a Russian Mortgage Certificate (Закладная) is a security that verifies its holder’s right to real estate pledged as a security for a mortgage loan.
According to the Russian legislation, a Russian Mortgage Certificate (Закладная) is a security that verifies its holder’s right to real estate pledged as a security for a mortgage loan.
Satellite (financial)
In this nomenclature, satellite asset classes represent a minor portion (typically not more than 15% in aggregate) of an investment portfolio.
In this nomenclature, satellite asset classes represent a minor portion (typically not more than 15% in aggregate) of an investment portfolio.
Saving for Education, Entrepreneurship, and Downpayment
Saving for Education, Entrepreneurship, and Downpayment (SEED) Policy and Practice Initiative is a long-term savings and investment account policy and practice endeavor that develops, tests and...
Saving for Education, Entrepreneurship, and Downpayment (SEED) Policy and Practice Initiative is a long-term savings and investment account policy and practice endeavor that develops, tests and...
Search fund
Search Funds are vehicles for entrepreneurs to raise funds from investors interested in making private equity investments.
Search Funds are vehicles for entrepreneurs to raise funds from investors interested in making private equity investments.
Securities Investor Protection Corporation
The Securities Investor Protection Corporation is a federally mandated, non-profit, member-funded, corporation in the United States.
The Securities Investor Protection Corporation is a federally mandated, non-profit, member-funded, corporation in the United States.
Security characteristic line
Security characteristic line (SCL) is a regression line, plotting performance of a particular security or portfolio against that of the market portfolio at every point in time.
Security characteristic line (SCL) is a regression line, plotting performance of a particular security or portfolio against that of the market portfolio at every point in time.
Security market line
Security market line (SML) is the graphical representation of the Capital asset pricing model.
Security market line (SML) is the graphical representation of the Capital asset pricing model.
Self-invested personal pension
A Self-Invested Personal Pension (SIPP) is the name given to the type of UK-government-approved personal pension scheme, which allows individuals to make their own investment decisions from the ...
A Self-Invested Personal Pension (SIPP) is the name given to the type of UK-government-approved personal pension scheme, which allows individuals to make their own investment decisions from the ...
Separately managed account
A separately managed account (SMA) is an individual managed investment account offered typically by a brokerage firm through one of their brokers or financial consultants and managed by in...
A separately managed account (SMA) is an individual managed investment account offered typically by a brokerage firm through one of their brokers or financial consultants and managed by in...
Share Incentive Plan
The Share Incentive Plan (the ‘SIP’) was first introduced in the UK in 2000.
The Share Incentive Plan (the ‘SIP’) was first introduced in the UK in 2000.
SharePlanner
SharePlanner is a Real-Time Trading Network for actionable trade setups, watch-lists, stock screens, and social network of traders for collaboration and to exchange trading ideas.
SharePlanner is a Real-Time Trading Network for actionable trade setups, watch-lists, stock screens, and social network of traders for collaboration and to exchange trading ideas.
Short-Term Investment Fund
A Short-Term Investment Fund (STIF) is a type of investment fund which invests in money market investments of high quality and low risk.
A Short-Term Investment Fund (STIF) is a type of investment fund which invests in money market investments of high quality and low risk.
Short-term investment fund
A short-term investment fund is a type of investment fund which invests in money market investments of high quality and low risk.
A short-term investment fund is a type of investment fund which invests in money market investments of high quality and low risk.
SICAV
A SICAV is an open-ended collective investment scheme common in Western Europe especially Luxembourg, Switzerland, Italy, Spain, Belgium and France.
A SICAV is an open-ended collective investment scheme common in Western Europe especially Luxembourg, Switzerland, Italy, Spain, Belgium and France.
Simple Dietz Method
Simple Dietz Method is a means of calculating an approximation of investment portfolio performance during a period of external cash flows into/out of the portfolio.
Simple Dietz Method is a means of calculating an approximation of investment portfolio performance during a period of external cash flows into/out of the portfolio.
Simple Dietz method
The simple Dietz method is a means of calculating an approximation of investment portfolio performance during a period of external cash flows into/out of the portfolio.
The simple Dietz method is a means of calculating an approximation of investment portfolio performance during a period of external cash flows into/out of the portfolio.
Skewness risk
Skewness risk in financial modeling denotes that observations are not spread symmetrically around an average value.
Skewness risk in financial modeling denotes that observations are not spread symmetrically around an average value.
South America Life Quality Rankings
South American Rankings related to life quality and development (development based on a better life quality).
South American Rankings related to life quality and development (development based on a better life quality).
Special settlement
Special settlements in the securities markets exist for OTC trades.
Special settlements in the securities markets exist for OTC trades.
Specialized investment fund
A Specialized Investment Fund or SIF is a type of Investment Fund governed by the Luxembourgish law of the 13th February 2007 replacing the law of 1991 defining the legal framework for ins...
A Specialized Investment Fund or SIF is a type of Investment Fund governed by the Luxembourgish law of the 13th February 2007 replacing the law of 1991 defining the legal framework for ins...
Split capital investment trust
A split capital investment trust (split) is a type of investment trust which issues different classes of share to give the investor a choice of shares to match their needs.
A split capital investment trust (split) is a type of investment trust which issues different classes of share to give the investor a choice of shares to match their needs.
Split share corporation
A split share corporation is a corporation that exists for a defined period of time to transform the risk and investment return (capital gains, dividends, and possibly also profits from the writ...
A split share corporation is a corporation that exists for a defined period of time to transform the risk and investment return (capital gains, dividends, and possibly also profits from the writ...
Stabilization clause
A stabilization clause is a risk management device used in investment contracts.
A stabilization clause is a risk management device used in investment contracts.
Stakeholder pension scheme
Stakeholder pension schemes were introduced in the UK on the 6th April in 2001 to encourage more long-term saving for retirement, particularly among those on low to moderate earnings.
Stakeholder pension schemes were introduced in the UK on the 6th April in 2001 to encourage more long-term saving for retirement, particularly among those on low to moderate earnings.
Stock market cycles
Stock market cycles are the long-term price patterns of the stock market.
Stock market cycles are the long-term price patterns of the stock market.
Stranger-originated life insurance
A stranger-originated life insurance (STOLI) is a life insurance arrangement, in which a stranger initiates an insurance policy against someone's life and makes the premium payments.
A stranger-originated life insurance (STOLI) is a life insurance arrangement, in which a stranger initiates an insurance policy against someone's life and makes the premium payments.
Strangle Stategy
In finance, a strangle is an investment strategy involving the purchase or sale of particular option derivatives that allows the holder to profit based on how much the price of the underlying se...
In finance, a strangle is an investment strategy involving the purchase or sale of particular option derivatives that allows the holder to profit based on how much the price of the underlying se...
Strategic Block Investing
Strategic block investing is a hybrid investment strategy generally used by fund managers who aim to play a constructive, active role in unlocking value from public companies through the impleme...
Strategic block investing is a hybrid investment strategy generally used by fund managers who aim to play a constructive, active role in unlocking value from public companies through the impleme...
Strategic block investing
Strategic block investing is a hybrid investment strategy generally used by fund managers who aim to play a constructive, active role in unlocking value from public companies through the impleme...
Strategic block investing is a hybrid investment strategy generally used by fund managers who aim to play a constructive, active role in unlocking value from public companies through the impleme...
Strategic Sustainable Investing
Strategic Sustainable Investing (SSI) is an investment strategy that recognizes and rewards leading companies that are moving society towards sustainability.
Strategic Sustainable Investing (SSI) is an investment strategy that recognizes and rewards leading companies that are moving society towards sustainability.
Strategic sustainable investing
Strategic sustainable investing is an investment strategy that recognizes and rewards leading companies that are moving society towards sustainability.
Strategic sustainable investing is an investment strategy that recognizes and rewards leading companies that are moving society towards sustainability.
Superannuation in Australia
Superannuation is a retirement (including pensions) program in Australia.
Superannuation is a retirement (including pensions) program in Australia.
Swiss Annuity
A Swiss annuity is similar to an American annuity, in which insured parties pay a premium which will be returned to them in time.
A Swiss annuity is similar to an American annuity, in which insured parties pay a premium which will be returned to them in time.
T-Model
The T-Model is a formula that states the returns earned by holders of a company's stock in terms of accounting variables obtainable from its financial statements.
The T-Model is a formula that states the returns earned by holders of a company's stock in terms of accounting variables obtainable from its financial statements.
Tactical asset allocation
Tactical asset allocation (TAA) is a dynamic investment strategy that actively adjusts a portfolio’s asset allocation.
Tactical asset allocation (TAA) is a dynamic investment strategy that actively adjusts a portfolio’s asset allocation.
Tangible investment
A tangible investment is something physical that you can touch further information on these products can be sourced at www.tangible-investment.com.
A tangible investment is something physical that you can touch further information on these products can be sourced at www.tangible-investment.com.
Target date fund
A Target date fund - also known as a lifecycle or age-based fund - is a collective investment scheme, usually a mutual fund, designed to provide a simple investment solution through a portfolio ...
A Target date fund - also known as a lifecycle or age-based fund - is a collective investment scheme, usually a mutual fund, designed to provide a simple investment solution through a portfolio ...
Tax transparent fund
A Tax Transparent Fund (TTF) is the proposed authorised collective investment scheme structure in the United Kingdom once the UK Finance Bill 2012 becomes an act and when the Financial Services ...
A Tax Transparent Fund (TTF) is the proposed authorised collective investment scheme structure in the United Kingdom once the UK Finance Bill 2012 becomes an act and when the Financial Services ...
Tear sheet
In advertising, a tear sheet is a page cut or torn from a publication to prove to the client that the advertisement was published.
In advertising, a tear sheet is a page cut or torn from a publication to prove to the client that the advertisement was published.
Terror-free investing
Terror-free investing describes an investment strategy which seeks to maximize financial return while assuring investors that the financial instruments in the portfolio are "terror-free".
Terror-free investing describes an investment strategy which seeks to maximize financial return while assuring investors that the financial instruments in the portfolio are "terror-free".
The Dogs of the Dow
The Dogs of the Dow is an investment strategy popularized by Michael B. O'Higgins, in 1991 which proposes that an investor annually select for investment the ten Dow Jones Industrial Average sto...
The Dogs of the Dow is an investment strategy popularized by Michael B. O'Higgins, in 1991 which proposes that an investor annually select for investment the ten Dow Jones Industrial Average sto...
The Investment Answer
The Investment Answer, Learn to Manage Your Money & Protect Your Financial Future is the #1 New York Times Bestselling book for individual investors by Daniel C. Goldie, CFA, CFP and Gordon ...
The Investment Answer, Learn to Manage Your Money & Protect Your Financial Future is the #1 New York Times Bestselling book for individual investors by Daniel C. Goldie, CFA, CFP and Gordon ...
The Motley Fool
The Motley Fool is a multimedia financial-services company that provides financial solutions for investors through various stock, investing, and personal finance products.
The Motley Fool is a multimedia financial-services company that provides financial solutions for investors through various stock, investing, and personal finance products.
The Zulu Principle
The Zulu Principle, subtitled Making Extraordinary Profits from Ordinary Shares, is an investment guide written by English accountant and investor Jim Slater, first published by Orion in...
The Zulu Principle, subtitled Making Extraordinary Profits from Ordinary Shares, is an investment guide written by English accountant and investor Jim Slater, first published by Orion in...
Thrift Savings Plan
The Thrift Savings Plan (TSP) is a defined contribution plan for United States civil service employees and retirees as well as for members of the uniformed services.
The Thrift Savings Plan (TSP) is a defined contribution plan for United States civil service employees and retirees as well as for members of the uniformed services.
Tontine
A tontine is an investment scheme for raising capital, devised in the seventeenth century and relatively widespread in the eighteenth and nineteenth.
A tontine is an investment scheme for raising capital, devised in the seventeenth century and relatively widespread in the eighteenth and nineteenth.
Trade in services statistics
Trade in services statistics are economic statistics which detail international trade in services.
Trade in services statistics are economic statistics which detail international trade in services.
Transition Management
Transition management is a service usually offered by sell side institutions to help buy side firms transition a portfolio of securities.
Transition management is a service usually offered by sell side institutions to help buy side firms transition a portfolio of securities.
Trillion dollar club
The Trillion dollar club is an unofficial classification of the world's major economies with a gross domestic product (nominal GDP) of more than USD 1 trillion per year.
The Trillion dollar club is an unofficial classification of the world's major economies with a gross domestic product (nominal GDP) of more than USD 1 trillion per year.
True time-weighted rate of return
True Time-Weighted Rate of Return is a way to measure the performance of an investing portfolio in the presence of external cash flows.
True Time-Weighted Rate of Return is a way to measure the performance of an investing portfolio in the presence of external cash flows.
TSPTALK
TSP TALK is a web communications bulletin board established by and for Federal employees.
TSP TALK is a web communications bulletin board established by and for Federal employees.
Turnaround stock
Turnaround stock is a share with high P/E ratio but low Price-to-book ratio.
Turnaround stock is a share with high P/E ratio but low Price-to-book ratio.
Umbrella fund
An umbrella fund is an investment term used to describe a collective investment scheme which is a single legal entity but has several distinct sub-funds which in effect are traded as indiv...
An umbrella fund is an investment term used to describe a collective investment scheme which is a single legal entity but has several distinct sub-funds which in effect are traded as indiv...
Uncompensated risk
In investments, uncompensated risk is the level of additional risk for which no additional returns are generated and when taking systematic withdrawals make the probability of failure unacceptab...
In investments, uncompensated risk is the level of additional risk for which no additional returns are generated and when taking systematic withdrawals make the probability of failure unacceptab...
Undercapitalization
Under-capitalization refers to any situation where a business cannot acquire the funds they need.
Under-capitalization refers to any situation where a business cannot acquire the funds they need.
Undertakings for Collective Investment in Transferable Securities Directives
The Undertakings for Collective Investment in Transferable Securities Directives 2001/107/EC and 2001/108/EC are a set of European Union Directives that aim to allow collective investment scheme...
The Undertakings for Collective Investment in Transferable Securities Directives 2001/107/EC and 2001/108/EC are a set of European Union Directives that aim to allow collective investment scheme...
Undervalued stock
An undervalued stock is defined as a stock that is selling at a price significantly below what is assumed to be its intrinsic value.
An undervalued stock is defined as a stock that is selling at a price significantly below what is assumed to be its intrinsic value.
Unified managed account
Unified managed accounts are managed investment accounts that have developed out of separate accounts.
Unified managed accounts are managed investment accounts that have developed out of separate accounts.
Unit investment trust
In U.S. financial law, a unit investment trust is an exchange-traded mutual fund offering a fixed portfolio of securities having a definite life.
In U.S. financial law, a unit investment trust is an exchange-traded mutual fund offering a fixed portfolio of securities having a definite life.
Unit trust
A unit trust is a form of collective investment constituted under a trust deed.
A unit trust is a form of collective investment constituted under a trust deed.
Unitised insurance fund
Unitised insurance funds or unit-linked insurance funds are a form of collective investment offered through life assurance policies.
Unitised insurance funds or unit-linked insurance funds are a form of collective investment offered through life assurance policies.
Value averaging
Value averaging, also known as dollar value averaging (DVA), is a technique of adding to an investment portfolio to provide greater return than similar methods such as dollar cost averagin...
Value averaging, also known as dollar value averaging (DVA), is a technique of adding to an investment portfolio to provide greater return than similar methods such as dollar cost averagin...
Value investing
Value investing is an investment paradigm that derives from the ideas on investment and speculation that Ben Graham and David Dodd began teaching at Columbia Business School in 1928 and subseque...
Value investing is an investment paradigm that derives from the ideas on investment and speculation that Ben Graham and David Dodd began teaching at Columbia Business School in 1928 and subseque...
Value premium
In investing, value premium refers to the greater risk-adjusted return of value stocks over growth stocks.
In investing, value premium refers to the greater risk-adjusted return of value stocks over growth stocks.
Value Research
Value Research India Pvt. Ltd. is a mutual-fund research company founded in Delhi, India in 1990.
Value Research India Pvt. Ltd. is a mutual-fund research company founded in Delhi, India in 1990.
Venture Capital Trust
A Venture Capital Trust or VCT is a highly tax efficient UK closed-end collective investment scheme designed to provide private equity capital for small expanding companies and capital gai...
A Venture Capital Trust or VCT is a highly tax efficient UK closed-end collective investment scheme designed to provide private equity capital for small expanding companies and capital gai...
Venture capital trust
A venture capital trust or VCT is a highly tax efficient UK closed-end collective investment scheme designed to provide private equity capital for small expanding companies and capital gai...
A venture capital trust or VCT is a highly tax efficient UK closed-end collective investment scheme designed to provide private equity capital for small expanding companies and capital gai...
Vietnam Asset Management
Vietnam Asset Management was founded in 2006 by John Lyn, Nguyễn Xuân Minh and Nguyen Hoai Thu.
Vietnam Asset Management was founded in 2006 by John Lyn, Nguyễn Xuân Minh and Nguyen Hoai Thu.
Vision Driven Investing
Vision Driven Investing, is a private equity value creation framework which applies best practices from Executive Coaching, Leadership Development and Corporate Transformation / Change Manag...
Vision Driven Investing, is a private equity value creation framework which applies best practices from Executive Coaching, Leadership Development and Corporate Transformation / Change Manag...
VISTA (economics)
VISTA is an acronym for Vietnam, Indonesia, South Africa, Turkey, Argentina.
VISTA is an acronym for Vietnam, Indonesia, South Africa, Turkey, Argentina.
Vulture investor
Unlike an Angel investor, a Vulture Investor buys up Assets and Financial instruments below cost from distressed Intities.
Unlike an Angel investor, a Vulture Investor buys up Assets and Financial instruments below cost from distressed Intities.
Wenning Investments
Wenning Investments, LLC is an investment management company located in Newton, Massachusetts that specializes in active management.
Wenning Investments, LLC is an investment management company located in Newton, Massachusetts that specializes in active management.
With-profits policy
A with-profits policy (Commonwealth) or participating policy (U.S.) is an insurance contract that participates in the profits of a life insurance company.
A with-profits policy (Commonwealth) or participating policy (U.S.) is an insurance contract that participates in the profits of a life insurance company.
Wrap account
A wrap account (or wrap service) is a more effective and efficient way to consolidate and manage an investor's investment portfolio and financial plans online.
A wrap account (or wrap service) is a more effective and efficient way to consolidate and manage an investor's investment portfolio and financial plans online.
Zero-load
Zero-load refers to a mutual fund that charges no commission or sales charge.
Zero-load refers to a mutual fund that charges no commission or sales charge.